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How do I push Inventory to QBO?
Inventory Module » Inventory FAQ » How do I push Inventory to QBO?
How do I push Inventory to QBO? iPoint does not support inventory in QuickBooks online. QuickBooks Online has multiple versions, and only the Plus version can track inventory. At this time, we are developing the iPoint Sync to work with the most common versions of…
How do you handle defective inventory?
RMA Module » RMA FAQ » How do you handle defective inventory?
There are a couple of options on how to use iPoint to handle defective items. . If the vendor is replacing the inventory. Create an RMA Warehouse in Settings > Module Settings > Items > Inventory Locations Transfer defective or damaged product into the RMA…
How do I make Inventory Counts in QB match iPoint?
Inventory Module » Inventory FAQ » How do I make Inventory Counts in QB match iPoint?
Making Inventory Counts in QB match iPoint Update QuickBooks Stock Levels Inventory is reduced in QuickBooks every time you push a Delivery or Standard invoice. Similarly, when you push a Purchase Order Item Receipt, the inventory quantities in QuickBooks are…
How do you Push Inventory Receipts to QB Using a Different Date than the PO?
Purchase Orders Module » Purchase Orders FAQ » How do you Push Inventory Receipts to QB Using a Different Date than the PO?
If you create a purchase order on Sept 23 and sync it to QuickBooks, the QB PO is also dated Sept 23. But if you receive items on the purchase order on Sept 28, the synced item receipts still show up in QuickBooks as being received on Sept 23, the date of the Purchase…
How do you change an Inventory Type?
Items Module » Items FAQ » How do you change an Inventory Type?
How can you change an items inventory type? While it is simple in iPoint to change an inventory type (you simply change the dropdown item) it is not so easy when it comes to QuickBooks. QuickBooks will not let you change the inventory type of an item after it has been…
How do I delete a sales order?
Sales Orders Module » Sales Order FAQ » How do I delete a sales order?
The first step in deleting a sales order is to revert it to a proposal. Once you have reverted the sales order to a proposal, then you can delete it. Complete the following steps to delete a sales order. . Step 1. Revert the sales order to a proposal Delete any…
How do I simplify the delivery invoice process?
Sales Orders Module » Sales Order FAQ » How do I simplify the delivery invoice process?
Create All Delivery Invoices Create, sync, and apply RFP credits to delivery invoices in no time. No need to do each step for each individual Sales Order – you can check this off your list in just a few steps. 1. Create All Delivery Invoices From the Sales…
How do I Edit my Contract/Custom Template
Proposals Module » Proposals FAQ » How do I Edit my Contract/Custom Template
How do I edit my contract? There are a few ways to edit your proposal contract. Is this for a current proposal or just future proposals? Do you want one contract or multiple? In order to not get lost in the options, follow this handy guide! How Do I Edit My Contract…
How do I add tasks to my Work Order from a Project?
Work Orders Module » Work Orders FAQ » How do I add tasks to my Work Order from a Project?
If you have a task attached to a project, and want to insert it into a specific work order – Guess what? You totally can! New Task from Project in a Work Order To create a new task inside a Work Order that is already in the Project: Inside the Work Order simply…
Can I link sales orders together?
Sales Orders Module » Sales Order FAQ » Can I link sales orders together?
Yes, you can! . A great example of when you might use linked sales orders is when you’re working with a builder. Say the builder does a base package, and a particular homeowner has requested upgrades to the base package. Two sales orders are created so that…
How do I replace parts on a work order?
Work Orders Module » Work Orders FAQ » How do I replace parts on a work order?
Add a Replacement Part to the Work Order We’re here to help you take the guesswork out of some of the technology troubles you may encounter. In this edition of “Help! Robots are taking over the world,” we bring you the fol-low-ing: How to Replace Parts on a…
How do I enter time manually on a work order?
Work Orders Module » Work Orders FAQ » How do I enter time manually on a work order?
Manual Entry on iOS From a work order, tap the time icon at the bottom right Tap the Manual Entry button Choose a user from the Resource dropdown list Choose Labor Phase from the Labor Phase dropdown list Type in any relevant notes in the Memo field…
How do you take payments?
