Basic Features

T-Quoter 2.0 Overview Creating new Quotes and Invoices with Work Orders Using the Dashboard Generating Reports Creating a Price Matrix Creating Purchase Orders Automatic Program Updates

Maintenance Options

Modifying Items in Drop Down Lists (The Lookups Table) Changing Owner Information Using Sales Tax Regions Using Schedule Groups

Working With Customers

Adding new customers on-the-fly Disable and Re-enable customers Exporting your customer list

Networking T-Quoter

Networking: How to add additional workstations

Receiving Payments

Receiving Payments (Part 1) Receiving Payments (Part 2) Paying Multiple Invoices with a Single Payment Applying Payments to Outstanding Invoices

Credit Card Processing

Setting up Merchant Information Processing Credit Card Payments

QuickBooks Integration

Integrating with QuickBooks Export your customers from QuickBooks to T-Quoter Exporting to QuickBooks

Vendors and Price Lists

Importing Vendor Price Lists