ServiceShop How-To Library
ServiceShop Issues
3rd Party Products
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QuickBooks Sample Chart of Accounts
ServiceShop'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 ServiceShop. 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
ServiceShop 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 ServiceShop. 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 ServiceShop:
4. Import the file created in step 3 into ServiceShop.
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 ServiceShop'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
ServiceShop’s Marketing & Mailing Module automatically opens MS Word 2002
(comes with Office XP) and creates a mail merge within it. When creating letters,
ServiceShop
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
ServiceShop’s Marketing & Mailing Module automatically opens MS Word 2000
(comes with Office 2000) and creates a mail merge within it. When creating letters,
ServiceShop
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
ServiceShop’s 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, ServiceShop 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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