Accounting Module » Accounting FAQ » QB FAQs » Accounting Process FAQs » How do you take payments?
There are several ways to take a payment from your client! Add a payment to an invoice – find out how to here What if I took a payment in QB on an invoice I had sync’d there? Can I pull that payment back to iPoint? Yes! Credit Card Processing…
How can I manage Wire?
Items Module » Items FAQ » How can I manage Wire?
Master Packs Master Packs are the way iPoint handles bulk ordering. For example, you don’t order 1 foot of wire at a time. You’ll order a box or roll that contains 500 or 1000 feet. However, you may want to sell wire by the foot to track inventory and/or…
Inventory Module
Inventory Module
Inventory Module Selections From the iPoint dashboard, clicking on the Inventory module gives you four options: Inventory Dashboard – this takes you to the inventory dashboard, where you can choose what part of the inventory process you want to work on.…
Inventory Reports
Inventory Module » Inventory Reports
Inventory Reports The Reports dashboard gives you access to the Inventory Reports. (I know, that’s hard to believe, right?) Stock Asset Value Stock Levels By Location Items in Specific Location . . . . . . Stock Asset Value Report Stock Asset…
Inventory FAQ
Inventory Module » Inventory FAQ
See links below for Frequently Asked Inventory Questions How to push Inventory to QBO Match Inventory Counts between QB & iPoint Product Manager vs. Purchase Request ;Manager
Physical Inventory
Inventory Module » Inventory Reports » Physical Inventory
*Please note that the Physical Inventory is meant just to count available stock. It is not meant to count any allocated stock. !If you are new to iPoint and this is your FIRST inventory – be sure you are ready to live in iPoint. That means once you commit the…
How do you Create Custom Items?
Items Module » Items FAQ » How do you Create Custom Items?
How can you create and use a custom item? . If you do not want to add multiple items to your Item database (ie: shades), but want to add the item to a proposal/work order/project, then request and track that product through installation, you may want to create an item…
How do iPoint transactions impact Quickbooks financials?
Accounting Module » Accounting FAQ » QB FAQs » How do iPoint transactions impact Quickbooks financials?
For the most part, every transaction you sync from iPoint to QuickBooks deals with either inventory or accounts receivable. Obviously, if you are taking payments from customers, you can also directly affect the cash accounts. Transactional entries are typically…
New QuickBooks or Switching from QBO to QBD (or vice versa)
Settings Module » QuickBooks » Registration » New QuickBooks or Switching from QBO to QBD (or vice versa)
From time to time, you might find it necessary to connect iPoint to a different set of QuickBooks. For example: You have been using QuickBooks Online and have decided that the QuickBooks Desktop product might be a better fit for the way you do…
Multi-Site Inventory
Settings Module » Module Settings » Items settings » Multi-Site Inventory
If your store has multiple locations, you need to turn on the Multi-Site Inventory functionality in iPoint. With Multi-Site Inventory, you can: track inventory in multiple Sites independently of one another. assign users to work only on a specific Site. quickly…
Year End Inventory
Inventory Module » Year End Inventory
It is your favorite time of year, time to complete year-end inventory! It doesn’t matter if you are using a physical calendar year or a fiscal calendar year, iPoint will help you make sure inventory counts are accurate in both iPoint and QuickBooks! Let’s take…
How is QB Desktop impacted if we sync items as Inventory or Non-Inventory?
Settings Module » QuickBooks » Items (tab) » How is QB Desktop impacted if we sync items as Inventory or Non-Inventory?
First, let’s look at COGS when syncing items as non-inventory This is how to handle COGS when you are syncing all items to Quickbooks as non-inventory. The process to get accurate monthly COGS is the following: . When purchase orders are entered and received,…
I have a big job for both a builder and their customer. How do I enter that into iPoint?
Sales Orders Module » Sales Order FAQ » I have a big job for both a builder and their customer. How do I enter that into iPoint?
Scenario: A builder has hired you to install the low voltage for a new home they are building. They have been working with the new homeowner to specify equipment and build options. The infrastructure on the proposal you’ve provided will be paid for by the…
How do you add or remove sales order types?
Sales Orders Module » Sales Order FAQ » How do you add or remove sales order types?
