Getting Started Document
Contents
1. Pastures Small Business Management System is designed to synchronize data from QuickBooks to your reference database Greener Pastures Screens Greener Pastures Small Business Management System SEEI File Database Reports Help Themes Digital Cows Technolog x 1x9 i an Rock Castle Construction Number of Companies Current Company Rock Castle Construction LastFullSynchtoQB 1 9 2003 7 34 28 AM TotalCustomers 119 Active Customers Customers With Balances Total Customer Balances Total Vendors Active Vendors Vendors With Balances Total Vendor Balances Total Employees Active Employees Totalinventoryltems 9 Active Inventory Items 3 Total Inventory Cost 21 710 03 Total Inventory Value info J Maintenance This screen displays the current status of your QuickBooks synchronization The Maintenance Tab displays the detail QuickBooks synchronization Current Company Rock Castle Construction Last Full Synch fi 7922003 7 34 28 4M Last Customer Synch f 79 2003 7 34 32 AM Last Employee Synch f 79 2003 7 34 37 AM Last Vendor Synch fi 79 2003 7 34 36 4M Last Inventory Synch f 9 2003 7 34 36 4M You can resynchronize your entire company by selecting the menu item Database Sync to QB on the menu bar File Database Reports Help Themes tle Const Export to Ass You can selectively resynchronize individual data sets from data screens by selecting the Resynch List to QB button from the Customers Vendors Em2. allow access to your QuickBooks company file The permissions windows state that the application does not have a certificate Digital Cows Technologies is an authorized Intuit Developer and is a premier member of the Intuit Developer s Network In order to keep our prices low we do not utilize the digital certificate signature with our software QuickBooks 2002 QuickBooks 2003 Warning Confirm to Proceed Because you clicked Yes Always any application that calls itself Greener Pastures Small Business Management System will be able to access your QuickBooks file without asking the p This application is not signed with a digital certificate IF you allow unsigned applications to user access your file a different application could use the same application name and possibly misuse your data For suggestions about enhancing the safety of your company s data click Are you sure you want to do this Help Ys NSE TE E Were CRO Are you sure you want to allow this access m ee Depending on which edition of QuickBooks you have you will see one of the above message boxes Select Yes to continue Focus will now switch back to the Greener Pastures Small Business Management System n sot File Database Reports Help Themes You are now prompted if you want to add your current QuickBooks file to your company repository Click the Yes button Using the Application Staying in Synch The Greener
3. Greener Pastures Small Business Management System User Manual Quick Bo for QB See system requirements for version information For use with US versions of QuickBooks 2002 2003 Pro Premier Accountant and Enterprise Solutions Getting Started Installing Greener Pastures Small Business Management System Note You must install the Greener Pastures Small Business Management System on a computer that already has QuickBooks Pro Premier 2002 2003 installed It is strongly recommended that you exit all Windows programs before running this setup program Insert the Greener Pastures Small Business Management System install CD into your CD ROM player If you have auto run enabled on your system installation will begin automatically If auto run is not enabled you may browse to the CD ROM using explorer and double click on the file gpsbms2 exe to begin installation The installation will begin by copying the necessary installation files to your computer Depending on the configuration of your computer you may be asked to reboot your computer multiple times during the installation Installation will resume after each reboot Running for the first time Before running Greener Pastures Small Business Management System for the first time you should start up QuickBooks Pro Premier 2002 2003 and open your primary company file a Double click on the Shortcut to GPSBMS exe ion your desktop Paslujes Stall Business Manaperenl S
4. ShipMethod ShipDate FOB Selection erent Invoice Net 30 12 25 2003 11 25 2003 Entity Detail aker Chris j 1 Family Room Item Quantity Description Rate D is p ay Balak Mike k See attached specifications for details on below w Utility Shed Framing Framing labor Barley Renee Installation Installation labor Repairs Removal Removal labor Bolinski Rafal Subs Tile amp Counter Install tile or counter 2nd story addition Subs Electrical Electrical work 0 00 Brian White Subs Painting Painting 0 00 Bristol S E Ra meee Messa SubTotal 2867 50 Utility Shed San Tomas Tax 7 75 Tax 223 78 Burch Jason I Applied Amourt 3 111 28 Room Addition AR Account ae H Balance Remaining 0 00 Entity Resynch gt a Button i Related Screen Tabs Multiple Record Navigator Navigation Menu Bar The Navigation Menu Bar is located at the top right of the application By moving your mouse cursor over the options will activate the appropriate drop down menu items to appear Hex File Database Reports Help Themes The File menu option allows you to exit the application Database Reports Help Themes The Database menu option allows you to resynchronize your entire company data to QuickBooks and allows you to export your QuickBooks data to Microsoft Access data format Reports Help Themes Sync To QB Export to Access The Reports menu option allows you to open the report view window and view your selec
