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smart Tags for QuickBooks Pro 2002 & 2003

 The latest Power Tool to fuel small business growth
QuickBooks 2002 & 2003 smart tags is cutting edge technology delivered with QuickBooks Pro 2002 & 2003 and  Office XP that makes it quicker and easier for QuickBooks users to complete day to day tasks such as scheduling a meeting, inserting a customers address into a Word document or email, checking an customers account balance, checking outstanding invoices.  If you are familiar with the Microsoft Word spell checker and use it frequently then you will love smart tags.

 What are smart tags?
QuickBooks smart tags dynamically recognises your customers name in Microsoft Word, Microsoft Excel, and Microsoft Outlook® and presents QuickBooks users with actions based on that text.  For example, we are reading a email from our customer Perez Photographers..

 

When Outlook recognises the Customer name, the name is marked with a smart tag indicator, or purple dotted underline. To find out what actions you can take with a smart tag, move the insertion point over the text with a smart tag indicator until the Smart Tag Actions button appears. Click the button to see a menu of actions.

To evoke the action simply click and release and the information is placed in the document. In this case the Ending Balance for the customer.

 

The QuickBooks smart tag allows you to choose from the following actions:

 Send mail
 Schedule a meeting
 Insert Bill to address
 Insert Ship to address
 Insert sales representative
 Insert credit limit
 Insert ending balance
 Insert unpaid invoices

 

 How to start using Smart Tags for QuickBooks Pro 2002 & 2003?
To start using QuickBooks 2003 smart tags you must have QuickBooks Pro 2002 & 2003, and Office XP installed on your local machine. In addition you need to have the .NET framework installed on your machine, a copy of this is included on you QuickBooks 2003 CD.
Click here to download Smart tags for QuickBooks Pro 2002.
Click here to download Smart tags for QuickBooks Pro 2003.

 How to turn off Smart Tags?
If you decide that you don't want to use smart tags its easy to turn them off:

 On the Tools menu, click AutoCorrect Options....
 Click the Smart Tags tab
 Clear the Show Smart Tag Actions buttons check box
 Click OK.

   
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