Microsoft Office Tutorials and References
In Depth Information
The Accountant View tool is one of the elements of Office Accounting
2007 Express, which is a free product download from the Microsoft
Web site.
3. Click Sign Up for Online Transfer on the My Clients toolbar.
If you haven’t signed in to your Windows Live account, you’re prompted
to do so. Use the e-mail address you used when you created your Office
Live account.
4. Choose File
New Client to set up the client with whom you wish to
Don’t sweat the details here — a company name and e-mail address are
all you need. The rest of the import info shows up with the client’s
backup file.
You must use the e-mail address that is associated with your client’s
Microsoft passport account. If this procedure doesn’t work — well, don’t
say I didn’t warn you!
5. Click the Receive Client’s Books icon in the Client Tasks area of the
Accountant View and restore the backup file that your client has so
nicely provided.
At this point you’re asked to navigate to the spot where you saved the
client’s backup. Go get a cup of coffee and voilá — the information is
uploaded to the client’s file.
6. Select the client’s name in the My Clients table, click the down arrow
in the Actions column, select Enable online sharing , and then click Go.
After online sharing is enabled, the client Status changes to Online
7. Select the client’s name, click the down arrow in the Actions column,
select Send Invitation, and then click Go.
The Select E-Mail Template dialog box opens.
8. Select the Invite for Online Sharing text file, and then click Open.
The Online Sharing text file is a great choice — in fact, it’s your only
An e-mail invitation opens, already filled out and ready to send (see
Figure 11-7).
9. Feel free to tweak the e-mail slightly, or keep it as is. Send the e-mail
on its way.
After you’ve sent the invitation, the client status changes to Invite
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