Problem Solution

Microsoft Office Accounting Professional 2008 Lets Your Clients Work the Way They Want:

In many small businesses, customer and financial information is kept in a variety of places: file folders, e-mail messages, spreadsheets, documents and even sticky notes. Many small-business owners do not have adequate time to truly understand and make use of this data.

Often, this is because there’s no easy way to share or organize the information that would enable faster decisions and provide better service to customers. Furthermore, because comprehensive information is difficult to compile and understand, getting the big picture of the company’s financial health can be quite daunting.

Office Accounting Professional 2008 is the solution

It gives your clients a single, up-to-date view of their businesses by helping you manage financial information in one place. They can get organized and work the way they want by customizing the information they would like to see at a glance. Furthermore, they can track customer and financial information together by sharing customer account information using Office Outlook 2007 with Business Contact Manager.

Problem: Your clients’ financial data is scattered.

Office Accounting Professional 2008 Solution: Store and organize related data in one place.

Office Accounting Professional 2008 gives businesses a central place to collect, organize and manage financial information so they don’t have to use multiple methods and tools. They can easily work with information about their customers, employees and vendors from one place.

Because Office Accounting Professional 2008 and Office Outlook 2007 for Business Contact Manager share a single database, information related to customers, vendors, prospects and employees can be easily shared in real time between the two programs. The ability to track, bill and query financial history can be used by salespeople as well as office managers and business owners.

Problem: Your clients’ retail bookkeeping solution is not integrated with other financial operations

Office Accounting Professional 2008 solution: Have them use Microsoft Point of Sale and consolidate their financial tools.

If they’re single-store retailers, 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 financial management.

They can send all the sales details of the day from Microsoft Point of Sale to Office Accounting Professional 2008 without retyping data, thus helping save time and reduce errors. They can then use Office Accounting Professional 200 to run financial reports that help you manage cash flow and improve profitability.

Problem: Your clients can’t get an overview of their company’s financial situation quickly.

Office Accounting Professional 2008 Solution: Use the Company home page.

When financial data is available in one place, your clients can quickly get a better 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, your clients can stay on top of their businesses and quickly get an overall sense of the company’s performance.

Problem: Your clients have more than one database of business contacts, and their salespeople must duplicate efforts to get billables into their financial management system.

Office Accounting Professional 2008 solution: Have them share account information with Office Outlook 2007 with Business Contact Manager.

When they take advantage of Office Accounting Professional 2008’s ability to integrate with Office Outlook 2007 with Business Contact Manager, they get a complete business and financial picture of each customer in one place.

Using Office Outlook 2007 with Business Contact Manager, employees can create business opportunities and convert them into quotes, orders and invoices in Office Accounting Professional 2008 — without having to re-enter information. Employees can also 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.

The Account and Customer Integration Wizard helps your clients link their Office Outlook 2007 with Business Contact Manager accounts and contacts with their 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 synchronized. This keeps them informed of account and customer changes and provides a central location for critical information, which can also be shared with employees selectively, based on the permissions they’ve been assigned.

Microsoft Office Accounting Professional 2008 Lets Your Clients Work the Way They Want:

Every business is different. That’s why customizing and tailoring your clients’ financial management solution to suit each company’s needs and style is so important. Office Accounting Professional 2008 makes it easy to customize and personalize the information they need.

Problem: Your clients need to look quickly—at regular intervals—at key elements of their financial information.

Office Accounting Professional 2008 solution: Create a personalized Company home page.

The Company home page provides a snapshot of your clients’ overall financial condition as well as their day-to-day accounts payable and accounts receivable information. Your clients can personalize this information by easily adding and removing dashboard content like reminders, recent cash flow forecasts, bank account information, vendors, and customers.

Problem: Your clients have their own ideas about what a financial form should look like.

Office Accounting 2008 Professional 2008 solution: Use the forms customization tools.

Using Office Accounting Professional 2008, your clients can easily customize quotes, sales orders, invoices, purchase orders, reports and more. They 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.

Problem: Your clients want to allow employees access to some—but not all—areas of your financial management files.

Office Accounting Professional 2008 solution: Use the built-in access rules and define individual roles for each employee.

