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Kaitlin

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  • QuickBooks Settings Page

    1. Knowledge Base
    2. Quickbooks

    In this article: QuickBooks Settings Navigation Edit QuickBooks Settings Page    General Ledger Settings    Sync Preferences Connect QuickBooks Online / QuickBooks Desktop   QuickBooks Settings Pag...

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    • 1 follower
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  • Reconcile Funds | ProPay

    1. Knowledge Base
    2. Invoices & Payments

    In this article:How Does ProPay Batch Funds?Gross Funding vs Net FundingSteps to Reconcile in SingleOps How Does ProPay Batch Funds? Payment Taken  Next day fundingFunding is an event entirely cont...

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    • 1 follower
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  • Deactivate or Activate a User

    1. Knowledge Base
    2. Admin & Account Settings

    ⚠️You must have Admin permissions to deactivate or activate a user in SingleOps.In this article:What is a User?Before Deactivating a UserDeactivate a UserActivate a User*Note: Deactivating a User w...

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    • 1 follower
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  • Add New Vendors

    1. Knowledge Base
    2. Purchases, Inventory & Expenses

    Add New Vendors    Admin Setup    Purchase Order Additional Notes   Add New Vendors New Vendors can be added to SingleOps in two ways: Admin Setup Navigate to: Setup > More > Vendors Select New ...

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    • 1 follower
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  • Connect or Re-Connect QuickBooks Online

    1. Knowledge Base
    2. Quickbooks

    In this article: Sync QuickBooks Online with SingleOps Connect QuickBooks Online Video Re-Connect QuickBooks Online Important QuickBooks Resources If you are out of Implementation, and looking to c...

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    • 1 follower
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  • Batch Reschedule Visits/Tasks

    1. Knowledge Base
    2. Scheduling

    Batch Schedule & Reschedule available on Plus & Premier Tier In this article: Batch Reschedule Visits & Tasks Batch Renew Visits & Tasks Video   Batch Reschedule Visits & Tasks Navigate to the Ca...

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    • 1 follower
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  • Payment Records Report

    1. Knowledge Base
    2. Reports

    The Payment Records Report displays all payment and refunds by date and Operation. Any payment that shows in this report is already applied to an invoice, so payments not yet applied will NOT displ...

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    • 1 follower
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  • Client Portal

    1. Knowledge Base
    2. Clients & Contacts

    In this article: Client Portal Overview Client Portal Video Share Client Portal with a Customer Customer Login Set-Up Client Portal as a Lead Form Manage Client Portal Leads Client Portal FAQ   Cli...

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    • 1 follower
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  • QuickBooks Desktop Best Practices

    1. Success Center
    2. Best Practices

    QuickBooks Desktop Integration available on Plus & Premier Tier Daily Workflow  Reduce Duplicate Data Entry   Daily Workflow  The QuickBooks Online Unsynced Entities should be checked daily. This w...

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    • 1 follower
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  • GPS Hardware Troubleshooting Guide

    1. Knowledge Base
    2. My Day, Timesheets & Labor Tracking

    Wired Asset Trackers Wired Vehicle Trackers Plugin Trackers (OBD & JBUS) Non-wired Asset Trackers How to Contact SingleOps   Wired Asset Trackers Check for Power Is the device receiving power? Th...

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    • 1 follower
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