Webinar: Question and Answer Session Navigate all webinar topics… Overview Customer Purchasing Sales Manufacturing Inventory Reporting System Add-on Modules QuickBooks 3rd Party Integrations What’s New Tips & Tricks Q&A Consultant Archive In this Q&A session, we cover answers to questions about QuickBooks sync, Configuration Management options, and Importing Data. The presentation begins with questions sent in prior to the webinar and ends with live questions. Play Webinar Outline Questions Sent in Prior to Webinar Creating a new QuickBooks file – correct process (0:26) Purchase and Sales Order Default Requested Date (6:00) Days to Pick Options Default Purchase Order Status (9:17) Making a report available on the Dashboard Panel (10:20) Adding Selection Prompts to a Report (11:55) Adding reports to Dashboard Panel (14:13) Creating Price Codes (17:51) Demo (19:10) Promotional and Tiered Pricing (18:04) Demo (20:30) Customer Default Price Code (25:02) Creating Transfer Import from PO (29:04) Demo (31:01) Posting Options for Transaction Imports (30:22) Showing Options on Import (35:16) Live Questions What do you mean by a new QuickBooks file? (37:39) Where can I find previously recorded webinars? (40:13) I’m receiving warnings when posting receipts about back dating the transaction, what should I do? (40:55)