The Sales Order Type field on the Sales Order Info (tab) is a self-populating list, accumulating types that are entered by various users. To add a new Sales Order Type, manually type a new “type” in the Sales Order Type field. Once entered, it will be…
Inventory Re-Order List
Inventory Module » Inventory Re-Order List
Inventory Dashboard: Re-Order The Inventory Re-Order dashboard displays any items that have fallen below their inventory minimums. If an item has been archived, it will not appear on this list, even if the min/max levels have not been removed from the…
How can I track retention on sales order jobs?
Sales Orders Module » Sales Order FAQ » How can I track retention on sales order jobs?
Retainage (often called retention) is a percentage of the amount certified as due to the contractor on an interim invoice and is deducted from the amount due and retained by the client. Primarily used for commercial contractors, the purpose of retainage is to…
How do you handle a returned/bounced check in iPoint?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you handle a returned/bounced check in iPoint?
We do not currently have a returned check function in iPoint. But here is how you process a bounced check: . Use the returned check feature in Quick Books:…
How do you remove an item that has been delivered?
Work Orders Module » Work Orders FAQ » How do you remove an item that has been delivered?
Work Order Parts Options Open the Work Order Click the Tasks/Parts button in the top right corner of the screen Make sure the Parts List tab is active Click on the delivered part you want to remove – this moves the part details into the center section of…
How do you handle an over payment on an invoice?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you handle an over payment on an invoice?
When a customer pays more than the invoice they received, there are a couple of different ways to enter this into iPoint depending on the accounting method your company has adopted. Standard and RFP-Liability invoices Open the Accounting module Select…
What happens when I sync stuff to Quickbooks?
Accounting Module » Accounting FAQ » QB FAQs » What happens when I sync stuff to Quickbooks?
The iPoint software is, among other things, a project management tool, and as such, there is limited financial reporting that takes place in the program. The majority of the reports run in iPoint deal with Project Accounting, telling you about the financial health of…
How do you process finance charges deducted by a finance company?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you process finance charges deducted by a finance company?
Accounting Finance Fees If you use a financing company that pays you directly for purchases made by your customer, chances are they will short-pay the invoice, withholding the finance charges. So how do you deal with that in iPoint? Finance charges are an expense,…
The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?
Accounting Module » Accounting FAQ » RFP FAQs » The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?
When a customer pays more than the invoice they received, there are a couple of different ways to enter this into iPoint depending on the accounting method your company has adopted. Standard and RFP-Liability invoices Open the Accounting module Select…
How do you show Discounts and Modifiers in the Grand Total Summary
Proposals Module » Proposals FAQ » How do you show Discounts and Modifiers in the Grand Total Summary
How do you show modifiers and discounts in the Grand Total Summary? Grand Total Summary To show modifiers and/or the total discount your client is getting in the grand total summary on a client proposal, change order report, or sales order summary, as a separate…
Can I switch from RFP A/R to RFP Liability?
Accounting Module » Accounting FAQ » RFP FAQs » Can I switch from RFP A/R to RFP Liability?
Yes, you can! First, a little background. When we first developed the Request for Payment system, we built it using the Accounts Receivable model. As we started working with Community Members, we realized we could build an even better mousetrap and viola! RFP Liability…
What Data Do We Sync
iPoint Library » What Data Do We Sync
One of the many nifty features the iPoint Library does is; sync. It automatically syncs to 6 different data points to align your price changes. Sync List Cost – This is your hard cost (what you pay), specific to your vendor Price – The retail…
How can I list Unit / MSRP / Labor Price on my Client Proposal
Proposals Module » Proposals FAQ » How can I list Unit / MSRP / Labor Price on my Client Proposal
How can I list a (Unit / MSRP / Labor) price on my client’s Proposal? The two columns of numbers on the client proposal can seem confusing. So, in this section, we’ll take a look at the numbers in the left-hand column: what the number choices are, where…
How do you remove an item that has been delivered on a sales order?
Sales Orders Module » Sales Order FAQ » How do you remove an item that has been delivered on a sales order?
First, you have to un-deliver the part. Open the Sales Order Click the Product tab Click the blue Product Manager button Click the Details button next to the item you want to return and remove On the This Item tab, click the red Return button above the location…
How do you remove an item that has been delivered on a Standard Invoice?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you remove an item that has been delivered on a Standard Invoice?
