INTUIT QUICKBOOKS: Using Built-In Templates to Communicate with Your Customers, Vendors, and Employees

One of the best-kept secrets in QuickBooks is that it contains dozens of pre-made letters you can use to communicate with your customers, vendors, or employees. One of the things I cover in my Quickbooks classes is templates.
 
For customers, templates include everything from collection and bounced check letters to an apology or approval/denial of credit. Vendor letters include a request for credit or a charge dispute. And using these templates, you can easily acknowledge your employees’ birthdays or inform them of their vacation or sick time! You can also easily edit the pre-made templates or make your own.
 
To begin, click the Company menu and choose Prepare Letters with Envelopes:
 
 
For this example, I selected Collection Letters. On the first few screens, I selected and then reviewed the Recipients.
 
 
 
 
You can decide if the tone of your letter is to be formal, friendly, or even harsh. In my example, I went with a Friendly collection notice.
 
 
 
I filled in the name and Title of the person who is going to be signing the letter.
 
 
From there, QuickBooks performs a little magic by taking you into Microsoft Word and essentially creating a finished document with the relevant information that it got from QuickBooks.
 
You can edit the documents or print them. In addition, if you switch back to QuickBooks, this dialog box appears and allows you to create and print envelopes to go along with the letter.
 
 
 
Click OK and you will again be transported into Word, where you will be able to print the envelopes. To be honest, the accounts receivable collection best practices includes properly feeding the envelopes into your printer, so you avoid printing invoices backward or upside down! But that is a topic for another day.
 
 
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Rosemary McCracken is a computer trainer with over 25 years of experience in the classroom. She teaches all levels of Microsoft Word, Excel, PowerPoint, Access, Visio, and Outlook. In addition to Microsoft products, she also teaches QuickBooks, InDesign, HTML/CSS, and WordPress. Rosemary has a B.S. from James Madison University. She is Microsoft Office Expert Certified and is also a Certified Online Training Professional.
 
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Rosemary is teaching several IconLogic classes including HTML5 BasicsCSS, Styles Basics Training, and several classes on QuickBooks.

Adobe RoboHelp 2019: The Essentials Now Shipping from Amazon.com

We are proud to announce that our newest book, Adobe RoboHelp 2019: The Essentials workbook is now available on Amazon.com as both a print book or eBook.

About the book:

Rh2019_frontcover_sm“Adobe RoboHelp 2019: The Essentials” is a self-paced, step-by-step workbook that teaches you the essential RoboHelp skills needed to create and deliver user assistance (software/application help systems, operations manuals, policies and procedures… the list is endless).

Step-by-step instructions guide you through the process of creating new RoboHelp projects and topics from scratch. Learn to import content from Microsoft Word and HTML files.

Enhance your topics with graphics, and interactive multimedia (using eLearning content created in Adobe Captivate).

Improve the navigation of your content by adding hyperlinks, indexes, and glossaries.

Increase your production efficiency by learning about cascading style sheets, variables, snippets, and master pages.

Learn how to control the look of final output via Skins and presets.

Deliver content that can be consumed on any kind of device including desktops, laptop, smartphones, and tablets using output such as Responsive HTML5, WebHelp, HTMLHelp, and even eBooks.

This book features:

  • All of the Adobe RoboHelp projects, images, audio files, and other assets to get started (Just download the free RoboHelp 30-day trial software from the Adobe website and jump in!)
  • Dozens of step-by-step, hands-on activities
  • Confidence Checks to challenge your new skills

  • Hundreds of supporting screen shots

You can order the print book here and the eBook (Kindle) here.

ADOBE ROBOHELP: Fixing Broken Links

Broken links… they happen (just like stuff).
 
Perhaps you imported HTML content into RoboHelp that contained one or more links. It’s possible that some of the links in the document were broken in the source file. If there are broken links in the document before you import the document, they’ll remain broken in RoboHelp when the imported content becomes a RoboHelp topic. And of course, there are all kinds of ways you can break a link all by yourself from within RoboHelp (it’s as simple as deleting a source topic or, when editing a topic in HTML view, deleting an important tag).
 
In the image below, a topic in my RoboHelp project contains a link (the link is supposed to go to a topic about the corporate policy on the consumption of alcohol during work hours).
 
 
While the link looks fine, it’s actually broken (the name of the target file is different than what is referenced in the HTML code). Anyone clicking the link is going to see the following page (instead of the information about alcohol).
 
 
Regardless of how a link gets broken, it’s great to know you can fix the problem easily. To begin, check your project for the existence of broken links by choosing Edit > Fix Broken Links
 
If the Fix Broken Links box that appears is empty, awesome… you don’t have any broken links. In the image below however, you can see that I have a broken link in one of my topics.
 
