Kelly Tyndall

Merchant Processor Overview

1. Knowledge Base
2. Invoices & Payments
3. Payments

      ProPay  OpenEdge  Owner/Company Each is a division of Global Payments, the leading worldwide provider of payment technology and software solutions. CC Fees 2.9% + 20c/transaction ...

• Edited March 10, 2023 18:36
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Migrate QuickBooks Company File

1. Knowledge Base
2. Quickbooks

Steps to take in preparation for an account that is: Switching QBD to QBO Switching QBO to QBD It is imperative to contact SingleOps support prior to making this change.  Account owner to get th...

• Edited March 10, 2023 14:22
• 1 follower
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Sales Rep/Estimator Best Practices

1. Knowledge Base
2. Best Practices

Sales Rep/Estimator Best Practices Get professional estimates to customers quickly to close more business faster. Enable your sales teams to maximize opportunities and utilize detailed analytics to...

• Edited February 16, 2023 16:05
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• 0 comments
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Connect QuickBooks Online

1. Knowledge Base
2. Quickbooks

In this article: Sync QuickBooks Online with SingleOps Connect QuickBooks Online Video   Sync QuickBooks Online with SingleOps 1. Navigate to: Admin > Account Settings 2. From the blue menu, selec...

• Edited February 01, 2023 17:32
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• 1 vote

Quickbooks Sync Advanced Troubleshooting

1. Knowledge Base
2. Quickbooks

Clear ID QBO Invalid Grant  3170 Dividing Date Clear ID If you have created these invoice in QB or they have been unlinked from the SingleOps version you may want to delete them in QB before synci...

• Edited January 05, 2023 14:08
• 1 follower
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How to Set Up Your Account for Deposits

1. Knowledge Base
2. Invoices & Payments
3. Deposits & Prepay

• Edited November 30, 2022 18:41
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How to Use Deposits

1. Knowledge Base
2. Invoices & Payments
3. Deposits & Prepay

• Edited November 30, 2022 18:41
• 0 followers
• 0 comments
• -1 votes

PHC Best Practices

1. Knowledge Base
2. Best Practices

  In this article: Plant Health Care in SingleOps Estimating & Scheduling Chemical and Weather Tracking  Plant Health Care in SingleOps  SingleOps makes it easy to manage Plant Health Care in Sing...

• Edited November 17, 2022 16:25
• 1 follower
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Billing Best Practices

1. Knowledge Base
2. Best Practices

  Billing Best Practices Confirm Billable Items & Approve Jobs Invoicing  Manage Quickbooks Syncing (If applicable) Manage Purchase Orders (If applicable) Review Invoice Account Settings Billing Be...

• Edited November 17, 2022 16:12
• 1 follower
• 0 comments
• 1 vote

Snow Best Practices

1. Knowledge Base
2. Best Practices

This article will list and describe what tools, tips, and key configurations are best fit to make your snow shoveling, plowing, salting/melting jobs, etc. successful. Tips & Tricks On Demand Jobs V...

• Edited November 08, 2022 13:30
• 1 follower
• 0 comments
• 0 votes