Downloads: 2007/2009 User Guides Archives

Contact Management

Posted Jul 22 2009
File Size: 9.2 MB | ContactManagement.pps

Explains how to enter contact information, print Form Letters, Labels and Envelopes, and track Calls, Todos, and Notes. Read more...

Posted Jul 22 2009
File Size: 3.4 MB | GettingStarted.pps

A guide explaining the very basics of setting up your new Office Tools Professional installation. Read more...

Posted Jul 22 2009
File Size: 11.2 MB | Scheduling.pps

Explains how to create appointments, confirmation calls, timelines, client reminders, and calendars. Read more...

Posted Apr 25 2009
File Size: 1.9 MB | qbUserGuide.pdf

User Guide for the Office Tools <-> QuickBooks Sync Read more...

Posted May 28 2008
File Size: 3.1 MB | Billing.pps

Explains how to bill time, including work in process, invoicing, receiving payments, and deposits. Read more...

Posted May 24 2008
File Size: 6.1 MB | updateguide.pps

Step-by-step guide to help with the update process of Office Tools Pro. Read more...

Posted May 24 2008
File Size: 4.5 MB | advbilling.pps

Demonstrates some of the advanced billing features in Office Tools to manage time, invoices, and payments for clients. Read more...

Posted May 24 2008
File Size: 10.0 MB | Document Management.pps

Explains how to use Office Tools to manage all of your internal client computer files, on a client by client basis. Read more...

Posted May 24 2008
File Size: 9.3 MB | Project Management.pps

Describes how to set up and manage projects, such as tax projects and matters, for due date reporting and tracking. Read more...