Follow these steps: Open the invoice and find the delivered item you want to delete. Click the Delivered box that shows the quantity delivered. This opens a Transaction window. Click on the Delivered line that shows the quantity Select an inventory location to…
Items FAQ
Items Module » Items FAQ
See links below for Frequently Asked Item Questions How do you change an Inventory Type? Custom Items Barcode Scanning for Items Alternate Vendors Multiple Labor Phases for Items
Can I Allocate Stock to a Job After it’s Ordered?
Purchase Orders Module » Purchase Orders FAQ » Can I Allocate Stock to a Job After it’s Ordered?
Say you have a Purchase Order (PO) with some stock items on it that have not yet been received. But then you realize that you actually want to use those items for a job. You don’t have to wait until the item is received or remake the PO. You can allocate those stock…
Can I merge duplicate Customers?
CRM Module » CRM FAQ » Can I merge duplicate Customers?
I’ve got two customer records for one individual. How do I merge the two customers into one? As you search through your customers, are you seeing multiples? “Hey! Aren’t Rob Marks and Robert Marks the same person? Wait a minute… did someone add…
Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?
Accounting Module » Accounting FAQ » RFP FAQs » Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?
A Request for Payment is not an invoice! Wait! What!?!?!? The dictionary defines an invoice as “a list of goods sent or services provided, with a statement of the sum due for these; a bill.” An RFP does not define goods or services that the customer…
How can I remove an item on a change order and keep the associated labor?
Sales Orders Module » Sales Order FAQ » How can I remove an item on a change order and keep the associated labor?
Items that have associated labor will get removed with that item on change orders. So how do you separate the two if you want to charge your customer for the labor but no longer want to charge for the item? And you don’t want the Change Order to read a new…
Export to Excel
Items Module » Options » QB Sync List » Sync List Options » Export to Excel
Items List: Excel to Excel To simplify the manipulation of your item list, you can export your items into an Excel spreadsheet. This is useful for doing mass edits, entering manual inventory counts, and other database processes. Once edited in Excel, the data can be…
Syncing to QuickBooks
Syncing to QuickBooks
iPoint is a project management software that runs almost every aspect of your business. From sales and service to purchasing and invoicing to inventory and time tracking, iPoint does it all… almost! While we are experts at project management and job costing,…
What happens if I have duplicate email addresses?
Marketing Module » Marketing FAQ » What happens if I have duplicate email addresses?
Duplicate emails are handled differently depending on the type of email campaign. . Date Driven campaigns – this is a marketing event like a store sale or a manufacturer’s Labor Day specials The email marketing piece will only be mailed once, regardless…
iPoint Data to QuickBooks
Syncing to QuickBooks » iPoint Data to QuickBooks
Data are the details that both software platforms share about Customers, Items, Vendors, and System Info. Think of data as the common language spoken between iPoint and QuickBooks. QuickBooks: Edit Customer window Customer Data The following chart shows the CRM…
iPoint Transactions to QuickBooks
Syncing to QuickBooks » iPoint Transactions to QuickBooks
This section of the manual is intended to explain how transactions affect QuickBooks when they are synced from iPoint. There are two primary transaction types to consider, the purchase and storing of inventory and the sale and cash receipts for goods and services…
Can I switch labor phases on a work order?
Work Orders Module » Work Orders FAQ » Can I switch labor phases on a work order?
Switch Labor Phase Phone When you Check-In for a Work Order, you first choose your Labor Phase such as travel, install, service, trim out, etc. But did you know you can switch to a different labor phase without checking out first then checking back in? This is…
Customer Bill To Address Names
Settings Module » Pop Up Lists » Customer Bill To Address Names
Pop Up List: Customer Bill To Address Names The Customer Bill To Address Name is used on the customer record in the CRM to differentiate between various addresses. For example, the customer might have a separate Billing address from the Job Site address. Or a…
Add items to a PO
Purchase Orders Module » PO Details Items List » Add items to a PO
You can add items to a Purchase Order one of three ways: From a Sales Order From the Purchase Manager Directly on the Purchase Order To add a part, click in the empty Select an Item field. This will be the first line on a new PO or the last line on an…
Can I use a double window envelope for my invoices?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » Can I use a double window envelope for my invoices?
