How To's
Late fees must be added as a line item and a product and service. The price will display correctly, but due to restrictions in Intuit API, it will n...
Tue, Nov 19, 2024 at 4:55 PM
Login to your QuickBooks From the Home Page Click on Record Deposits A list of Payments to Deposit will appear You can select a few or SELECT ALL ...
Tue, Nov 19, 2024 at 5:00 PM
How to remove the Application from Web Connector 1. Open the web connector and click Remove on the application. (QuickBooks | File > Update Web Servi...
Tue, Nov 19, 2024 at 5:02 PM
From the Dashboard go to Invoices Tab From there click on a specific invoice number You will be on the invoice details - Click on Invoice message ...
Tue, Nov 19, 2024 at 5:02 PM
From The Dashboard Go to Customers Click on customer name Click on email history Click on Send Email Choose Template "Reset Passw...
Thu, Feb 16, 2023 at 10:38 AM
The default setting of all system email templates is to attach a Chargezoom generated invoice PDF. This can be turned off for one specific email, or if you ...
Tue, Nov 5, 2024 at 11:10 AM
1. Make sure the web connector is running. Web connector must be running in order for the sync to happen. The default sync interval for QBD is 30 minutes H...
Tue, Nov 19, 2024 at 1:07 PM
Follow the steps below to set up surcharging: 1. From the dashboard, select the Features tab located left side of the screen. 2. A drop-down wil...
Tue, Nov 19, 2024 at 2:58 PM