PC Magazine - 2009 04.pdf - Libertad Zero - Blog

Online BAnking MYOB incorporates online banking services
through the Bank Register at its Bank Command Center.
QUickBOOks The audit trail in Quick-
Books is on and cannot be turned off. To
assign user access, go to Company | Set Up
Users and Passwords.
4. establish your sales tax.
MYOB This task is handled in the Setup
Assistant.
Office AccOUnting After you’ve set
up sales tax codes, you can create groups
that contain related codes that are often
charged together. For example, if you sell
products in the Seattle area, you could
make a group that contains the local and
Washington state taxes. You might also
want to set up a code for customers in
other states who don’t need to pay your
sales tax. Click Company | Sales tax.
PeAchtree Click the Customers & Sales
button on the left, and then the Sales Tax
icon. Follow the wizard to set up sales
agencies and taxes.
QUickBOOks Go to Edit | Preferences |
Sales Tax. Click the Company Preferences
tab, and then click the Yes button if it isn’t
already selected. Click Add Sales Tax Item
to set up your sales tax agencies, and then
answer the other questions that appear in
the window.
5. customize your forms.
MYOB Go to Setup | Customize Forms.
Select the form you wish to modify, and use
MYOB’s layout designer tool, which helps
you add fields and shift them around.
Office AccOUnting You can modify
the templates included for forms, such
as those for invoices, credit memos, and
purchase orders. Click Customers | Manage
Word Templates, and select a template
type (say, Invoice) from the list on the left,
then the precise document and color (for
example, Invoice Service–green.doc). Click
the Modify button and the document will
open. Use Word’s editing tools to add a
logo or make any other changes you like.
PeAchtree: Click Reports & Forms |
Forms. Select the form that you want to
customize and click Customize. You can
use Peachtree’s layout designer tools to
make changes to any of the forms that are
supported.
QUickBOOks You can modify the boilerplate
form templates by going to Lists |
Templates, selecting the form you want
to modify, and either clicking on the Templates
pull-up list in the lower left-hand
corner for options, or double-clicking on
it. Use the customization tools and layout
designer to make your changes.
6. create cover letters for e-mails.
MYOB Use MYOB’s OfficeLink tool to
modify prefab Word templates (you must
go to Word to make any modifications).
Back in MYOB, go to the Card File Command
Center and select Create Personalized
Letters to initiate the mail merge.
Office AccOUnting Office Accounting’s
integration with Word also helps you write
boilerplate cover letters to go along with
forms. Go to Customers | \Write Letters and
follow the wizard’s steps.
PeAchtree Click Reports & Forms |
Forms. Select the letter you want to edit
and click Edit Letter Template. Click Edit
in the window that opens to create your
alterations.
QUickBOOks Integration with Microsoft
Office makes creating personalized mailings
easy. Go to Customer Center and click
on the Word drop-down menu. Select
Customize Letter Templates and follow the
wizard.
QUickBOOks sYsteM MAP QuickBooks uses a flowchart
navigation system to guide you easily from task to task.
7. set up online banking.
MYOB You can download banking statements;
first go to your bank’s Web site to
learn how. When that’s set up, go to the
Banking Command Center and click Bank
Register, then Get Statement.
Office AccOUnting Click on Banking
| Banking Home and you’ll see all of the
options for this function. If you’re going to
use online banking, click that button and
walk through the wizard.
PeAchtree Click Tasks | Account reconciliation.
Select the account to reconcile, and
click the arrow next to the Banking icon to
set up online statement download.
QUickBOOks Go to Banking | Online
Banking | Set Up Account for Online Services.
8. import company data from excel
MYOB This is handled in the Setup Assistant,
though you must first convert your
file to a TXT document.
Office AccOUnting If you want to
import, for example, a customer list, click
File | Import Excel data. You may have to
massage your existing database to get
it in shape for Office Accounting. Click
the Open Folder button in the wizard that
opens to see the spreadsheet templates, or
simply follow the wizard’s steps to see the
mapping tool.
PeAchtree First, save your Excel file as
a CSV (comma-separated values) document.
Then in Peachtree, click File | Select
Import | Export, then click Import to see
the order of mapping fields.
QUickBOOks Go to File | Utilities | Import |
Excel Files. You’ll be able to copy and paste
your spreadsheet’s columns into a specially
formatted spreadsheet, then import
that data into QuickBooks.
APRIL 2009 PC MAGAZINE DIGITAL EDITION 43