Search
Related topics are listed below.
Basic iPoint Process
Welcome » Basic iPoint Process
Need a quick overview of how a Proposal moves through iPoint? We’ve got it! You’ve finalized a sale and got a signature – now it’s time to get the process rolling. You’ll need a deposit from your client and to get the products requested,…
The iPoint Process – Detailed
Welcome » The iPoint Process – Detailed
Wondering how work flows through iPoint? We’ve got you covered! You’ve got a client who’s interested in having you do some work for them, how does the process work in iPoint? CRM The first step is to create that new client in the CRM (or find the…
Learning iPoint
Welcome » OnBoarding » Learning iPoint
Once iPoint is configured, and your data is loaded, it is time to train the people using the software. We have done our best to provide a wide variety of learning opportunities to match the learning styles of your team. University in the iPoint Support module…
Using iPoint
Welcome » OnBoarding » Using iPoint
"Post" training After your extensive training and setup of iPoint, the Onboarding crew will continue to check with you. This is your opportunity to bring up issues or concerns regarding the way iPoint is working for your team. Remember, we are an extension of your…
iPoint Setup
Welcome » OnBoarding » iPoint Setup
When you first launch iPoint, your system administrators will see the iPoint Setup Progress bar at the top of the iPoint dashboard. This guide will walk you through the process of setting up iPoint! Note: This Setup Wizard is only visible to users designated as…
Accessing iPoint
Welcome » Accessing iPoint
Before you can use iPoint, you have to log in. That makes sense! But how do you do that? We’re going to assume that iPoint has already been installed on your computer or your iOS device. If that is not the case, you’ll want to set up iPoint first. Click…
iPoint Library
iPoint Library
What Is The iPoint Library? The iPoint Library is a centralized database of over 100,000 items from over 90 vendors. Why Is That Cool? Once you are connected to the Library, you will get automatic price updates from your favorite vendors. Get those latest…
iPoint Support
iPoint Support
Support Module The iPoint Support module is your one-stop shop for everything support-related! Clicking on the module opens a pop-over window with every option you could need for contacting iPoint. Online Manual: You are reading the manual right now! Clicking…
iPoint University
iPoint Support » iPoint University
University in the iPoint Support module Every user has access to University on the iPoint dashboard under the iPoint Support module. Yes… it’s a lot of videos! In fact, we have over 150 of them! But never fear, you don’t have to watch all of them.…
iPoint Online
iPoint Online
iPoint Online is where you can access iPoint from a web browser instead of using FileMaker Pro. You can access it via any web browser from a computer, tablet, iPhone, Android device, or anything that has a web browser. The big benefit of iPoint Online is that…
iPoint Online
Mobile Access » iPoint Online
iPoint Mobile If you use an Android phone or other non-iOS device, you will be unable to download the FileMaker Go app or the iPointTech app as they are only available in the Apple App Store. But that doesn’t mean you do not have access to iPoint! You need to…
iPoint Terminology
Welcome » iPoint Terminology
As you navigate the iPoint User Manual and software, you will see us use some of the following terms. Credit Memo: A document that details items, parts, and charges refunded to the customer. A credit memo can be applied to an invoice, RFP (when using RFP-Liabiity)…
iPoint Development Roadmap
Welcome » iPoint Development Roadmap
Have you ever wondered what our developers are up to next? Have a pending feature request you’re wondering about? Then, check back here to see what those developers are working on and what you may see coming down the road to your iPoint! Released 2024 One…
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…
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 Library Vs Portal
iPoint Library » iPoint Library Vs Portal
iPoint Library vs. Portal: Which Product Database is Right for You? iPoint Library and Portal are both product databases that can be used to find product information and receive pricing from all of their suppliers in one place. However, there are some key differences…
iPoint Tech App Pro
Mobile Access » iPoint Tech App Pro
The Tech App Pro is the latest and greatest iPoint Mobile App. Launched in 2024, this is the first iPoint tech app that is natively built on Android and iOS. You can download this app from the Google Play store or from the iOS App Store. This app is designed to…
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…
Managing Service in iPoint
Welcome » Managing Service in iPoint
You know iPoint can manage Service Projects & Work Orders, but how does it work? . For existing customers, start in the CRM. Enter the customer record and create a service job under that parent record. For new customers, create a parent record with their information…
iPoint Online Features FAQ
iPoint Online » iPoint Online Features FAQ
Unfortunately, there are some things in iPoint Online that don’t work. Some are things iPoint is actively working to improve/build. Some of these elements are FileMaker limitations that iPoint doesn’t have control over. Some are elements that iPoint may…
Installing iPoint on a Computer
Welcome » OnBoarding » iPoint Setup » Installing iPoint on a Computer
Desktop Requirements The FileMaker Pro desktop application will run on a variety of computer operating systems, including: macOS 10.15 Catalina macOS Big Sur 11.0 macOS Monterey 12.0 macOS Ventura 13.0 Windows 10 Windows 11 Note: Microsoft Surface Pro X…
Installing iPoint on a Mobile Device
Welcome » OnBoarding » iPoint Setup » Installing iPoint on a Mobile Device
There are 4 different ways to connect to iPoint using a mobile device. Each method offers its own benefits. Here is a breakdown of those methods so you can pick the one best suited for you! Ways to Use iPoint on a Mobile Device 1) iPoint Tech Pro App This app is…
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…
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…
The Deferred Revenue Process & Best Practices
Accounting Module » The Deferred Revenue Process & Best Practices
The Process & Best Practices Now that you have decided how you want things to be done, we can take a look at how and when to create RFPs, Apply Payments, Delivery Invoices and sync them to QB. Ways to create RFPs & Apply Payments The first thing you need 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 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 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…
Accounting Process FAQs
Accounting Module » Accounting FAQ » QB FAQs » Accounting Process FAQs
Here are our Frequently Asked Accounting Process Questions How can I take payments? How do refunds work?
