SimpleQB Concepts

Procedures

When you add or update the menu in QuickBooks, a single menu item is created for each procedure. A procedure is a series of steps that manipulate data or call SimpleIndex to scan or retrieve documents. The procedures can be created, deleted, loaded and saved from the procedures dialog that is accessible by directly starting the program from the start menu, or by accessing the procedures menu item inside QuickBooks.

Steps

Steps are what compose the procedures that are accessed from the QuickBooks integrated menu. A step has one a few different functions; it can call a SimpleIndex configuration or other program, retrieve data from QuickBooks or another ODBC compatible database, and import data to QuickBooks or a database.