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Creating a Purchase Order in QuickBooks

A purchase order serves a simple purpose: It tells some vendor that you want to purchase some item. In fact, a purchase order is a contract to purchase. [more…]

Recording a Sales Receipt with QuickBooks Simple Start

You record a sales receipt when a customer pays you in full for the goods or services at the point of sale. Sales receipts work similarly to regular invoiced sales [more…]

QuickBooks Simple Start: Backing Up, the Quick and Dirty Way

You're busy. You don't have time to fool around. You just want to do a passable job of backing up, and you've decided how often you plan to do it. Sound like your situation? Then follow these steps: [more…]

Setting Up a Customer List in QuickBooks

In QuickBooks, a Customer List keeps track of all your customers and your customer information. For example, the Customer List keeps track of billing addresses and shipping addresses for customers. Follow [more…]

Fixing Invoice Mistakes with QuickBooks 2005

You use the QuickBooks invoice form to bill customers for the goods that you sell. No one is perfect, so you don't need to get worked up over mistakes that you make while entering information in invoices [more…]

Creating a Job Estimate with QuickBooks 2005

QuickBooks Pro and QuickBooks Premier have a feature that's very interesting for businesses that do jobs or projects for their customers: contractors, consultants, engineers, architects, and so on. QuickBooks [more…]

Handling Payroll with QuickBooks 2003

If you want to use QuickBooks for payroll because you want to save money, aren't scared of a little paperwork, or maybe want the extra flexibility that comes with doing it yourself, you need to sign up [more…]

Running through the Setup Interview for QuickBooks Simple Start

After you know what entity form your business will use and have the QuickBooks Simple Start software installed, you're ready to set up the QuickBooks data file. The data file is the container that QuickBooks [more…]

Making a Checking Account Deposit with QuickBooks 2005

You can't write checks unless you deposit some money in your checking account. You didn't know that? Well, the next time you're taking your exercise in the prison yard, give it some serious thought. From [more…]

Using Audit Trails in QuickBooks

If you decide to allow multiple users access to the QuickBooks data file, you may want to turn on the QuickBooks Audit Trail feature. The Audit Trail feature lets you keep a record of who makes what changes [more…]

Batch-Printing Invoices with Quickbooks 2006

If you want to print invoices in a batch in QuickBooks 2006, you need to mark the To Be Printed check box that appears in the lower-left corner of the Create Invoices window. This check mark tells QuickBooks [more…]

Recording Your Bills with QuickBooks 2003

When a bill comes in, the first thing to do is record it. You can record bills through the Enter Bills window or the Accounts Payable register. If you plan to track bills by expense and item, you need [more…]

Keeping Track of Customer Payments in QuickBooks 2003

If your customers don't always pay you up-front for their purchases, you need to record another type of payment — the ones that customers make to pay off or pay down what you've invoiced them. To record [more…]

Installing QuickBooks 2003 in Ten Easy Steps

If you haven't already installed QuickBooks, get it over with right now:

1. Turn on the PC.

Find and flip on the computer's power switch.

If you're installing QuickBooks on a computer running Windows NT, [more…]

Retrieving QuickBooks 2006 Data You've Backed Up

What happens if you lose all your QuickBooks 2006 data? Okay, you might have one or two problems, but you can probably blame PC gremlins for those. If the disaster that caused you to lose your data also [more…]

Understanding Access Levels and Roles in Microsoft CRM

The privileges you are assigned regulate the functions you can perform on particular Records or objects. Your access levels determine which Records these privileges apply to. In other words, although your [more…]

Using Microsoft Word in ACT! 2008

ACT! 2008 can use Microsoft Word 2007 as the default word processor, and you can attach Word documents to the Documents tab. What you might not have noticed, however, is that after you install ACT!, an [more…]

Managing the Calendar in Microsoft CRM

The ingredients essential to calendar management include viewing existing Activities, entering new Activities, the inevitable rescheduling of Activities, and [more…]

Finding a Transaction in Quickbooks 2006

When you can't remember the information that you need to find a particular entry or transaction (for a check, deposit, or transfer) in QuickBooks 2006, you can search for the information by using the Find [more…]

Weeding Out Duplicate Contacts in ACT! 2007

Finding pesky duplicates in your ACT! 2007 database is tricky but not impossible. Because having multiple records for the same person or company is common, ACT! enables you to check easily for duplicate [more…]

Identifying and Accessing Reports in Microsoft CRM

Microsoft CRM contains predefined reports and charts separated into four major categories — sales, service, administrative, and marketing. Each of these categories contains reports that display information [more…]

The Importance of My Record in ACT!

The first contact that you see when opening an ACT! database is your own — that's your My Record. My Record is nothing more than a contact record that's associated with a user of the database. Your My [more…]

Adding and Editing New Microsoft CRM Accounts

Accounts are companies. Subaccounts may be divisions of the main company or may be separate physical locations of the same company. Anything you add in Microsoft CRM, you can edit. And anything you add [more…]

Encountering the Microsoft CRM Home Page

When you start Microsoft CRM, the first thing you encounter is the Home Page. The Home Page is not only the first place you land, it's the place you can always go back to if you find yourself confused [more…]

Tracking Your Contacts with Microsoft CRM

Personal Information Managers (PIM) and Contact Management Systems (CMS) were introduced in the mid-1980s. Both PIM and CMS systems enabled you to organize the names, addresses, and phone numbers for all [more…]

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