Select an industry code for a client

Use the Select Industry Code window to find and assign an industry code to a client.

Use the Select Industry Code
window to choose an industry code when setting up a client.

Choose

Setup
Clients

to open the Main tab of the Clients
screen.

Select Edit
.

Select the More
button

next to the Industry Code
field.

In the Select Industry Code
window, find and select the industry code.

Enter the industry code, or part of the code, in the Find
field, select Find
, and then choose the code from the search results.

Select the Expand
button

to expand a grouping, and then select a code to select it.

Select Select
to return to the Clients
screen.

The selected industry code is assigned to the client.

This article applies to: