There are two main considerations when you prepare to copy Excel data and paste it into Access: Copying and pasting that data can save you time, especially if the data in Excel is already in rows or columns that are the same or very similar to the columns on the datasheet. You can copy and paste data from Excel into an Access datasheet. Add services data that you have stored in Excel Adjusting the rate on a quote or invoice will not affect the default hourly rate for the service. However, you can adjust the hourly rate for any service before you submit any particular quote or invoice. When you add a service to a quote or invoice, the default hourly rate for that service is added to the quote or invoice. You can only delete a service if it does not appear in any quotes or invoices. You can also remove services by deleting them or marking them discontinued. On the Services tab, add information about the services you provide, such as the hourly rate for each. You can also view, edit, and add employees on the main Employees tab. Type each employee’s information into the datasheet, and then click Next.
For example, when a new quote is created, the employee who is logged in is recorded as part of the new quote. This will help you keep track of which employee did what. On the Employees tab, you can begin adding employees to the database.
Type in your company’s information into the boxes, and then click Next.Įmployees tab: Enter employee information This information will be displayed on invoices and other reports created by the database.
On the Company Info tab, you can enter information about your company, such as name, location, phone, and email address. When you are finished viewing the information on the Welcome tab, click Next to proceed to the Company Info tab.Ĭompany Info tab: Enter your company information Although the links do not change, the link targets are updated as new resources become available. The links on the Welcome tab point to the most current resources to help you make the most of your Services database. However, you can only enter your company information (which will appear on quotes and invoices) by using the Company Info tab. Most of the information that you can enter on the following Getting Started tabs can also be entered on the main tabs, such as the Quotes tab or the Invoices tab. The tab is there for your convenience in getting started quickly. You don’t have to use the Getting Started tab to enter all your data. When you click Start entering my data on the startup dialog box, Access takes you to the Getting Started Welcome tab, where you can begin the process of entering your data into your new Services database. Two datasheet views: your quotes, and your invoices You can add these products to quotes and invoices The logged-in employee is recorded on new quotes and invoicesĭatasheet view of the services you can add to quotes and invoicesĭatasheet view of materials you resell or use. The Getting Started tab includes the following other tabs to help you get your business data in place and ready to go:įields to store information about your company for use on invoices and other reportsĭatasheet view of employees. Getting Started: Add existing data to your Services database If your locale uses a different currency symbol, you should consider adjusting the affected fields and controls before you remove the sample data. Note: All fields and controls in the Services template that display currency data use a dollar sign ($) as the currency symbol. Clear the check box to prevent the dialog box from appearing again later. Click the button on the right to delete the sample data so you can begin entering your own.ĭeleting the sample data also prevents the startup dialog box from appearing again later.ģ. Access will populate the Services database with data from the fictional company Northwind Traders.Ģ. Click the button on the left to open the database and work with the sample data. Getting Started: Add existing data to your Services databaseĭashboard: Track active quotes and invoicesĪdvanced: Manage services, products, employees, and customersĪ dialog box appears which allows you to choose whether to keep the sample data or delete it so that you can begin entering your own data:ġ.
#MY INVOICES AND ESTIMATES DOWNLOAD OFFICE DEPOT HOW TO#
Read on to learn how to use the template to make your own database and start using it to help run your business. If you haven’t already, download the Services template.
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