Having better insight into financial and customer information can help employees be more effective workers. Yet because some employees may not need access to all the company’s financial data, providing even basic information to the right employees can be challenging.

With Office Accounting Professional 2008, owners and managers can control access to sensitive information based on an employee’s role. Your clients can add and remove permissions from different roles such as Owner, Office Manager, Accountant and Salesperson, as well as add new customized roles. This gives your clients ultimate flexibility over who has access to your company’s financial data.

Multiple users can also work with Office Accounting Professional 2008 from different computers at the same time.

Problem: Your clients have problems finding the exact data you need, especially as their database grows larger.

Office Accounting Professional 2008 solution: Use built-in tools to find mission-critical data quickly, and compress historical data.

Even for small businesses, finding essential information is sometimes more work than it needs to be. It is essential to make financial data accessible and usable to everyone in the company who needs it. Office Accounting Professional 2008 includes features to help your clients quickly find mission-critical data, whether it is related to customers, vendors, jobs or other information.

To improve database performance, the Compress Data feature compresses historical data in a separate company database, making the active database more quickly searchable. Data for all years remains available if needed for year-by-year comparisons.

Microsoft Office Accounting Professional 2008 Helps Your Clients Gain Insight Into Your Business Finances:

Business owners are often caught up in the day-to-day tasks of running the company. It can be challenging to gather financial information that would help them make short-term and long-term decisions about the direction of the business. Office Accounting Professional 2008 provides the information your clients need at a glance, to help you make more informed business decisions. They can further analyze the data by exporting financial data to other Microsoft Office programs such as Office Excel or Office Access.

Problem: Your clients simply can’t keep track of everything and get a good overview of your company’s financial health at the same time.

Office Accounting Professional 2008 solution: Help your clients understand their businesses better with comprehensive reports.

Office Accounting Professional 2008 offers more than 60 predefined reports that provide insight into all aspects of your clients’ businesses. Easy-to-use reporting empowers you, providing financial information across the company, like the sales pipeline, cash flow, item profitability and customer transactions. In addition, your clients can easily customize the reports by setting filters, changing fonts, and formatting. If they need to further analyze or format the data, they can export the reports to Excel.

Problem: Your clients don’t know their customers well enough.

Office Accounting Professional 2008 solution: Use the voluminous customer data stored in Office Accounting 2008.

Using the Customers home page in Office Accounting Professional 2008, your clients can perform all the tasks related to customers and receivables and get a quick view of the state of each account, including outstanding payments or balance information.

If more information is required to manage sales and predict sales activity, your clients can run detailed reports, like those that show sales status, order information and probability of closing. Salespeople can filter data to view the status of accounts they are working on, or to display customers they have not contacted recently

Problem: Your client don’t know where they stand in terms of cash flow.

Office Accounting Professional 2008 solution: Monitor and forecast cash flow using tools and reports.

A critical element in your clients’ financial health is their cash flow — the difference between income and expenses. Office Accounting Professional 2008 includes cash flow tools that help you conduct a complete and accurate analysis of historical and trend data for cash coming into and going out of the business.

The Cash Flow Forecast tool keeps track of sales, purchases, and payments to help your clients manage and predict cash flow easily. They can model scenarios to help forecast future cash flows and make decisions about which customers to contact or which bills to pay. For additional cash flow analysis, Office Accounting Professional 2008 reports, like the Cash Flow Statement, can show cash inflows and outflows over a specified period of time.

Problem: Your clients need to manipulate and format data in more sophisticated ways than Office Accounting allows.

Office Accounting Professional 2008 solution: Analyze data deeply and format it more fully with Office Excel and Office Access integration.

Microsoft Office integration helps your clients work with Microsoft Office Excel and Microsoft Office Access more efficiently. Microsoft Excel makes it possible to view Office Accounting Professional 2008 data in reports to facilitate analysis or create financial forecasts. Your clients can easily import financial data from Excel or export reports while maintaining rich formatting and formulas. With Office Accounting Professional 2008, they can also export data to Microsoft Office Access.

