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QuickBooks Advanced Certification Additional Training

Extending QuickBooks Functionality through Integration

In this course, you'll learn how to extend the use of QuickBooks using third-party applications. You'll learn how to use tools available within the QuickBooks application itself and where to go to get information about applications available through the Intuit Developers Network. You'll learn how to work with different applications that can help you get more from QuickBooks reports and how to pull information from QuickBooks into Microsoft Word documents. In addition, you'll learn how to set up QuickBooks to work with third-party applications.

Managing QuickBooks List Data with Microsoft® Excel

  • Importing list information from Excel
  • Exporting list information from QuickBooks to Excel

Creating ODBC Connections with QuickBooks

  • Making ODBC connections with QuickBooks
  • Integrating with QODBC to integrate data
  • Installing and configuring the ODBC driver
  • Creating reports using ODBC

Integrating with Microsoft® Word

  • Preparing invoices in Microsoft Word
  • Merging QuickBooks data into Microsoft Word documents

Integrating with Other Applications

  • Using the audit trail to track transactions posted by third-party applications
  • Setting up QuickBooks for integration with third-party applications
  • Finding applications that work with QuickBooks
 
 
 

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