The import method for older versions of QuickBooks depends on the specific year or version number.įor a complete list of all supported QuickBooks versions, see Supported Accounting Software. Outlook then launches with the customer's address in the "To:" field, the invoice attached as a PDF file, and a form letter (which you can customize) in the text window gently urging the client to pay up.Importing From QuickBooks (Older Versions) To e-mail a QuickBooks invoice via Outlook, for instance, you click Customer Center/Invoices, choose a customer's name, then press Send in the Create Invoices window. Whereas QuickBooks previously provided a clunky e-mail applet for sending invoices, sales receipts, and other forms directly from the program, the new version takes the more efficient approach of utilizing your PC's default mail app. Perhaps more beneficial to longtime users is QuickBooks' improved integration with popular e-mail clients such as Outlook, Outlook Express, and Windows Mail. (You can enter a different starting address, or get reverse directions as well.) Click the first and a pop-up window displays a Google Map of the client's location click the second and the window shows a map with directions from your business location. In the Customer Information window under the client's address are two links: Map and Directions. Let's say you're working in QuickBooks' Customer Center screen and want to visit a client. In addition, QuickBooks now offers tighter integration with Google Maps.
Rather than fix what isn't broken, Intuit has chosen to add value by incorporating business-oriented features that expand QuickBooks' usefulness beyond its bean-counter niche. As a result, they don't change much from one upgrade to the next. QuickBooks' core accounting tools have been honed to precision over the years. If so, it's easy to turn off this feature by clicking the Hide Coach Tips button. Of course, longtime users may find these training wheels annoying. Drag the mouse over each icon, or step, in the workflow, and a text window explains that step. Next, click the icon beside Sales Orders, and QuickBooks highlights the steps involved in processing an order. If you click Show Coach Tips, the main screen darkens and information icons appear. Say, for instance, you're not sure how to process a sales order.
The Coach has two buttons: View Tutorials provides one-click access to the instructional videos in the QuickBooks Learning Center and the more helpful Coach Tips guides you through a particular task. The flowchart-style main interface now features QuickBooks Coach, a help window anchored in the upper-right corner. Version 2008 has upgraded its user guidance in several ways, and the results are good. A sophisticated accounting program isn't easy to master, even one as user-friendly as QuickBooks.
0 kommentar(er)