Are you wasting money on return address labels or time on addressing envelopes by hand? Did you know you can set up your invoices to print so you can use them with double-window envelopes? To change the invoice settings to the double-window template, go…
Can I use a Job Site Address on a Proposal
Proposals Module » Proposals FAQ » Can I use a Job Site Address on a Proposal
Can I use a Job Site address on a proposal? Proposal Info When filling in the proposal address under the proposal info tab, the best practice is to select and enter in the Job Site address where the installation will take place. This way the job site address will…
Should I enter the job as a Customer or a Job?
CRM Module » CRM FAQ » Should I enter the job as a Customer or a Job?
In general, create one customer record for each customer. This record is the primary address, and any work done at that primary address will be entered here (proposals, sales orders, work orders, etc.) If the customer has a second home or location, say a vacation home…
Pictures I took with my iOS aren’t viewable in iPoint
Work Orders Module » Work Orders FAQ » Pictures I took with my iOS aren’t viewable in iPoint
Turn Off High Efficiency Photos The latest iOS update introduced a new image format called High-Efficiency photos. These images are not compatible with most Windows devices. As a result, High-Efficiency photos entered into iPoint will not show up on all devices in…
Adding Items to iPoint from the Library
iPoint Library » Adding Items to iPoint from the Library
Ready to add items? Let’s do it! Browse the iPoint Library Wildcard search if you know what you’re looking for. Utilize the drop down menu to narrow what fields you’re searching by (Vendor, Item, etc.). Toggle to show only those that are…
Jump to Added Items in a Proposal
Proposals Module » Proposals FAQ » Jump to Added Items in a Proposal
Jump to added items in a proposal. When designing a large proposal, the designer page will refresh to the top of the page each time a new item is added. But, you can jump to the room you are adding to, so you can keep track of those items added as you go. This may…
What’s next? What can I expect as a new community member?
Welcome » What’s next? What can I expect as a new community member?
What to Expect as a new Community Member Wondering what’s next? We want you to know what steps we’ll be taking to get you started, acclimated and using iPoint. We will call you to see if you need help with installation and logging in Give you a brief…
Using a Credit Memo to Balance Delivery Invoices
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings » Using a Credit Memo to Balance Delivery Invoices
In a world where your clients pay timely, this options would never be needed. You would always have more money from your clients than the goods and services you’ve delivered to them. In this scenario, when you create the delivery invoice, there are funds to pay…
What is the best module to invoice from?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What is the best module to invoice from?
Invoicing > Best Practice > Dashboard We often get the question, “Where is the best place to invoice from?” The best practice for invoicing is to always invoice from the highest “level” in iPoint. Invoicing properly from the proper module…
Is it possible to duplicate a work order?
Work Orders Module » Work Orders FAQ » Is it possible to duplicate a work order?
Duplicate a WO You may be able to duplicate a WO in less than half the time it takes currently! The secret? When duplicating a Work Order all you need to do is select a technician. There is no need to fill in the rest of the fields; they will automatically fill in…
General
Settings Module » Users » General
User Settings The General (tab) adds granular user functionality and affects how the user appears in various modules. Job Roles System Administrator Checking this box will enable a user to access the Settings Module. If you leave this box cleared, they…
Does iPoint have the ability to track a Warranty Fund?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » Does iPoint have the ability to track a Warranty Fund?
