Payment Methods
_**Payment Methods**_ Many customers pay with different types such as Cash, Check, Visa ect. Within Settings you are able to add/edit these this way you can keep track of what and how your customers are paying. Go to Settings from the Main Menu ![][1] Then choose Payment Methods ![][2] This will bring up the lis…
Finance Reports
This video shows the reports that any bookkeeper of finance person may need.
Paying Multiple RO's/PS
_**Paying Multiple RO's/PS**_ Within the Accounting Section there is an option to pay multiple RO's/PS. * From the Main WIP, Click Accounting ![][1] * Click Accounts Rec. (A/R) ![][2] * Click on Payments for Multiple RO/PS ![][3] * Search for the customer that the payment should be applied to * Clic…
Quickbooks Online Integration via APINation
Shop Boss now has a new integration tool for Quickbooks Online with our new partner, API Nation. This integration offers excellent features compared to our current tool. * All payments, repair orders and part sales are posted to QBO in real-time * When a repair order is closed, it is automatically sent to QB…
Accounting Section
**Our accounting system is broken up into four main areas. Accounts Payable, Accounts Receivable, Banking, and Expenses. This will be a short overview of these four sections.** * **_Accounts Payable _- Track the expenses that you need to pay. Items like your rent, phone bill, utilities, etc are listed here and can …
