How Do I Use Microsoft Access To Keep Track Of Invoices?
I have a small internet business and I need to keep track of business invoices and customer information. Access is all I have to work with for now, it just seems kind of confusing.
Computers, Phones & Internet
I have a small internet business and I need to keep track of business invoices and customer information. Access is all I have to work with for now, it just seems kind of confusing.
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Access can be very confusing, If you need help i recomend searching for an access help forum. There is TONS of info you can get from these types of websites.
For your database your going to have at least 2 tables. One table will be called something like tbl_Customers and the other might be called tbl_invoices.
You will set your tables up to keep track of all information you want to hold for their respective entity. You may want customer name and nothing else or you may want their address, phone number..ect.. it’s really up to you. You need to set your fields up initially so it’s a good idea to understand what you want before you start. Good Database design is mostly done before you actually make the database.
You will need a unique identifier for your customers (usually an auto generated number) Then you will create a link so that when you add an invoice to your invoice table you can link it to the customer table based on the customer’s unique ID.
If you need more help or need ideas or to know how to do something (or maybe some screen shots) feel free to email me.
You might be better off downloading the free evaluation version of quickbooks. It is better designed for that and will be faster to learn. You could probably find a cheep version on ebay.
Otherwise, yo can check out the HP learning center. They have short free classes on many computer subjects including access.http://h30187.www3.hp.com/
Lastly, Access comes with predefined databases. See if there is something that fits your application. Tables are used to define your data, Forms are used to enter your data, Queries are used to find and sort your data, and Reports are used to view you data.
Good Luck!