Some companies utilize a Warranty Fund to deposit funds (from overages or actual charges to customers). Then, as warranty work is completed, they draw on that fund to help pay for warranty work. Here is how you would track those transactions in iPoint. . Setup Start…
Sales Order FAQ
Sales Orders Module » Sales Order FAQ
Sales Order Frequently Asked Questions How do you remove an item that has been delivered on a sales order? How do you add or remove sales order types? How can I track retention on sales orders? Can you show me how to simplify the delivery invoice process? How…
QuickBooks Online
Settings Module » Integrations » QuickBooks Online
iPoint synchronizes information to QuickBooks for financial reporting and accounts payable. If you utilize the online version of QuickBooks, you set up the connection to your QuickBooks Online file here in Integrations. *If you use QuickBooks desktop you will set up…
Items settings
Settings Module » Module Settings » Items settings
The Items tab consists of options for the Items and Inventory modules. Item Options Options Default No Discount – A check in this box will cause the No Disc. box to be checked on all newly created items. Marking an item as no discount means that users…
QuickBooks: Desktop vs. Online
Settings Module » QuickBooks » QuickBooks: Desktop vs. Online
iPoint synchronizes with both the Desktop and Online versions of QuickBooks. We have done our best to make sure that data and transactions sync seamlessly to create a simple yet powerful connection. Which of the platforms should you use to interface with iPoint. We…
Items (tab)
Settings Module » QuickBooks » Items (tab)
Settings - QuickBooks - Items You can import items in your iPoint database in several ways. Manually enter your items directly into the Items module Exporting your item list into a .csv file and sending it to iPoint Support to import Importing items using the…
Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
Accounting Module » Accounting FAQ » RFP FAQs » Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
The job is done and paid! You got everything closed out, and now it’s time to move onto the next… But WAIT! Your customer wants to return that last wing-a-ding and get a refund for it. What is the best way to issue this refund inside iPoint when using RFP…
Purchase Orders FAQ
Purchase Orders Module » Purchase Orders FAQ
See links below for Frequently Asked Purchase Order Questions . Can I allocate stock to a job after it’s ordered? How do you push inventory receipts to QB using a different date than the PO?
Invoices (tab)
Settings Module » QuickBooks » Invoices (tab)
QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps To sync sales information based on specific sales personnel, you must create a link between QuickBooks sales reps and the users…
Invoice Detail
Accounting Module » Invoices List » Invoice Detail
Invoice Detail Header The top of the invoice shows the basic customer details, including: Customer Name – The name of the customer entered here. To enter a customer name, start typing in the field to automatically populate a list of customers based on the…
2022 Q4
Welcome » Change-Log » 2022 Q4
Merry Christmas!!! We’ve been hard at work getting all of our inventory ducks in a row to make sure that you have the tools you need to start 2023 on the right foot. Here are the major changes we’ve made in addition to various bug fixes. Changes Made…
QB Step 4: Importing Data
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 4: Importing Data
The final step to integrating QuickBooks into the iPoint process is to populate your customer, vendor, and Items lists. If you are setting up QuickBooks for the first time or are bringing these lists from another piece of software, you can skip this step. !iPoint can…
SO Options
Sales Orders Module » SO Options
Sales Order Options The Options button provides a variety of actions you can perform for this particular sales order. Standard In some rare instances, you may want to have the Sales Order reflected in QuickBooks as an estimate. This option is rarely used as…
Accounting FAQ
Accounting Module » Accounting FAQ
Here are answers to Frequently Asked Accounting Questions broken down into subtopics. RFP FAQs QB FAQs Miscellaneous Accounting FAQs
Sync List Options
Items Module » Options » QB Sync List » Sync List Options
Most of the real transactional processes on the QuickBooks Sync List are handled in the Options button. Each of the tabs is detailed below. QB Sync Options: QuickBooks QuickBooks tab Show Items Not Synced – this button will cause the list to display only…
Receiving a PO with Item Receipts
Purchase Orders Module » PO Details Items List » Receiving a PO with Item Receipts
Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is…
Work Orders on the Calendar
Calendar Module (Schedule Pro 2017) » Work Orders on the Calendar
Any work order created in iPoint appears on the calendar as colored boxes. In addition, each work order has details inside the colored box showing: Time – the starting time of the event Details – he name of the work order as defined in Settings > Module…
QB Sync List
Items Module » Options » QB Sync List
QuickBooks Sync List The QuickBooks Sync List is where updates to items in Quickbooks are managed. To access this list, open Items > Options (button) > Views (tab) >QB Sync List Header Your first option is the sort drop-down where you can sort the list of items…
Customers
Settings Module » QuickBooks » Customers
QuickBooks Customer Settings When first setting up iPoint, you have three options to bring in your customer information. You can manually type in all your customers (WOW! That seems like a lot of work!) You can export your customer information from your third-party…
Accounting Options
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options
We’re all in business to make money. And there is nothing more fun than counting the money you’ve made at the end of the day. But it is never really that simple, is it? Accounting is more than just zeros and ones. There are many ways to account for things…
Chart of Accounts
Settings Module » QuickBooks » Chart of Accounts
QuickBooks Chart of Accounts settings The Chart of Accounts tab is where you tell iPoint how to push transactions utilizing your QuickBooks financial accounts. This process is typically completed during the initial setup of iPoint. But sometimes, you will make…
Discount in Quickbooks is showing an incorrect tax amount
Accounting Module » Accounting FAQ » QB FAQs » Discount in Quickbooks is showing an incorrect tax amount
The discount item in QB takes on the tax basis of everything above it on the invoice. So if you want the discount to be fully taxable, you need to organize the items on the invoice with the discount listed immediately under all your taxable items. . If a non-taxable…
Deferred Revenue Settings
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings
Proposal Accounting Options Deferred Revenue Accounting is a two-step invoicing method. A Request For Payment (RFP) is sent to the customer, asking them to provide payments. Payments are then captured as deposits and can be applied to delivery invoices. A…
RMA FAQ
RMA Module » RMA FAQ
Here are answers to Frequently Asked RMA Questions. . . How do you handle defective inventory?