 
After clicking the Replace button, all I needed to do was find the target topic (Alcohol Policy) and click the Link button.
 
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Adobe just released update 5 for Adobe RoboHelp 2019. To get the free update, choose Help > Updates. You'll see that version 14.0.5 is available for immediate download. All you'll need to do is click the Update button. Depending upon your internet speed, the update should only take a few minutes (you'll need to close RoboHelp while the update is in process). Adobe is planning to update RoboHelp regularly (the updates fix bugs and add features so it's a good idea to check for updates about once per month).
 
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If you're looking to learn Adobe RoboHelp, we've got you covered in these live, online instructor-led RoboHelp classes and mentoring sessions.

eLEARNING DEVELOPMENT: How Much Time Does It Take to Create eLearning?

One of the more common questions that I get from new eLearning developers is how much time does it take to produce published content. The answer depends upon a couple of factors. For instance, which eLearning tool are you going to use? Is it Adobe Captivate? How about TechSmith's Camtasia? Or maybe you're going to use Articulate Storyline?
 
Here's another factor: how many minutes of eLearning playtime are you looking to produce? Are you creating a 30-minute course? 60 minutes?
 
I have extensive experience using Storyline, Captivate, and Camtasia. In my experience, it will take you approximately 2 hours of labor to produce 1 minute of eLearning playtime if you use Captivate or Storyline. If you use Camtasia, your labor will go down a bit (1 hour or perhaps 1.5 hours for every 1 minute of video playtime). 
 
The production times mentioned above do not include the following:
 
Writing an eLearning script or developing a storyboard
 
If you’re creating a software simulation, you’ll need a step-by-step recording script. If you’re creating soft skills content (lessons such as conflict resolution or onboarding), I've found that it could take between 1-2 hours to write a single minute of content.
 
Rehearsing the Script
 
Once you're written the software simulation script, you'll likely need to run through it multiple times to ensure it's accurate.
 
Writing an Audio Script
 
If you're going to include voiceover audio (and I highly suggest that you do since audio has been shown to improve the learner experience), you should create an audio script. It could easily take you 40 hours or more to prepare an audio script.
 
Recording the Software Simulation or Video Demo
 
Once you've written a script, recording screen actions in any of the eLearning tools is simple and shouldn't take more than the actions detailed in the script. For instance, if the script has you recording a 3-minute process in Microsoft Word, it should only take 3-minutes to record the process. And while recording screen actions doesn't take a lot of time or special skills, if there are a lot of simulations to record, you'll need to factor the time in your budget.
 
Developing Assets Externally
 
I mention below that you can save production time in your eLearning tool by creating as much of the course assets as possible outside of the eLearning tool. Many people create the content in PowerPoint and simply import the content into the eLearning tool. While that means there will be less content to create in the eLearning tool, don't overlook the fact that the content still needs to be created in that other tool. In my experience, creating content in PowerPoint is easy. However, it still takes time. In fact, I'd put the development time in PowerPoint at about the same development time as working within Camtasia (1-1.5 hours for every minute or presentation play time).
 
The production clock begins ticking after you create a blank project, open a project containing previously-recorded content, or import external content such as a PowerPoint presentation.
 
Production includes, but is not limited to:
  • Adding/editing text content such as callouts/captions
  • Adding images
  • Adding animations
  • Adding interactivity (Buttons, clickable hotspots, menus, etc.)
  • Creating quizzes
  • Publishing to an LMS or web server
  • Testing the published content
  • Fixing errors found during the testing process
  • Republishing and retesting
Looking to save time? You can trim production times significantly by following these tips:

Create Just In Time eLearning

If creating a software demonstration in Captivate or Storyline, record the lesson and simply publish it without going from screen-to-screen and tweaking any of the timing or the text. When an eLearning developer simply records a lesson and publishes it without much post-production, I call those kind of eLearning modules "just in time eLearning." Depending upon your audience, "just in time eLearning" may be perfectly appropriate. Why spend the production time creating a highly-polished lesson if it's not necessary?

Use Microsoft PowerPoint

If creating a soft skills lesson, create the bulk of the content in Microsoft PowerPoint. All three eLearning tools mentioned above allow you to take existing PowerPoint content and quickly create eLearning out of it. In my opinion, Captivate and Storyline handle the PowerPoint content more elegantly than Camtasia, but the bottom line is that you can re-purpose existing content. Assuming you are satisfied with the original PowerPoint content, and you don't need to add additional content (beyond possibly a quiz) in the eLearning tool, the production time for converting PowerPoint to eLearning should be no more than 1 hour of production time for every minute of eLearning playtime.

