0. Video Index
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| Core2 Invoices Tutorial and Training Video Topics | |
Note: These videos are best watched in order, but feel free to navigate to the desired chapter for specific areas of training.
• Unzip
• A word about files
• FileMaker is required
• FileMaker files and their purpose
• Setting up Preferences
• Overview of invoices
• Adding a new invoice
• Emailing, printing and previewing invoices
• Navigating between the contacts file and invoices file
Video 4: Items [3:38] • Overview of items
• Adding a new item
• Viewing items
• Overview of payments
• Adding a new payment
• Canceling, saving and deleting a payment
• Overview of lists
• Setting up lists (Accounts, Payment Methods, Sales Reps, Terms, Shipping Methods, Customer Messages )
• Requirements
• First time connection to QuickBooks
• Importing lists (initial data transfer)
Video 9: Working with QuickBooks [8:32] • Integration Matrix
• Pushing and pulling Customers, Invoices, Items
• Read the Quick Start Guide
• Complete package = Core² CRM + Core² INVOICES
• Contact us