QB FAQs - iPoint Control - 1

Welcome
- What’s next? What can I expect as a new community member?
- Accessing iPoint
- OnBoarding
- Support & Training
- Development Roadmap
  - Feedback
- Additional Services
- Glossary of Terms
- Change-Log
  - 2024 February
  - 2023 December
  - 2023 October
  - 2023 April
  - 2022 Q4
  - 2022 Q1
  - 2021 Q4
  - 2021 Q3
  - 2021 Q2
  - 2021 Q1
  - 2020 Q4
  - 2020 Q1
    - Proposal / Designer Speed Boost
  - 2019 Q3 & Q4
  - 2019 Q2
  - 2019 Q1
  - Beta Settings
    - Recurring Payments
Dashboard
- Navigation Elements
- Module Icon Order
- Exporting
Accounting Module
- Estimates List
  - Estimate
    - Estimate Options
- Invoices List
  - Invoice List Options
  - Invoice Detail
- Payments List
- Credit Memos List
- Delivery Invoices List
- Gift Cards Lookup
- Recurring Invoices
- Invoicing From a Project
- Accounting FAQ
Autos Module
Autos Module (2023)
Assignments Module
- Assignments List
Calendar Module (Schedule Pro 2017)
- Viewing Options
- Navigating Events
- Work Orders on the Calendar
- Calendar Settings
- Calendar Filters
- User Settings
Calendar Module (Schedule Simple 2023)
- Viewing Options
- Navigating Events
- Work Orders
- Schedule Simple Calendar Settings
- Schedule Simple Calendar Filters
- User Settings
CRM Module
- Contact List Options
- Contact Details
  - Related Contacts
  - Notes
  - Activities
  - Media
  - Assignments
  - Documents
  - Custom Lists
  - Subscriptions
  - Deals
    - Completing a Deal
    - Deal Reports
  - Proposals
  - Sales Orders
  - Projects
  - Work Orders
  - RMA Tickets
  - Estimates
  - Invoices
  - Delivery Invoices
  - Recurring Billing
  - Credit Memos
  - Payments
  - Items List
  - Emails
  - CRM Campaigns
  - QuickBooks Data
  - Legacy Data
- Best Practice: CRM
- CRM FAQ
  - Should I enter the job as a Customer or a Job?
  - Can I merge duplicate Customers?
Inventory Module
- Purchase Request Manager
- Inventory Re-Order List
- Transfer Request
- Inventory Reports
  - Physical Inventory
- Year End Inventory
- Stock Options Window
- Physical Stock Count
- Inventory FAQ
iPoint Library
- Getting Started
- Managing Vendors/Brands
- Adding Items to iPoint from the Library
- Cost/Price Changes
- Reviewing and Reverting Changes
- Partnered Vendors
- What Data Do We Sync
- iPoint Library Vs Portal
- Tier 2 is HERE!
- Tier 2 New Options and Features
iPoint Online
- iPoint Online Features FAQ
iPoint Support
- iPoint University
Items Module
- Options
- Item Details
- Portal
- Items FAQ
Marketing Module
- Sending Lists
- Email Templates
- Campaigns
- Results
- Marketing FAQ
  - What happens if I have duplicate email addresses?
Projects Module
- Projects Options
- Project Details
  - Tasks/Parts
  - Create Work Order
- Task Manager
- Service Contracts
- Projects FAQ
  - The Serial Number Field is an Open Text Field
  - Tracking Prevailing Wage
Proposals Module
- Proposal Info
- Setup (tab)
- Revisions
- Proposal Reports
- Docs / Assignments
- Proposal Time
- Proposal Options
- Proposal Designer
- Design & Engineering
  - Items
  - Types of Drawings
- Proposals FAQ
Purchase Orders Module
- Purchase Order Details
- PO Details Items List
- Purchase Orders FAQ
  - 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?
Reports Module
- Employee Records
- Autos Reports
- Time Entries Reports
- Work Orders Reports
- Commission Reports
- Customer Reports
- Sales Order Reports
- Invoices Reports
- Projects Reports
  - Expense Report
  - Task Report
- Assets Reports
- Goals Reports
- Proposal Reports
  - Proposal Snap Shot
- Purchase Order Reports
- Items Reports
- Morning Coffee Reports
RMA Module
- RMA FAQ
  - How do you handle defective inventory?
Sales Orders Module
- SO Info
- SO Reports
- Change Orders
- Product
  - Product Manager
    - Product Manager Options
    - Using the Product Manager
- Billing
- Project
- Docs/Asgmts/Data (tab)
- Time
- SO Options
- Sales Order Designer
- Sales Order FAQ
Settings Module
- Company Info
- Users
  - Login
  - Contact Info
  - General
  - Calendar
  - Email
  - Bio
  - Goals
  - Commission
  - Devices
- Permission Sets
- Pop Up Lists
- Punch Lists
- Notification Methods
- Notification Builder
  - Notification Triggers
- Labor Phases
- QuickBooks
- Custom Templates
- Document Builder
- Module Settings
- Integrations
- Terms of Service
- Morning Coffee
- Web Services
- Settings FAQ
  - Gmail Issues?
Time Clock Module
User Settings Module
Vendors Module
- Vendor Details
Work Orders Module
- Work Order Details
- WO Options
- Tasks/Parts Lists
- Contact
- Work Orders FAQ
Syncing to QuickBooks
- iPoint Data to QuickBooks
- iPoint Transactions to QuickBooks
Web Portal
- Web Invoices
- E-Signature Portal
Mobile Access
- iPoint Mobile
- iPointTech App
- WebDirect
- Mobile Access FAQ
  - Can technicians share an iOS device?

All of these Frequently Asked Accounting Questions are related to QB

Discount in QB is showing an incorrect tax amount

How do iPoint transactions impact QB financials?

What happens when I sync stuff to QB?

Last modified: 23 Oct 2023

The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?

Discount in Quickbooks is showing an incorrect tax amount