Use Templates

If you start a project with a well-conceived and implemented template, each of your projects will have a consistent look and feel.

Depending on the Tool, Go Demo or Sim

If you use Camtasia, I suggest creating software demonstrations instead of simulations. If you add interactivity (hotspots) to a Camtasia project, you will need to post the lesson to a server to test the interactivity. That kind of back and forth simply takes too much time. However, creating software simulations in Captivate and Storyline is so quick and easy, I think it's actually faster to produce simulations over demonstrations. The pesky mouse pointer that is typically included in a demonstration always need a significant amount of production attention (you'll likely need to adjust the pointer position, pointer path, click effects, and click sounds). Since simulations don't typically include a mouse pointer, those production issues go away.

What's your experience with eLearning production times? I'd love to see hear about the eLearning tools you're using. How much time it takes you to produce each minute of eLearning. Feel free to share your thoughts below.
 
We've created an online tool that will help you calculate how long it can take to develop eLearning (the tool supports Captivate, Camtasia, Presenter, and more). Check out the tool on the IconLogic website.
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IconLogic has deep experience developing eLearning. If you need assistance with your next project, we can help!

ADOBE ROBOHELP 2019: Update 5 Available

Adobe just released update 5 for Adobe RoboHelp 2019. To get the free update, choose Help > Updates. You'll see that version 14.0.5 is available for immediate download. All you'll need to do is click the Update button. Depending upon your internet speed, the update should only take a few minutes (you'll need to close RoboHelp while the update is in process).

Adobe is planning to update RoboHelp regularly (the updates fix bugs and add features so it's a good idea to check for updates about once per month).

If you're looking to learn Adobe RoboHelp, we've got you covered in these live, online instructor-led RoboHelp classes and mentoring sessions.

TRAINER TRAINING & CERTIFICATION: Next Online Class is February 19-20!

Learn to Teach Live, Online Classes
Master Some Amazing Tactics For Engaging Virtual Learners

Get Certified to Teach Live, Online

Teaching live, online classes isn't as easy as it sounds. Learn how to engage learners who attend your classes from anywhere in the world!
More and more companies are embracing live, online classes. If your company wants you to teach online, great. But teaching online isn't as easy as it sounds. For instance, how can you be sure that your class isn't boring? How can you keep your audience engaged, even when your content isn't very exciting?
 
The International Council for Certified Online Training Professionals (ICCOTP) promotes standards of excellence in delivering online training in a wide variety of formats by instituting a certification process for online trainers.
 
The Certified Online Training Professional (COTP) course aims to ensure that online training events and classes provide high-quality, memorable, enjoyable, and, most of all, effective learning experiences to participants.
 
Learn some best practices for engaging an online audience. Learn the hardware and software you'll need to host online training. Are your materials ready for an online world? We'll teach you how to prepare your existing materials for online access and even how to create awesome, visually-appealing presentations.
 
If you need to include quizzes in your online course, do you know how to create effective questions (and surveys)? We'll show you how. And you'll get a chance to take the controls of an online training room and teach for a few minutes to your fellow COTP candidates.
 
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Sign up for the February class using coupon code SKILLS10 and save 10% off the price of certification. Learn more about the certification course (and sign up) here.

ADOBE CAPTIVATE: Getting Past the DPI Awareness Error

Creating software simulations has always been one of Captivate's core strengths. From the Home screen, double-click Software Simulation, select the area of the screen or application to record, select your mode (or modes), click the Record button, and away you go.
 
The recording process is seamless, except when it's not. These days I'm seeing a particularly frustrating error appear for more and more of my students. After double-clicking Software Simulation, instead of seeing a Recording Area and a control panel, users are seeing an error message about DPI Awareness. Specifically, the message says "Capture is disallowed since High-density displaying was detected. Please set 'DPIAwareness = 1' in AdobeCaptivate.ini and restart the application."
 
 
Fortunately, the error only seems to affect people running a recent version of Windows 10 and only developers who are using a PC with a Retina display (such as a Microsoft Surface Pro). Unfortunately, there are more and more people with Retina displays who are reporting the error.
 
You can manually locate the AdobeCaptivate.ini file mentioned in the message by looking in the Adobe Captivate application folder. You can then edit the file in Notepad and change the DPI Awareness from 0 to 1 (and then restart Captivate).
 

 
After changing the DPI Awareness and restarting Captivate, the Captivate software will be pretty small. However, you'll be able to move forward with recording the software simulation.
 
While it's not difficult to edit the ini file, I'm betting if you're like most people, editing a support file in Notepad isn't something you're anxious to do. If so, I have a few alternatives for you.
 
First, close Captivate. Then right-click your desktop and choose Display settings. From the Scale and layout area, choose 100% from the Change the size of text, apps, and other items drop-down menu.
 
