Updated Articles

  1. Linking Tax Profiles to Company Records

    Provides steps to link a tax profile to a company record.
  2. Understanding Payment Methods

    Provides an index of related guides for general payment methods and credit card payments.
  3. Using Templates for Purchase Orders

    Provides steps to assign templates for quicker order entry.
  4. Deactivating Notice Setups

    Provides steps for reducing the number of notices that get sent to your team members.
  5. Troubleshooting Authorize.Net Errors

    Provides a link to the Authorize.Net customer support for difficulties with this 3rd-party software.
  6. Troubleshooting DayBack Calendar Errors

    Provides a link to DayBack Calendar customer support for difficulties with this 3rd-party software.
  7. Viewing the Check Register

    Provides steps for reviewing receipts, disbursements, and other accounting transactions in the check register.
  8. Troubleshooting ReadyShipper Errors

    Provides a link to ReadyShipper customer support for difficulties with this 3rd-party software.
  9. Troubleshooting WooCommerce Errors

    Provides a link to WooCommerce customer support for difficulties with this 3rd-party software.
  10. Troubleshooting Shopify Errors

    Provides a link to Shopify customer support for difficulties with this 3rd-party software.