With the Office Accounting Professional 2008 Analysis Tools, your clients can extend their financial management system by connecting to their Office Accounting Professional 2008 database and generating Excel PivotTable views and Access database reports. With these PivotTable views and reports, your clients can make better sense of their company transactions by extracting meaningful information from their data.

Microsoft Office Accounting 2008 Lets Your Clients Easily Share Data with Accounting Professionals:

Many small businesses regularly work with an accountant or bookkeeper, whether for payroll, tax preparation, or other tasks. Office Accounting Professional 2008 includes features that make it easier to share their company’s financial data with an accounting professional.

Problem: Your clients work with an accounting firm, but it’s hard to get their financial data to it – and without interrupting your work.

Office Accounting Professional 2008 solution: Let your clients’ accountants access data using the specialized tools offered.

Using the Accountant Transfer Export Wizard, your clients can send their financial data to their accountants and continue using Office Accounting Professional 2008. When the accountant is done updating the books, he or she can send the data back to your clients to synchronize the changes. Or, their accountant can remotely connect to the clients’ copy of Office Accounting Professional 2007 to update it.

Using Microsoft Office Live and Office Accounting Professional 2008, your clients can share financial data with their accounting professionals in a security-enhanced environment. They can easily transfer data to and from an accountant through this service.

If an accountant works with multiple clients who are using Office Accounting Professional 2008, the Accountant View page provides a centralized dashboard. Accountants can manage client accounts and payroll, import and export client data, and manage journal entries for each client.

Microsoft Office Accounting 2008 Helps Your Client Manage and Build Their Businesses Better and Faster:

In this competitive world, small business owners are looking for better ways to manage and develop their businesses. More small businesses are selling online because it gives them the ability to reach millions of potential customers. Office Accounting Professional 2008 works smoothly with online marketplaces to help them sell more effectively and receive customer orders and payments with confidence.

With the Microsoft Small Business Online Sales option, your clients can easily and cost-effectively sell on Internet marketplaces.* This service is fully incorporated into Office Accounting Professional 2008, so they can sell through online marketplaces like eBay. Whether they’re selling online for the first time or have an established eBay business, working through Office Accounting Professional 2008 can save time, help them sell more, and consolidate their financial bookkeeping.

Problem: Your clients’ selling marketplace is limited.

Office Accounting Professional 2008 solution: Suggest they sell on eBay, using built-in tools and integration.

Office Accounting Professional 2008 can help your clients reach out to millions of potential customers through its eBay integration. They can easily list inventory items, check the status of their listings, download and process orders, and track activity in real time. A single listing screen helps them manage all inventory items, including quantity, reserve prices and images. Your clients can easily upload multiple listings simultaneously.

After an item sells, the order information--including commissions and fees--are downloaded directly into Office Accounting Professional 2008, where they are processed. Your clients can accept payments by using the integrated credit card services or PayPal.*

Improve Your Clients’ Cash Flow Using Smart Payment Tools:

Managing customers while maximizing cash flow can be a constant challenge for small businesses. Office Accounting Professional 2008 provides service integration to help your clients monitor the financial health of their customers. It also offers more payment flexibility so you can get paid faster.

Problem: Your Clients are not getting paid fast enough.

Office Accounting Professional 2008 solution: Help then get paid faster through PayPal.

Smart businesses offer customers a variety of payment methods. Office Accounting Professional 2008 lets your clients offer customers a PayPal payment option to help them get paid faster.

Using Microsoft Office Outlook, your clients can easily generate an e-mail message with an invoice that includes the integrated PayPal option. Customers click an automatically generated link and use the PayPal service to enter payment. All transactions are tracked in Office Accounting Professional 2008 to dramatically simplify your clients’ payment processes.

Problem: Your clients are losing money on some bad credit risks.

Office Accounting Professional 2008 solution: Have them run credit profiles with Equifax.

Office Accounting Professional 2008 provides easy access to Equifax credit report services to help your clients manage customers more effectively. To better evaluate business risk and make good decisions about customers, they can obtain one-time credit reports or ongoing credit monitoring on customers or prospects. This lets them do business with more confidence and make more informed decisions. Your clients can also order a credit report for their own business to keep track of their credit history.

Microsoft Office Accounting Professional 2008

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