0. Video Index

CORE5_Final_StarterEdition
Core5 Starter Edition Tutorial and Training Videos.

Note: These videos are best watched in order as each video builds upon the concepts of the previous video.

• Features
• Benefits
• Purchase, download, open
• Set up QuickBooks integration
• Purchase, download, open, set up file
• Add and edit contact
• Link related notes, to dos, appointments
• Push to QuickBooks (requires FM Books Connector)
• Create and edit estimate, order, invoice
• Link to contact
• Push invoices to QuickBooks (requires FM Books Connector)
• Pull invoice balances from QuickBooks into Core5 (requires FM Books Connector)
• Add a new document
• Link to contact
• Tag with description, keywords, and category
• Charts and Reports
• Batch pushes to QuickBooks
• Install and Register the plug-in
• Authenticate with QuickBooks Online
• Import Customers, Vendors, Tax Rates, and Items
• Install and Register the plug-in
• Authenticate with QuickBooks Online
• Import Customers, Vendors, Tax Rates, and Items

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