information into Quicken or MS Money.
Each month I transfer closed work orders into quicken and track
the income versus expenses. I find it much easier to use this program
over Access for income/expense purposes and reporting functions. Time
involved in this process is less than a minute.
You'll find it easy to use Quicken registers to keep records of your
financial activities. Each entry is called a transaction. Shade Tree
Service Manager will import one transaction for each work order and
split the deposit into four Categories.
Misc. shop expense
From these Categories you can better track your income versus
Quicken and Money use what
they call quicken interchange format to import information into their
programs. The file extension for this is (qif).
Access can create a very clean "qif" file that can be imported into
these two programs.
The default file name for
quicken is "ShadeTreeQuicken.qif" , for Money the name is "ShadeTreeMoney.qif"
. Money uses a slightly different format for its qif file and must be
formatted differently from Quicken. You'll find these file/s located
in the folder, Database. That assumes you created this folder when you
first started to use the Shade Tree Service Manager
Shade Tree Service Manager
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