 
Return to Captivate and try to create a software simulation. If the DPI Awareness issue is gone, great. If not, exit Captivate, right-click your desktop and choose Display settings again. From the Scale and layout area, click Advanced scaling settings.
 
 
From the Fix scaling for apps area, turn off the option that allows Windows to try to fix apps so they're not blurry.
 
 
Return to Captivate and try again to create a software simulation. If things still aren't working, don't panic… I've got one more trick up my sleeve. With Captivate once again closed, right-click the AdobeCaptivate.exe file (located in the Adobe Captivate application folder) and choose Properties.
 
 
On the Compatibility tab, select Run this program in compatibility mode and choose Windows 8 from the drop-down menu.
 
 
Click the OK button and restart Captivate. While the program itself may look tiny, you'll be able to move forward with your software simulation.
 
Until a better solution is made available from either Adobe, Microsoft, or both, one or a combination of the steps above will likely work for you. If you have a better workaround, please share via a comment.
 
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ADVENTURES IN TEACHING: Getting Hooked as a Live, Online Trainer

by Jennie Ruby, CTT, COTP

As I write this, I am sitting at home looking out at a storm that has paralyzed commerce up and down the East Coast. I’m making no money. That is because an in-person class I had scheduled for today had to be cancelled. It was postponed until next year. Had I been scheduled for an online course, I would be working, and getting paid, today.
 
I’ve been in the training industry for more than 20 years, and at this point I am making most of my income by teaching online. When I have to go onsite to teach, I feel very put-upon: “You mean I have to get up before dawn? I have to get dressed in a suit? Drive in the hurricane or in the snow? On the BELTWAY???” 
 
When I reflect upon it, I realize that these are strange words coming from an erstwhile hardened road warrior. I’ve taught all over this town (I’m in the Washington, DC, area) and all over this country (I’ve been to 47 of the 50 states!). But now I most often teach from the comfort of my home office. 
 
No, I do NOT teach in my pajamas. C’mon! I know you were thinking that! Usually jeans and a nice shirt, if you must know. The nice shirt is just in case the webcam comes on by accident. (One must at least be minimally presentable, after all.)
 
So how did I first discover teaching online? To find the beginning of my online story, we have to go back almost to the turn of the century. No, not THAT century! The most recent turn of the century. Here is the story of how I became one of the early adopters of online teaching.
 
I was sitting in a manager’s office, because it was one of the few spaces offering some quiet in the busy classroom building. Participants in other classes were chatting in the hallway on their way to their morning break. I tested my headset to see whether that background noise was coming through.
 
“Can you hear the people talking in the hall?” I asked my online students.
 
“No, I don’t hear anything,” came the response.
 
“No” “No”—a string of no’s scrolled quickly in the chat window.
 
I was just beginning my first online class ever. It was the fall of 2001. 
 
Now before you think you can guess what happened next, let me tell you that the horrendous events of 911 had already taken place. And plane travel in the United States was a very fraught topic right about then. I had already had a teaching gig in California cancel. And the flow of students who came in from all over the country to our onsite training center had all but dried up.
 

 Can you hear me now?


So when the manager of a company where I was routinely teaching face-to-face classes asked me to look into this new concept of teaching online, I grabbed the chance. 
I did some research. We mailed the usual classroom printed handouts to the scheduled attendees. And now I was in my first online classroom…
 
…when the fire alarm went off.
 
“I can hear that!” said one of my online students.
 
“Oh my gosh! I am going to have to evacuate the building,” I said. To think of not obeying the fire alarm was not possible—right about then, we were all taking our fire drills very seriously. Plus, the alarm was so loud it was nearly physically impossible to stay in the building.
 
So I told my students that if I wasn’t back in 20 to 30 minutes, they should hang up their phones and log out, and we would reschedule the class. I put the audio on mute, I took off my headphones, and I exited the building.
 
It did turn out to be just a drill, and when I got back inside, all of my students were still there! They had talked among themselves, they had made friends and become acquainted, and they had kept their headsets on and stayed logged in until I returned. The rest of the class went off without a hitch. (I have absolutely no recollection of what the class was about.)
 
But that first online class set the new direction for my career. Air travel returned, and that training company went back to business as usual in classroom training. But I was hooked… online!
 

 
Jennie Ruby, CTT, COTP, is a veteran eLearning developer, trainer, and author. Jennie has an M.A. from George Washington University and is a Certified Technical Trainer and Certified Online Training Professional. She teaches both classroom and online courses, and has authored courseware, published training books, and developed content for countless eLearning projects. She is also a publishing professional with more than 30 years of experience in writing, editing, print publishing, and eLearning.