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OpCenter.VIEW - QuickBooks Desktop Data on the GO!
“WHO did WHAT to my $???”
Business owners, you can view QuickBooks Enterprise, Premier or Pro data on your iPhone. View all customer contact AND transaction information on the road. See the latest checking, A/R and A/P balances with full drill down.
[Note: Works only with US versions of QuickBooks 2006 or later, and not with Mac, SimpleStart or QBOnline. This is a Viewer only; uploading your QuickBooks desktop data requires you to install 'OpServer' on your PC to extract data from your QuickBooks company file, convert to iPhone format, and upload to your iPhone via a secure Web connection. $4.99/mo Subscription required].
The Viewer toolbar has 5 icons: Accounts, Customers, Vendors, Reports, and Alerts.
1. ACCOUNTS
* Single screen for Account Balances, and MTD/QTD/YTD figures for Income, COGS, Expenses, Estimates, Sales Orders and Purchase Orders – any account in your Chart of Accounts (you choose).
> Drill down to Transaction Register, and drill further down to complete transaction details.
> Drill down to Accounts Receivable and Accounts Payable. View customers and vendors by bucket: Total, 0-30, 31-60, 61-90, or 90+. Drill further down to the Invoice or Bill.
> Drill down to lists of Invoices, Bills, Estimates, Sales Orders and Purchase Orders. Drill further down to the instrument itself.
2. CUSTOMERS
View Customer name, contact name, address, phone, email and job. View all transactions, and drill down to the instrument. Click on Phone to make a call; click on email to send email.
3. VENDORS
View Vendor name, contact name, address, phone and email. View all transactions, and drill down to the instrument. Click on Phone to make a call; click on email to send email.
4. REPORTS
* Balance Sheet.
* Profit and Loss (Month to Date)
* Profit and Loss (Fiscal Quarter to Date)
* Profit and Loss (Fiscal Year to Date)
Drill down to selected Accounts (Bank, AR, AP and Credit cards in Balance Sheet; All accounts in P&L). Drill down to the Register or List of transactions; drill further down to the instrument, and where applicable, to the Item Details.
5. ALERTS
Every time someone in your office receives Payment, makes a Deposit, cuts a Check, creates an Estimate or PO, enters a Sales Order or Invoice, or produces a Journal Entry, you will automatically get an Alert as per filters you set. The Alerts page lists all these Alerts. Drill down to the instrument.
This Viewer enables you to READ, but not modify. It requires data to be STREAMED to it by OpCenter Server (OpServer). OpServer works with QuickBooks Windows Pro, Premier or Enterprise; 2006 or later, but not QuickBooks Online. US Editions only [i.e. Not compatible with MAC or non-US Editions].
THE DATA IS CONTINUOUSLY STREAMED FROM OUR SERVERS.
THERE ARE TWO OPTIONS:
1. SAMPLE DATA: Hosted on our Live Server. You can use this data to understand how the software works. This account automatically closes in 30 days.
2. YOUR OWN COMPANY DATA: IF you would like to see data from your office QuickBooks on your iPhone/iPod, you will need to install our proprietary OpServer on your desktop to sync your Desktop QuickBooks with your iPhone.
SUBSCRIPTION:
$4.99/mo
Instructions are instantly emailed when you register from your iPhone or iPod. Please use a valid email address! If you do not receive an email within 60 seconds, check your spam folder. Else uninstall and reinstall OpCenter on your iPhone, and use the correct email.
SUPPORT:
1. NAVIGATION VIDEOS on our website.
2. SETUP & 1-on-1 TRAINING. For those customers who desire it, we will complete installation, and provide one-on-one training.
What's new
Version 1.1 includes:
- Two new reports - Sales by Customer and Payments by Vendor
- Navigation to Customer/Vendor/Account directly from Instrument views
- Reinitialize button removed
- Data width increased to accommodate full QuickBooks data
- Minor bug fixes
OpServer changes:
- Separate installer for XP and Vista
- 2009 capable
- Wipe your iPhone if lost, restore if found
Screenshots
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- Last changed:
- Nov 19, 2010
- Category:
- Business
- Developer:
- Opcenter, LLC
- Version:
- 1.1
- Average Rating:
- 2.50 (143)
- Size:
- 0.5 MB
