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Business Software

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Scheduling Resources into Microsoft CRM

With Microsoft CRM, you and your staff can easily deliver timely customer service. The first thing you need to do is set up your resources — that is, your facilities and equipment — on the schedule. [more…]

Add a Document to the ACT! Documents Tab

In ACT! 2008, adding a file to the Documents tab is easy and well worth the effort. The Documents tab, which you can find on the Contacts, Groups, or Companies windows, allows you to attach or create a [more…]

Securing the Fields in ACT! 2007 Premium for Workgroups

ACT! 2007 Premium for Workgroups comes with a great feature — field level security. That means an Administrator or Manager can determine which fields users will be able to see — and which ones they won't [more…]

Modifying and Hiding Report Sections in ACT! 2007

An ACT! 2007 report template is divided into sections of information. Each section has a section title that appears in the report template but doesn't appear in the report itself. You can determine which [more…]

Using the Task List in ACT! 2007

The ACT! 2007 Task List gives you a listing of all the activities for all your contacts. Access the list by clicking the Task List icon on the ACT! Nav bar. You can filter the Task List by using different [more…]

How to Choose the Right Accounting Software for Your Business

Accounting software packages are available for businesses of every size, from small home-based businesses to multinational corporations. Accounting software is a booming business, which means you have [more…]

Keyboard Shortcuts for ACT! by Sage

If you’re using ACT! as your contact relationship manager software, you know that ACT! does its best to streamline every process. One way ACT! boosts your efficiency is by offering a whole host of keyboard [more…]

User Roles in ACT!

ACT! by Sage helps you organize customer information in one place but lets you share it as widely as you need to. Of course, not every employee needs access to every bit of information in ACT!, and the [more…]

ACT! by Sage For Dummies Cheat Sheet

ACT! by Sage is the best selling contact relationship manager (CRM) software on the market for good reason. It help you design a customer database you can share with everyone who needs access to it, and [more…]

How to Perform Common QuickBooks 2009 Tasks with a Right-Click

QuickBooks 2009 strives to make your accounting easy by making use of every available tool. You have the keyboard for shortcuts and the right-click button of the mouse for help opening windows and accessing [more…]

Tips for Navigating in QuickBooks 2009

QuickBooks 2009 aims to make your accounting life easier, and to that end offers keyboard shortcuts, mouse actions, and other user interface tricks like the ones in the following list: [more…]

QuickBooks 2009 Calculation and Editing Tips

If you’re using QuickBooks 2009, you’re probably using QuickBooks it a lot to make calculations and change dates. QuickBooks gives you options for doing some of the more common calculations and edits quickly [more…]

How to Keep Your Debits and Credits Straight with QuickBooks 2009

In any accounting system, including QuickBooks, the natural balance for asset accounts is on the left (debit), and the natural balance for liability and owner’s equity accounts is on the right [more…]

Keyboard Shortcuts for QuickBooks 2009

Doing your accounts shouldn’t take all day, and with the handy keyboard shortcuts in QuickBooks 2009, they don’t. Use the keys in the following table to speed through the QuickBooks functions: [more…]

QuickBooks 2009 For Dummies Cheat Sheet

QuickBooks is designed to make your accounting tasks easy to record, change, and calculate so that your debits balance your credits and vice versa. QuickBooks offers a variety of methods to accomplish [more…]

High-Level Components of XBRL and Their Definitions

The following figure illustrates the high-level logical components of XBRL. The XBRL Specification defines these high-level logical components and the physical means by which to express them. The following [more…]

XBRL For Dummies Cheat Sheet

Your business operates on information, so you need to know the fundamentals of Extensible Business Reporting Language (XBRL). XBRL is, fundamentally, a language that helps businesses effectively and efficiently [more…]

QuickBooks 2010 Calculation and Editing Tricks

If the selection cursor is in an amount field in QuickBooks 2010, you can use these symbol keys to make calculations: [more…]

Right-Click for Common QuickBooks 2010 Tasks

To perform a common QuickBooks 2010 task related to a window, right-click to display a shortcut menu. In a register, select and right-click a specific transaction; in a list, right-click an item; in a [more…]

QuickBooks 2010 User Interface Tricks

Here are some techniques that you can use to more quickly navigate the QuickBooks 2010 software: [more…]

QuickBooks 2010 Keyboard Shortcuts

Use the QuickBooks 2010 keyboard shortcuts shown in the following table to make your day-to-day small business accounting easier and faster: [more…]

QuickBooks 2010 For Dummies Cheat Sheet

QuickBooks 2010 makes small-business accounting fast and easy. But your day-to-day business bookkeeping will go even smoother if you employ a handful of QuickBooks keyboard shortcuts and data-entry and [more…]

Frequently Used Toolbar Buttons in Peachtree

Toolbar buttons complete the tasks in selected Peachtree windows. These toolbar buttons are used over and over in Peachtree, so get to know their names and functions: [more…]

Debit and Credit Rules when Using Peachtree

Peachtree helps you keep debit and credit rules straight when you're managing business financials. Just remember: Credits and debits must equal each other. Peachtree will do the accounting work for you [more…]

Peachtree Keyboard Shortcuts

Peachtree speeds up your accounting tasks — and keyboard shortcuts speed up Peachtree. Get to know these Peachtree key combinations ( or keyboard shortcuts) and their functions to help you quickly and [more…]

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