Ebook Extending QuickBooks Functionality through Integration
Given the popularity of QuickBooks in the marketplace, there is a strong chance that many of your small business clients use QuickBooks. In this course you will learn how to integrate QuickBooks data files with other market-leading applications such as Microsoft Excel, Word, and QuickBooks Point of sale. Whether working with your own data files or those of clients, the integration techniques discussed in this program are designed to increase your knowledge basic integration concepts and how to use them to your advantage.
There is a fundamental assumption in this course that participants already have a solid working knowledge of QuickBooks operations such as establishing preferences, entering and editing items, and recording transactions such as bills, invoices, and checks. As such, this course is not designed to provide an in-depth review of matters such as these.
QuickBooks 2008 Premier Accountant edition and QuickBooks Enterprise Solutions Version 8 Accountant Edition will be used as the demonstration software in this manual and the related webinar. QuickBooks Enterprise Version 8 and Premier Accountant Edition 2008 include all of the features of the QuickBooks Enterprise and Premier Editions with the additional features needed to help accountants support clients who use QuickBooks.
CONTENTS
INTRODUCTION
Learning Objectives
About this Course
About QuickBooks Accountant Edition
CHAPTER 1: EXCHANGING QUICKBOOKS LIST DATA WITH MICROSOFT EXCEL
Importing List Information from Excel
Exporting QuickBooks Lists to Excel
CHAPTER 2: CREATING ODBC CONNECTIONS WITH QUICKBOOKS
Introducing Open Database Connectivity
Installing and Configuring the QOBDC Driver
Installing the Driver from within Enterprise Solutions
Configuring the Driver
Installing the Driver Purchased from Flexquarters.com
Integrating with QODBC to Export QuickBooks Data
Extracting Live QuickBooks Data
Working with PivotTables Dynamically Linked to QuickBooks Data
Creating PivotTables Based on QuickBooks Data
CHAPTER 3: INTEGRATING WITH MICROSOFT WORD
Working with Microsoft Word
Preparing Invoices in Microsoft Word
Merging QuickBooks Data into Microsoft Word Documents
Modifying Letter Templates
CHAPTER 4: INTEGRATING WITH OTHER APPLICATIONS
Basic Considerations when Integrating QuickBooks with Other Applications:
Tracking Transactions Posted to QuickBooks by Third-Party Applications
Integrating with QuickBooks Point of Sale
Allowing QuickBooks Point of Sale Access to QuickBooks
Setting Integration Properties within QuickBooks Point of Sale
Understanding how Point of Sale Transactions are Posted in QuickBooks
Understanding How Payments from QuickBooks Point of Sale Are Posted in QuickBooks
Accounts Created by QuickBooks Point of Sale in QuickBooks Financial
Using Third-Party Tools and Utilities
Finding Applications that Work with QuickBooks
Using Other Integration Tools
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