Customers, vendors, and other lists

Each of these is a standalone add/edit list, reachable from All Lists in the sidebar:

List	What it’s for
Customers	Who the client bills — used on invoices and in transaction categorization.
Vendors	Who the client pays — used on bills and in transaction categorization.
Products & services	What the client sells, for invoicing and categorization.
Payment methods	How a transaction was paid (check, card, ACH).
Product categories	Groupings for products & services.
Classes	Cross-account tags for segmenting reports — by location, department, or program.
Locations	Physical or business locations to tag transactions with.

Chart of accounts — the other half of the reference data categorization depends on.
Reports overview — where classes and locations show up as report filters.

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