5. camera disk Pictures can be used to document job progress employee identification inventory display and more Each of the entity screens contain reports that will display the pictures in report form and with the ability to save the picture to file you can easily extract pictures for use in other applications Associated Pictures Current Picture Thumbnail Saved Picture Thumbnail Navigator Picture Caption Save current picture to file Replace current picture Load a new Delete the current picture from with a picture from file associated picture the database from file Navigate between pictures The picture control in detail Exporting to Access The Greener Pastures Small Business Management System allows you export data from your QuickBooks company file to a MS Access database Select main menu item Database Export to Access File Database Reports Help T Sync To OB You will be prompted for the filename of an access database to save your data to A new database is created each time you export Select Export Access Database Filename Save in oS Digital Cows gt ex e 7 dos My Recent Documents 3 Desktop My Documents My Computer a My Network File name myexport mdb z Save Netw Si es Save as type Access Database files mdb z Viewing Printing and Exporting Reports The Greener Pastures Small Business Management System allows you view data from you
6. ployees and Inventory screens fee Burch Jazon Room Addition lt il B FReSynich List to GB Getting Around the Greener Pastures Screen Navigation Navigating through the Greener Pastures Small Business Management System is very easy i Greener Pastures Small Business Management System gis File Database Reports Help Themes EPEA x Re Rock Castle Construction Greenenrasiures m GTEENET Pastures lurrent Company Rock Castle Construction company ynchtoQB fi 9 2003 7 34 28 AM Vendors X Active Customers fi 19 Em p OVEES Total Customer Balances 78 804 13 MVEN Total Vendors a3 Active Vendors 43 By clicking on the drop arrow on the display line a drop down box will appear allowing you to select the screen you want to navigate to Screens Each data screen is divided up into quick display information sections 1 Greener Pastures Small Business Management System DER C File Database Reports Help Themes Entity Data L AA aN Filter Selection mmr Gistome ns avigation Menu e Class Date Invoice tt Selection Abercrombie Kristy Remodel Bathroom 11 25 2003 80 Kitchen r 3 _ BillAddress Ship Address Remodel Bathroom Kristy Abercrombie Add Customer 1 Add Customer 2 u 5647 Cypress Hill Rd Add Customer 200 Add Customer 3 City State PostalCode Country City State PostalCode Country i Add Customer 300 Bayshore ca 94326 Entity Data gt 7 PO Tems DueDate Rep
7. r QuickBooks company file combined with your Greener Pastures data in a variety of useful reports These reports can be printed directly to your printer or exported to a variety of file formats PDF Excel Word Rtf and simple html Select main menu item Reports and select the report you want to open File Database Reports Help Themes Individual Customer Reports Estimates k Invoices Sales Receipts TE T Credit Memos Net30 All Customer Reports Customer Listing hip Add Customer Balances Ship ddri 505e our formatted report zrombie Kristy A new report window will open displaying S ReportForm DER File re WRx Bae Q m MainRepott Rock Castle Construction Fun Customer tob Report Current Page No 1 Total Page No 1 Zoom Factor Whole Page From this window you can view print and export your report data
8. ted report File Database Help Themes Individual Customer Reports Full Customer Report Estimates Invoices Sales Receipts Credit Memos All Customer Reports Customer Listing Customer Balances The Help menu option allows you to display the Greener Pastures About screen File Database Themes Reports About The Themes menu option allows you to select the screen color look you desire for display File Database Reports Help Splash Summer Tee Off Plum Autumn Sahara Classic XP Blue XP Silver Leather Midnight Adding Pictures to your QuickBooks Data The Greener Pastures Small Business Management System allows you to associate pictures with your QuickBooks entity data These pictures are stored in the Greener Pastures database and are available for reports and archive purposes The Associated Pictures Control Associated Pictures Associated Pictures Associated Pictures Mid Construction West Side After Contruction South Side Load Save Load Save With the associated pictures control you can easily add pictures to your Customer Vendor Employee and Inventory entity records Each entity can have an unlimited number limited only by the amount of storage memory of pictures associated with each QuickBooks entity Pictures are stored internally to the Greener Pastures database so you do not have to worry about missing files or unavailable pictures on your hard drive or
9. yste EEk OWS ino S Reports Help The re Focus will then shift to QuickBooks and you will be prompted for setting permissions for accessing your QuickBooks file QuickBooks 2002 QuickBooks 2003 QuickBooks Application with No Certificate An application without a certificate is requesting access to the following QuickBooks company file Rock Castle Construction The Application Calls Itself Greener Pastures Small Business Management System QuickBooks Application with No Certificate x An application without a certificate is requesting access to the folowing QuickBooks company Rock Castle Construction p The Application Calls Itself Greener Pastures Small Business Management System Certificate Information This application does not have a T QuickBooks cannot verify the developer s identi QuickBooks Solutions Marketplace p Cettificate Information This application does not pare 2 ote icate QuickBooks cannot verify the developer s id Search for information about this application at the QuickBooks Solutions Marketplace rfl this application to access Social Securty Numbers and bother personal data What does this mean Do you want to let this application share data with your QuickBooks company file Do you want to let this application to access your QuickBooks company file e veuawae OoOo Le teste J Les amers J we e Select the Yes Always button to
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