1. Chart of Accounts: This is a list of all accounts used in the general ledger of a company. It includes assets, liabilities, equity, revenues, and expenses.
   
2. Payment Terms: These define the conditions under which a sale is made and payment is expected, such as "Net 30" or "2/10, Net 30," indicating the time frame within which a customer must pay their invoice.
3. Price Levels: Prive Levels is a way to group customers for the purpose of pricing and reporting. Using Price Levels, products can be automatically priced based on the customer entered on the sales document. With this feature, you can price products differently for your loyal customers, generate customer reports grouped by levels or use them to limit the view in a list of invoices.
4. Sales People/Salesperson: A list of individuals or teams responsible for sales within the organization. This helps in tracking sales performance and assigning sales-related tasks.
5. Payment Methods: This includes the various methods for accepting payments, including cash, credit card, check, and bank transfer, or PayPal.
6. Companies (Customers and Vendors): A comprehensive list of all business entities the company interacts with, including customers who purchase products or services and vendors who supply goods or services.
7. Addresses: This list maintains the physical or mailing addresses and contact information associated with customers, vendors, and company locations, ensuring accurate delivery and correspondence.
8. Sales Tax Rates: A list of applicable tax rates for different jurisdictions, essential for calculating the correct amount of sales tax on transactions.
9. Locations: This tracks various physical locations related to the business, such as warehouses, retail stores, and offices, aiding in inventory management and logistical planning.
10. Units of Measure Sets (UoM Set): A list that defines how products are measured and sold, such as units, pounds, kilograms, liters, etc.
11. Units: Specific units of measure within the UoM set, used to quantify items in inventory, sales, and purchases.
12. Item Categories: This categorizes inventory items into groups for better organization, such as electronics, clothing, or office supplies.
13. Items: A detailed list of all products and services that a company sells or purchases, including descriptions, prices, and inventory levels.
14. Lots: This refers to batches of inventory items that are tracked collectively, often used for items with expiration dates or requiring specific lot tracking for quality control.
15. Serial Numbers: Unique identifiers assigned to individual items, enabling precise tracking and management of inventory.
16. Assembly/Bill of Materials: Lists of components required to assemble a finished product, useful in manufacturing and inventory control.
17. Price Matrix: This tool helps set prices based on various criteria such as customer price level, item, item category, or promotional periods, enabling dynamic pricing strategies.
18. Projects/Jobs: This tracks specific projects or jobs within the business, including associated costs, revenues, and progress, aiding in project management and accounting.
19. Classes: A way to categorize and group transactions, which may later be used in reporting. They may be applied to Sales Quotes, Sales Orders, Sales Invoices, Credit Memos, Projects, Time tracking entries, Purchase Orders, Bills, Shipments, Assembly Builds, and Purchase Returns.
    

Importing Lists using the Data Import Wizard