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Table of Contents
Microsoft Office Accounting Professional 2008 ............................................................ i
Introducing Microsoft Office Accounting Professional 2008 ..................... 1
Small Business Challenges
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The Microsoft Office Accounting Professional 2008 Solution
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Save Time and Work More Efficiently ................................................................. 4
Get Started Quickly and Easily
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Get Up and Running in Minutes .......................................................5
Import Data from QuickBooks and Other Sources ..............................6
Work in a Familiar Interface ...........................................................7
Save Time Managing Everyday Tasks
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Enter Information Once .................................................................8
Easily Create Quotes, Invoices, and More .........................................8
Track Expenses and Transactions Automatically .............................. 11
Create, Modify, and Export Documents in Office Word ...................... 12
Automate Bank Accounts ............................................................. 15
Automate Customer Payments ...................................................... 15
Track Employee Time and Costs .................................................... 15
Manage Payroll and Taxes ............................................................ 16
Track and Forecast Inventory ....................................................... 17
Sell and Buy in Multiple Currencies ................................................ 17
Manage your business in Multiple Languages .................................. 17
Get a Complete View of Your Business ............................................................. 18
View Your Financial Information in One Place
18
Store and Organize Data Centrally ................................................ 18
Work with Microsoft Point of Sale .................................................. 19
Get a Snapshot of Important Information ....................................... 19
Share Account Information with Office Outlook 2007 with Business Contact
Manager .................................................................................... 20
Work the Way You Want
22
Create a Personalized Company Home Page ................................... 22
Customize Forms ........................................................................ 23
Provide Employee Access and Customize Security Roles ................... 24
Find and Organize Information Quickly........................................... 26
Gain Insight into Your Business Finances
26
Understand Your Business with Comprehensive Reports ................... 26
Understand Your Customers ......................................................... 28
Create budgets and track progress toward your goals. ..................... 30
Monitor and Forecast Cash Flow .................................................... 30
Share Data with Your Accounting Professional
31
Manage and Grow Your Business More Effectively ...................................... 33
www.microsoft.com/office/accounting
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programs they use most commonly, and this information should flow into the accounting
system automatically. Finally, the owner needs a way to get a complete view of the
business to make the right decisions and help the business grow.
New! Office Accounting Resource Center. Get the most out of Office
Accounting with demos, step-by-step guides, training videos and community
forums, all conveniently available with one click in Office Accounting.
New! Budgeting tools. Easily create a budget in Office Accounting and track
how your budget compares with your actual results.
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New! Bulk e-mail of documents. Mail merge Office Accounting data so you can
email PDF or Word statements, invoices and other documents to multiple
customers in one transaction.
New! Convert sales orders into purchase orders. Save time and eliminate
additional data entry by automatically generating a purchase order from a sales
order.
Improved! Enhanced reporting and analysis tool pack. Create your own
Microsoft Office Excel and Microsoft Office Access reports and add them to the list
of standard reports for easier access. Powerful analysis tools are now incorporated
directly into Office Accounting for easier access.
New! Accountant Business Template Export CPAs can set up clients with a
custom chart of accounts based on a template they create.
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Figure 1: The Resource Center helps you quickly find helpful information in Office Accounting
Professional 2008.
Office Accounting Professional, such as Office Accounting 2007, it is very easy to upgrade
to Office Accounting Professional 2008.
Office Accounting Professional 2008 in Action: Get Started Quickly
For several years, Aaron has considered using an accounting package for his growing
business. However, with no formal accounting training or experience, Aaron was
apprehensive about switching from his basic but trusted accounting solution of Excel
spreadsheets, Word documents, and other programs. Aaron understands that his
companys methods are inefficient, but installing an accounting package seems like a
complicated endeavor.
Using the Startup Wizard, Aaron was able to get his companys accounts set up in Office
Accounting Professional 2008 in an afternoon. There was no need to retype existing
accounting data because he could import data directly from the companys existing Excel
spreadsheets, such as his customer lists and transaction history. After he imported his
files, Aaron could get to work right away.
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convert sales orders into purchase orders automatically. With Office Accounting 2008,
you can also easily customize each form to suit your businesss specific needs. Office
Accounting Professional 2008 works smoothly with Office Outlook 2007 with Business
Contact Manager to put customer information and financial data in one place. From
within Office Outlook 2007 with Business Contact Manager, employees can view financial
information about customers and create quotes, orders, and invoices in Office Accounting
Professional 2008without having to transfer data from one program to another.
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data becomes useful for business planning such as increasing the accuracy of future job
estimates.
Working with Office Outlook 2007 with Business Contact Manager helps you achieve more
accurate and timely billing. Employees can mark appointments in their Outlook calendars
as billable time, and then transfer that information to Office Accounting Professional 2008
with a single click.
Figure 5: Easily track billable time by job in Office Accounting Professional 2008.
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Office Accounting, you can import timesheet data directly into the payroll application, and
export payroll and tax information to the general ledger.
Office Accounting Professional 2008 in Action: Manage Payroll with Office
Accounting Payroll Services
Using the optional payroll services, Aaron easily calculates payroll, prints checks, and
files taxes. Because payroll services work smoothly with Office Accounting Professional
2008, Aaron can automate tasks such as employee timesheets. Every two weeks, he
exports timesheet data directly into the payroll application for automated payroll
processing, saving hours of tedious work. Office Accounting payroll can even
automatically supply the latest tax forms and calculate state and local taxes.
