Service2000 How-To Library

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QuickBooks Sample Chart of Accounts

Service2000's integration to QuickBooks requires QuickBooks 2001 or newer.
To download, right click and then choose "Save Target As..." 
When making your selection, be sure to match your QuickBooks version.
QuickBooks 2001/2002
QuickBooks 2003
QuickBooks 2004  (click here to view this file)
(Note that this file is very small and will download very fast.)

This is a sample QuickBooks Chart Of Accounts designed to work with Service2000. It was created in QuickBooks, and then exported from QuickBooks as an *.iif file. Since it can be directly imported into both QuickBooks and into Service2000 as well, it vastly simplifies the setup process for both programs. Of course, you may wish to add other G/L accounts to suit your own accounting requirements. If so, bring it into QuickBooks and make your changes before bringing it into Service2000. To do this:

Working from within QuickBooks:
1. Import this file into QuickBooks by clicking on File, Utilities, Import, then click on "Chart Of Accounts", then click on OK.
2. Modify the Chart of Accounts as needed.
3. Export the Chart of Accounts. To do this click on File, Utilities, Export, then click on "Chart of Accounts", then OK.

Working from within Service2000:
4. Import the file created in step 3 into Service2000. To do this click on Configuration, System Settings, then click on QuickBooks Interface, then click on File, Import QuickBooks COA, then select the file to be imported.
5. Configure all 3 of Service2000's QuickBooks screens located under Configuration, QuickBooks Interface. Click here to view these 3 screens fully configured using this sample Chart of Accounts.

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Results User's Guide for Windows (.pdf)
Complete documentation for Results for Windows.
This is a rather large Adobe Acrobat (.pdf) file and will take longer than you might expect to open.
Click this link to view in your browser, or right-click and choose "Save target as.." to save this file to your computer.

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Swapping the default for the personal and company name
If all your customers are companies you will want the company name to appear at the top left corner of your invoices, and you will want the default customer search method to be by company. There is a feature in S2K that addresses this issue quite nicely - it is a switch, which allows you to swap the default "File As". This changes the way both the screen (on the Customer Tab of the Customer Desktop) and the printed invoice appear....

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Wiring Your Building
Step-by-step instructions on wiring your building for a multi-user PC network. Includes "Typical Network Layout" diagram.

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Word 2002 (Office XP) Mail Merge for Letters
Service2000s Marketing & Mailing Module automatically opens MS Word 2002 (comes with Office XP) and creates a mail merge within it.  When creating letters, Service2000 must be pre-configured with a suitable Word template file. The following instructions will walk you through this step-by-step.

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Word 2000/2002 Mail Merge Sorting
Instructions on how to sort your mail merge data after it has been exported to Word

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Word 2000 Mail Merge For Mailing Labels
Service2000s Marketing & Mailing Module automatically opens MS Word 2000 (comes with Office 2000) and creates a mail merge within it.  When creating letters, Service2000 must be pre-configured with a suitable Word template file. By contrast, when creating labels, the label template is created on the fly when you answer certain questions asked by MS Word during the merge a very simple and quick process once you understand it. The following instructions will walk you through this step-by-step.

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Word 2002 Mail Merge For Mailing Labels
Service2000s Marketing & Mailing Module automatically opens MS Word 2002 (comes with Office XP and MS Works Suite 2002) and creates a mail merge within it.  When creating letters, Service2000 must be pre-configured with a suitable Word template file. By contrast, when creating labels, the label template is created on the fly when you answer certain questions asked by MS Word during the merge a very simple and quick process once you understand it. The following instructions will walk you through this step-by-step.

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