Using OfficeLink

Command Center redesign Welcome window redesign Reconcile Accounts Improvements Reminder Log Action Menu Create Orders Track Shipping Details on Invoices

Itemized Statements

Filter customer statements by statement date

Brands Tags Weight Multiple Product Images

PCI Compliance

PCI DSS compliance

Read-only File Setting Web Store Setup AccountEdge Mobile Application Google Maps and Directions

Forms Customization redesign

New form customization tools Better Graphic Support on Forms

Preview PDF before printing Expanded Note fields Enhanced List Search Enhanced Search on Sales Register

Personalized Letters

Personalized letters

Excel Reports Print Deposit Slips Backup to MobileMe Backup now supports ZIP file format

Introduction

Learn about your AccountEdge software

Manuals Online help Other resources

Where to start

Explore your AccountEdge software

Command centers Action menu Calendar (date entry) Calculator Zoom arrows Search icons Select columns Mouse shortcuts Shortcut keys

Setting up your company file

Overview Create a company file Easy setup assistant Set up preferences Set a password for the company file Set up accounts Enter account opening balances

Advanced setup

Overview Set up sales

Do an initial bank reconciliation

Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile

Set up Credit Card Processing

Activating Credit Card Processing

Set up a Web Store Manage Mobile Application

Banking

Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Credit card transactions

Credit card payments using Merchant Account Service

Processing credit card payments using Merchant Account Service Declined authorization Timed-out authorization Voiding Merchant Account Service credit card payments

Reconciling your bank accounts

Undoing an account reconciliation

Importing statements Analyzing your cash flow

Sales

Creating a customer card

Entering sales

Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, subtotals, and headers in sales transactions

Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts

Credit control

Credit limits Credit holds Finance charges paid by customers

Customer credits

Settling credits

Accounting for bad debts

Items

Creating items

Customizing Items

Creating custom lists Custom lists and item reports Creating brands list Brands list and sales reports Weight Creating custom fields Creating tags list Tag list and item reports

Lists

Adding a record

Adding records using Easy-Add

Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record

Combining records

Combining cards Combining accounts

Transactions

Finding a transaction

Changing or deleting a transaction

Changing a transaction Deleting a transaction

Reversing a transaction

Recurring transactions

Setting up recurring transactions Recording recurring transactions Reminders

Publishing to iCal

Publishing an invoice to iCal Publishing a recurring transaction to iCal Publishing a reminder log to iCal

Reports

Producing reports

Customizing reports

Task 1: Select the data to be printed Task 2: Select the required fields Task 3: Select finishing options Task 4: Change the report format Task 5: Print the report Task 6: Save the report Changing the default fonts on reports Frequently used reports Overview of report details

Forms

Finding forms

Sending forms

Sending forms when you record a transaction Sending forms in a batch Advanced filters

Customizing forms

Task 1: Display the form Task 2: Set up form properties Task 3: Add and edit elements Task 4: Preview the customized form Task 5: Save the customized form Task 6: Print the customized form Changing the default fonts on forms

Adding and editing elements

Adding and editing data and label elements Adding and editing graphic elements Editing all elements with common commands

Contact management

Creating a card

Keeping in touch with your contacts

Personalized letters Mailing labels Reminder log Other ways to keep in touch

Grouping your contacts

Identifiers Custom lists

Synchronizing AccountEdge cards with Mac Address Book cards

Deleting cards Resetting the synchronization

Customizing cards

Card identification codes Card pictures

Reviewing your contact information

Financial control

Tracking financial information

Accounts Jobs Task 1: Set up a job Task 2: Assign expenses to the job Task 3: Bill the customer

Budgets

Entering budget amounts Budget Shortcuts window

Auditing your records Reviewing financial information

End-of-period procedures

Month-end procedures

Task 1: Run the Company Data Auditor Task 2: Reconcile your bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Lock periods

Starting a new fiscal year

Task 1: Complete month-end tasks Task 2: Provide information to your accountant Task 3: Enter end-of-year adjustments Task 4: Back up your company file Task 5: Start a new fiscal year Task 6: Optimize and verify your company file

Managing user accounts and company files

Managing Master Password Backing up and restoring company files

Servicing your company file

Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems

Troubleshooting your company file

Alert messages—company file Alert messages—transactions

Importing and exporting data

Exporting data

Importing data

Importing Quicken (QIF) files

Managing import and export records

Using OfficeLink Viewing reports in Microsoft Excel (OfficeLink) Modifying OfficeLink templates for Microsoft Excel Creating personalized letters (OfficeLink) OfficeLink templates for personalized letters Viewing reports in Microsoft Excel Creating personalized letters using OfficeLink OfficeLink templates for personalized letters OfficeLink notes and warnings

AppleScripts

Glossary

Importing and exporting data > Managing import and export records > Using OfficeLink

Using OfficeLink

AccountEdge OfficeLink allows you to automatically create word processing and spreadsheet documents using AccountEdge data. OfficeLink is automatically included in a typical installation. In order to use OfficeLink, you must be using OfficeLink-compatible word processing and spreadsheet programs.

Note: These products are compatible with OfficeLink

■	Viewing reports in Microsoft Excel (OfficeLink)

■	Modifying OfficeLink templates for Microsoft Excel

■	OfficeLink templates for personalized letters

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