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prospects, and employees can be easily shared in real time between the two programs.
The ability to bill, track transactions, and query financial history can be used by
salespeople as well as office managers and business owners.
Work with Microsoft Point of Sale
If you are a single-store retailer, Microsoft Point of Sale provides an easy-to-use program
that helps track sales, inventory, and customer information. Combining Microsoft Point of
Sale with Office Accounting Professional 2008 creates an integrated retail solution that
connects the point of sale to accounting. You can send all the sales details of the day
from Microsoft Point of Sale to Office Accounting Professional 2008 without retyping data,
thus saving time and reducing errors. You can then use Office Accounting Professional
2008 to run financial reports that help you manage cash flow and improve profitability.
Get a Snapshot of Important Information
When accounting data is available in one place, you can quickly get a look at the fiscal
health of the company. The company home page provides a snapshot of important
information, critical tasks, and reminders on one screen. By capturing this information in
one location, you can stay on top of your business and quickly get an overall sense of its
performance.
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Figure 6: The company home page provides a centralized view of critical business information.
Share Account Information with Office Outlook 2007 with Business Contact
Manager
When you combine Office Accounting Professional 2008 with Office Outlook 2007 with
Business Contact Manager, you get a complete business and financial picture of your
customers in one place. From within Office Outlook 2007 with Business Contact Manager,
employees can turn opportunities into quotes, orders, and invoices in Office Accounting
Professional 2008without having to reenter information in another program. Employees
can mark their Outlook calendar appointments, projects, tasks, and phone logs as billable
and automatically send that information to Office Accounting Professional 2008 to create
customer invoices.
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An integration wizard helps you link your Office Outlook 2007 with Business Contact
Manager accounts and contacts with your customers in Office Accounting Professional
2008. Because the programs share a database, data entered in either program
automatically flows to the other so information is always synchronized. This keeps you
informed of account and customer changes and provides a central location for critical
information, which can also be shared with employees selectively, based on their roles.
Figure 7: Use Office Outlook 2007 with Business Contact Manager to work smoothly with Office
Accounting Professional 2008.
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Figure 8: Easily customize the company home page to personalize snapshot information.
Customize Forms
Using Office Accounting Professional 2008, you can easily customize quotes, sales orders,
invoices, purchase orders, reports, and more. You can fully customize the data elements
used in most forms by moving fields, creating custom fields, renaming fields, and hiding
unneeded fields. These customized forms and letters can be exported to Word templates
to sharpen the professional appearance of marketing materials and financial documents.
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With Office Accounting Professional 2008, owners and managers can control access to
sensitive information based on an employees role. You can add and remove permissions
from different roles such as Owner, Office Manager, Accountant, and Salesperson, as well
as add new customized roles. That gives you ultimate flexibility over who has access to
your businesss accounting data.
Multiple users can also work with Office Accounting Professional 2008 from different
computers at the same time.
Figure 10: With multi-user access, you can assign rights to employees and your accountant, to share only the
information you want them to see.
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Figure 11: Gain insight into your business with more than 60 predefined, customizable reports.
Office Accounting Professional 2008 in Action: Gain Insight into the Business
Running the business every day takes up most of Aarons time, but he wants to gain
better insight into his business that could help him make critical decisions about the
direction of the company. For example, Aaron is interested in his designers billable
hours, but the day-to-day tasks of running his business always take priority over
generating this information.
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By running some of the predefined reports in Office Accounting Professional 2008, Aaron
can better understand the health of his business. In addition to easily generating
essential reports such as a company balance sheet, Aaron creates a time report to better
understand how his employees account for billable hours that are submitted to
customers.
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Figure 12: The customers home page is the starting point for managing customer sales.
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Figure 13: The Cash Flow Forecast tool helps businesses easily manage and predict cash flow.
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synchronize the changes. Alternatively, your accountant can remotely connect to your
copy of Office Accounting Professional 2008 and update it.
Figure 14: Easily send financial data to your accountant with the Accountant Transfer Export
Wizard.
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Figure 15: List inventory items, upload images, and sell on eBay.
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Through the online sales home page in Office Accounting Professional 2008, Aaron can
easily start selling items on eBay. A single listing screen helps him manage all of his
listing data and images in one place. Because everything can be managed and tracked
through Office Accounting Professional 2008, Aaron can easily manage the sales without
needing to reenter information. After an item sells, the transactions are automatically
downloaded into Office Accounting Professional 2008, further saving time.
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Figure 16: Get paid through e-mail by using Office Outlook and PayPal.
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Resources
For more information about Microsoft Office Accounting Professional 2007, please refer to
the following resource:
http://www.microsoft.com/office/accounting
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System Requirements
For complete system requirements, see http://www.microsoft.com/office/accounting.
This document is developed prior to the products release to manufacturing, and as such, we cannot guarantee that all details included
herein will be exactly as what is found in the shipping product. The information contained in this document represents the current view of
Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market
conditions, this document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the
accuracy of any information presented after the date of publication. The information represents the product at the time this document
was printed and should be used for planning purposes only. Information is subject to change at any time without prior notice.
This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT.
2007 Microsoft Corporation. All rights reserved.
Microsoft, Excel, the Office logo, Outlook, and PivotTable are either registered trademarks or trademarks of Microsoft Corporation in the
United States and/or other countries. All other trademarks are property of their respective owners.
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