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…
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…
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…
Using the Product Manager
Sales Orders Module » Product » Product Manager » Using the Product Manager
There are two ways to work with parts: individually and in bulk. Individual Product If you want to work with only one or two items, the individual Stock Options button might be the easiest process. At the end of each line are two buttons. The Stock Options button ( …
Using the Commission Report
Reports Module » Commission Reports » Using the Commission Report
You have set up commissions in Settings, and iPoint is now calculating commissions for your sales staff. Yea! The end of the month is here, and you need to pay your salespeople. So what do you do next? This page is a step-by-step guide on how to figure out what…
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…
Recognizing Revenue the EASY WAY!
Accounting Module » The Deferred Revenue Process & Best Practices » Recognizing Revenue the EASY WAY!
Overwhelmed by all of the options iPoint has to recognize revenue? Looking for the EASY WAY? We’ve got you covered. Delivery Invoices The second part of the Deferred Revenue process is to create delivery invoices. The member of your team that is responsible…
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,…
What are the benefits of Deferring Revenue?
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings » What are the benefits of Deferring Revenue?
What is Deferred Revenue The Deferred Revenue process is a two-step method. Requests for payment are sent to the customer based on percentages of the job. These invoices can be generated as work is completed or based on contractual dates. Delivery invoices are…
What if the sales tax rate has been updated since the start of a Sales Order?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What if the sales tax rate has been updated since the start of a Sales Order?
When a tax rate changes on a Sales Order, it will cause the RFP totals to change. If you have already received your final RFP payments, this will cause your RFP balance not to match the funds needed for your Delivery Invoices. . Adjust the Tax Rate on the Sales…
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…
The Serial Number Field is an Open Text Field
Projects Module » Projects FAQ » The Serial Number Field is an Open Text Field
The Serial Number field is an open text field where you can enter a serial number, MAC address, or even general notes. If you want to enter a MAC address, enter “MAC: MA-CA-DD-RE-SS-01” (or “MAC: MA:CA:DD:RE:SS:02”, depending on the format…
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…
What’s the Difference Between Product Manager and Purchase Request Manager?
Inventory Module » Inventory FAQ » What’s the Difference Between Product Manager and Purchase Request Manager?
Product Manager vs. Purchase Request Manager Both Product Manager and Purchase Request Manager have a list of items that can be selected and placed on a purchase order. However, they both function very differently. The main difference is the Product Manager lives on…
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…
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…
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…
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…
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…
Miscellaneous Accounting FAQs
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs
All of these Frequently Asked Miscellaneous Accounting Questions What if the sales tax rate has been updated since the start of a Sales Order? Does iPoint have the ability to track a warranty fund? How do you handle a returned/bounced check? Can I use a double…
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…
Marketing Module
Marketing Module
Marketing Dashboard The Marketing module provides customized email marketing to your customers utilizing the data you have captured in iPoint. For example, you can send automated email messages based on specific triggers or develop customized email marketing…
Vendors
Settings Module » QuickBooks » Vendors
Import Vendors from QuickBooks Vendors are imported from QuickBooks when you first start using iPoint. This is typically done once, but you may be directed to do this process again when working with an iPoint Support Specialist to repair certain sync issues. Importing…
Integrations
Settings Module » Integrations
iPoint integrates with multiple software platforms to keep you connected and operating smoothly. This section provides integration into various online applications. Click on the links below to learn more about that particular integration. Google Calendar –…
OnBoarding
Welcome » OnBoarding
Welcome to the Community! Our staff truly looks forward to helping you transform your company! As you probably know already, iPoint values the importance of following a process and sticking with a system to optimize workflow. This guide is designed to help you…
2024 February
Welcome » Change-Log » 2024 February
February Update! iPoint Online Beta We know you’ve been waiting on this, and we are excited to announce that we are ready to open up beta testing of iPoint Online! iPoint Online is connecting to the same iPoint, just through a web browser instead of using…
Billing
Sales Orders Module » Billing
There are three primary methods for billing sales jobs in iPoint. Each of the options functions slightly differently and as a result, cause the Billing tab to appear and function differently. Before we get started on the processes, let’s understand the…
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…
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,…
Module Settings
Settings Module » Module Settings
Module Settings The module settings drive the customization of each iPoint module, allowing you to tweak the software to match the way you do business. To access the settings for each individual module, click the corresponding tab across the top. Proposals…
