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Quick Setup

Overview and System Requirements Initial Sync with QuickBooks Create an Order FormĀ or Price List Place an Order Get Orders into QuickBooks Add Company Users Customize the Sales Rep Portal Add Sales Rep Users Customize the Customer Portal Add Customer Users

Posted in Quick Setup

Settings menu

Company Profile Edit Profile Sales Rep and Customer Accounts Manage Sales Rep Access Manage Sales Rep Portal Settings Manage Customer Access Manage Customer Portal Settings Company User Accounts Manage Company User Access Manage Warehouse Access Configuration Settings Order Bridge Install

Posted in Menu Items

Alerts menu

Set Alerts Alert History

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Reports menu

Net Sales Net Cash Estimates Sales Orders Invoices Payments Sales Receipts Credit Memos Sales Orders by Rep Invoices by Rep Sales Orders by Customer Sales Orders by Customer/Item Invoices by Customer Invoices by Customer/Item Sales Orders by Item Invoices by

Posted in Menu Items

Items menu

Item List Top Items Sales Orders by Item Invoices by Item

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Customers menu

Customer Listing Top Customers Sales Orders by Customer Sales Orders by Customer/Item Invoices by Customer Invoices by Customer/Item

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Sales Reps menu

Sales Reps Top Sales Reps Sales Orders by Rep Invoices by Rep

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Shipments menu

New Shipments Pending Shipments

Posted in Menu Items

Orders menu

Manage Lists and Forms Pricing and Availability New Order Saved Drafts Pending Orders Pending Order Item Summary (Requires Approved Orders feature) Pending Order Item Detail (Requires Approved Orders feature) Pending Order Item Totals (Requires Approved Orders feature)

Posted in Menu Items

Web Connector Error: QBWC1039 Unique Owner ID/File ID pair value required

If you see this error: QBWC1039 Unique Owner ID/File ID pair value required when adding a new QWC file to the web connector, the <OwnerID> in the QWC file needs to be adjusted. 1. On the computer where QuickBooks and

Posted in QuickBooks Web Connector