Microsoft Office Accounting 2008 makes it easy for you to tailor forms, reports, and other documents to include only the information you need. You can also save time by generating business correspondence such as invoices, customer statements, and e-mail cover letters that contain the data that is already in Office Accounting 2008. You can even add your company logo to make your correspondence look great.

Customize invoices and other documents

Accounting 2008 makes producing documents such as invoices easy and familiar because it uses Microsoft Office Word. Use Office Word templates to create the invoices, sales orders, credit memos, and other documents that you send to customers and vendors. You can customize these documents by doing any of the following:

• Adding and removing fields
  Learn how to add or remove information from the Office Word templates. For example, customer statement templates automatically insert a Company Address field. This topic covers how you could replace the Customer Address field with the Company E-mail field.
• Adding your company logo
  Use Word customization features to add your company logo to templates for invoices, sales orders, quotes, customer credit memos, customer statements, and purchase orders.
• Creating e-mail cover letters
  In Accounting 2008, you can automatically include a cover letter when you send transaction documents such as invoices or purchase orders by e-mail. The appropriate message is included in the e-mail message body every time you send a document in e-mail.
• Customizing business letters
  Accounting 2008 includes many templates for quickly generating business correspondence to one or more customers, vendors, or employees at one time. These templates not only help get your business letter started, they pull data from Accounting 2008 so that you do not have to look up and then type information that is already in the program. This topic shows you how to modify and then generate form letters with Accounting 2008.

Customize forms and reports

Accounting 2008 uses forms to record data about customers, vendors, and all your transactions. Reports consolidate information about your company so you can more efficiently manage your day-to-day business and get an overall picture of your company's financial health. You can customize forms and reports to better meet your business needs.

• Customizing forms
  If you plan to enter many new records in an area, you may want to create a custom form to streamline data entry. You can remove fields that you do not need, add additional fields, or move sections.
• Customizing reports
  Accounting 2008 makes it easy to generate reports that help you review your company finances or summarize key financial data. These reports automatically calculate values based on your entries into Accounting 2008. This topic shows how you can customize reports to suit your needs.