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QBPOS-Help/backups/backup_html_20260109_181155/basic_officeintegration.htm

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<p class="Help-Heading-1" style="background-color: #008000;">Office Integration</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">Point of Sale supports data import/export with Microsoft Excel, letter writing with Microsoft Word, e-mailing of documents via your default Windows e-mail client, and creation of targeted customer lists for use in e-mail marketing campaigns.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">Click a link below for more information on a specific feature.</p>
<p class="Help-Info-Line">You can:</p>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><a href="../qbposimp/data_import_using.htm">Import</a> or <a href="../qbposimp/export_datawizard.htm">export</a> your Point of Sale list data with Excel</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><a href="../qbpos_reports_and_sales_charts/reports07.htm">Export reports</a> to Excel</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><a href="basic_write_letters.htm">Write letters</a> to customers or vendors with Word using Point of Sale templates and your company file information</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><a href="basic_email_documents.htm">E-mail</a> Point of Sale documents to vendors or customers</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Create targeted customer lists for use in <a href="../qbpos_customers/cust_email_mktg.htm">e-mail marketing</a> campaigns and export them to Excel or send them directly to an integrated marketing partner</p>
</li>
</ul>
<p class="Help-Text">The use of Excel and Word features requires that you have a supported version of Excel and/or Word installed on the workstation performing the task. Refer to the system requirements in the Point of Sale <a href="../qbpos_help_and_support/QuickBooks%20POS%20User%20Guide%201.0%20Final.pdf">User Guide</a> (launches PDF version). You must have <a href="https://acrobat.adobe.com/in/en/acrobat/pdf-reader.html">Acrobat Reader</a> installed on your machine.</p>
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