Please click on the following links to documents for effectively using Bookminders’ server.
- Accessing Bookminders' Servers – Instructions for accessing Bookminders server, downloading the Citrix software, choosing your printer, changing your password, and opening files.
- Client Navigation – Instructions for navigating and logging off.
- Exporting from QuickBooks to Excel – How to export reports from QuickBooks in order to edit them in Excel
- Saving Files – How to save files to your computer from the server.
- Support and Maintenance – Information about how to get support and about server maintenance.
- Quickbooks Menus and Icon Bars – Instructions for basic navigation in your QuickBooks data file.
- Setting up Citrix on a Macintosh – Special instructions for our Mac users.
- Understanding Bookminders Monthly Statement – Information on what is included on your monthly statement.