QuickBooks® Edition Companion Desktop Application

The QuickBooks Edition of LowFat Invoice includes the companion desktop application shown below. This program is used to set up your Pocket PC with your existing QuickBooks Item, Customer and other lists to eliminate the need to re-enter the information on the Pocket PC. You can also collect all of your Pocket PC documents and add them to QuickBooks with a couple of clicks. No more data entry!

Main Menu

Click on a task to assign QuickBooks® Customer:Jobs to one or more PocketPCs, collect invoices from PocketPCs, or download QuickBooks® Lists (e.g. items, customers, etc).

Documents Dialog

Click on the magnifying glass to view an invoice in detail. Check those invoice that are complete and add them to QuickBooks® by clicking the Add button. Display invoices on your PocketPC or documents previously loaded by selecting the location combo box. View and hide Invoices, Estimates, or Sales Receipts by selecting the checkboxes. Refresh the list, or change options by clicking on the Refresh and Options icons.

 

Update Lists Dialog

Select the lists you need, and click Send to download them to your to LowFat Invoice on the PocketPC.

 

Assign Jobs Dialog

Check the Jobs you want to download to the PocketPC and click Send. All relevant Job information include Customer, Address, and Job Notes are automatically inserted into a blank invoice or estimate.