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 Then choose Payment Methods This will bring up the list of …
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 * Click Accounts Rec. (A/R) * Click on Payments for Multiple RO/PS * Search for the customer that the payment should be applied to * Click the Customer Name, a…
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 c…
