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Purchasing Deluxe for QuickBooks (PDQ)
Online Administration Manual
 
 
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Before you Begin

Contents (select one):

Minimum System Requirements
Installation
Training
Getting Started
Opening PDQ
The Main Menu
Saving Orders from website to Computer


Minimum System Requirements

Microsoft XP or newer
Windows 2000 or newer
Microsoft Excel
QuickBooks 2003 or newer
DSL or better internet connection

Installation    back to top

Purchasing Deluxe for QuickBooks (PDQ) software installation is easy. On purchase, we will contact you by telephone to set up installation of the following components: 

LogMeIn IT Reach
Purchasing Deluxe for QuickBooks (PDQ)

Training   back to top

Once your Purchasing Deluxe for QuickBooks (PDQ) is installed, we will contact you to schedule a training session to go over the main features of the system.


Getting Started   back to top

Before you begin using PDQ you will need to start the following: 

QuickBooks 2003 or newer
eQuality PDQ software
Your printer (for order acknowledgements from your wholesaler)

 

Opening PDQ   back to top

When PDQ is installed to your computer, an icon for opening the software will be placed on your desktop for easy access. To open PDQ, simply double click on the icon. The following screen will appear and you are now ready to begin using the system:

 

* If you do not wish to use the Order Wizard at this time, click Cancel.

 

The Main Menu   back to top

The main menu for PDQ looks like this:


Saving orders from website to Computer   back to top
Before you can begin to use your software; you must first import orders from your website and save them to your Inbox in your PDQ
system. To import orders for processing:

 1) Log in to your online catalog as Administrator, and go to the Orders link at the top of the page.


2)
In the main Waiting Orders area, click on the View Orders in Excel link located at the bottom of the page. When asked if you would like to open or save the spreadsheet, select open.

 

3) Once the spreadsheet is open, go to the top of the page and click File and select Save As:

 

 4) This box will appear:

Save In: save your file in the Inbox of your PDQ Software. It is found in C:EqualityPDQ/Inbox

File Name: For single postings, we recommend using numbers indicating the date. For multiple postings, we recommend using a numerical/letter series. For example: 042507a, 042707b, etc.

Save as type: You will drop this box down here and select:
CSV (Comma delimitated)
. Select Save. You are now ready to use the PDQ system.


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