Refunds
Accounting Module » Accounting FAQ » QB FAQs » Accounting Process FAQs » Refunds
Refunds When a customer has a credit memo, and you want to refund the customer their payment, there are two processes depending on whether you are using QuickBooks Online or QuickBooks Desktop. You can also apply the credit to an open invoice or refund their credit…
Item Details
Items Module » Item Details
Item Details An item’s details are the most critical part of the iPoint database because it encompasses information that affects sales, ordering, scheduling, billing, and inventory control. Navigation In addition to the standard navigation elements…
QuickBooks Lists
Settings Module » QuickBooks » QuickBooks Lists
QuickBooks Lists Several items need to be pulled from QuickBooks into iPoint for transactions to sync. We’ve already set up a chart of accounts, customers, vendors, and items. This tab pulls in some of the behind the scenes information QuickBooks…
2020 Q1
Welcome » Change-Log » 2020 Q1
This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…
Wizard Data
Welcome » OnBoarding » iPoint Setup » Wizard Data
Wizard Data The Data tab of the Wizard helps you understand the progress your team is making in grooming your data for use. While you don’t actually enter data here, this is where you learn all about data. So what data is needed for iPoint? There are three…
Engineering
Items Module » Item Details » Engineering
Items: Engineering The engineering tab is a precursor to the new Design and Engineering (D&E) module currently under development. Here you can enter technical specifications about the item. These specifications will help your engineering staff understand how much…
QB Step 2: Chart of Accounts
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 2: Chart of Accounts
QuickBooks Chart of Accounts settings To confirm that the sync to QuickBooks is working we will get started by pulling in your chart of accounts. Go to Settings > QuickBooks > Chart of Accounts (tab) Make sure you either have QuickBooks open on your computer…
2021 Q4
Welcome » Change-Log » 2021 Q4
This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…
QB Step 1: Integration
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 1: Integration
The first step is to get iPoint talking to your QuickBooks file. There are two methods, depending on which version of QuickBooks you are using. Setup QuickBooks Desktop QuickBooks Desktop Open iPoint Make sure that QuickBooks is open on the same computer iPoint…
Mobile: Add & Request Parts
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Add & Request Parts
Invariably, there will be a part missing in your work order, some part that you need to finish the customer’s job. No worries! You can add parts that you pull out of your van so we can track the inventory and charge the customer correctly. Or maybe, you…
When should delivery invoices be generated?
Accounting Module » Accounting FAQ » RFP FAQs » When should delivery invoices be generated?
First, it is helpful to understand exactly what a delivery invoice does. Pushing a delivery invoice to QuickBooks Adjusts inventory Recognizes revenue Relieves (uses) customer deposits Calculates sales tax liability So the answer to the question becomes,…
Mix Analysis
Reports Module » Sales Order Reports » Mix Analysis
Mix Analysis report The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time sold. iPoint developed this report in conjunction with the Vital Management Group, an audio-video business process coach. Here are the details…