Accounting Module
Accounting Module
Accounting Module The Accounting module is home to customer-facing financial transactions. Estimates are Quick Quotes, typically used in a Point of Sale process where a customer wants the price of one or two items. Think of an Estimate as an Invoice with no payment…
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…
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…
Feedback
Welcome » iPoint Development Roadmap » Feedback
At iPoint, we are committed to being the best business tool to run your Audio Video business. And that means we are continually adding features and functionality. And some of our best new features come from Community Members’ suggestions! Since our…
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…
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…
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…
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…
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…
Customer Work Order Notification
Settings Module » Module Settings » Work Orders settings » Notifications » Customer Work Order Notification
Customer Work Order Notification Customer Work Order Notifications automate the process of sending your customers reminders about the work you have scheduled for them in iPoint. Based on your settings, you will be able to send the customer an email with their…
Sales Order Reports
Reports Module » Sales Order Reports
Winston Delivers The Sales Order reports provide details about various aspects of the sales order process in iPoint and are used to evaluate billing and review delivery of parts, among other things. Available Reports: Summary – this report provides a quick look…
Can technicians share an iOS device?
Mobile Access » Mobile Access FAQ » Can technicians share an iOS device?
Technicians usually access iPoint on their iPhone or another iOS device. The iOS operating system does a great job of saving user’s credentials so that user names and passwords don’t have to be entered every time you access an application. This works great…
Can I switch from RFP A/R to RFP Liability?
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? » 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…
AIA Progressive Billing
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » AIA Progressive Billing
AIA Billing is a billing method typically used in commercial construction projects. The American Institute of Architects has defined methods and processes used to bill for projects progressively. In short, the (sub)contractor identifies all charges in a project…
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…
Activity Types
Settings Module » Pop Up Lists » Activity Types
Pop Up List: Activity Types Activity Types are used to track sales quota in the sales process. Each user can have goals set for various sales activities, which are tracked on the iPoint dashboard and set independently for each user in Settings > Users >…
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…
Wizard Ninja
Welcome » OnBoarding » iPoint Setup » Wizard Ninja
Wizard Ninja You did it!!! Congratulations! You have successfully set up iPoint for you and your company! You are definitely an iPoint Ninja just like Winston! For the next few months, Winston, the iPoint Ninja, will drop you an email just to let you know we are…
Server Configuration
Welcome » OnBoarding » Server Configuration
Now that you have your server, we will need to set up access to it, so our developers can install the iPoint software on your server. All we need at this step from you is a call to our 1-800-535-4101, and visit our sharing website, http://www.ipointsupport.com website…
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…
Wizard Settings
Welcome » OnBoarding » iPoint Setup » Wizard Settings
Wizard Settings In the Settings tab, you will get an overview of the settings available in iPoint. This tab is where you start customizing the software to function the way your company does. Required University Videos These videos show you how to adjust several…
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…
Celero
Settings Module » Integrations » Credit Card Processing Settings » Celero
Celero (previously TransNational) offers credit card processing services at competitive rates to U.S. based iPoint Community members. Here is a brief synopsis of their offerings: Pricing Celero Payments offers Group Leveraged Pricing below traditional costs to…
First Things First…
Welcome » OnBoarding » First Things First…
There are several tasks you can be working on while you are waiting for your server to arrive. So take a look and feel free to call with any questions you have or visit our online scheduling tool to schedule a time for help! Company Logo and Template Examples If…
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…
Design & Engineering
Proposals Module » Design & Engineering
The Design & Engineering feature is where the items added in Proposal Designer can be overlaid on to a building schematic or blueprint for a visual representation of a proposal. Design & Engineering is located in the bottom right corner of the Proposal Info tab.…
Accounting
Settings Module » Module Settings » Proposals settings » Accounting
Proposal Accounting Options The Accounting tab of the Proposal Module Settings defines how your company will generate invoices. While many setting options define how iPoint functions, the accounting settings also define how information is passed to QuickBooks and…
Exporting
Dashboard » Exporting
Export to Excel Sometimes you prefer to export a report into Excel rather than print a paper copy. For example, maybe you are building a pivot table or need to manipulate the data in a way iPoint can’t. Or maybe you have hired a consultant to help with time…
Registration
Settings Module » QuickBooks » Registration
QuickBooks Registration Note: The QuickBooks Registration tab is only used if you are using QuickBooks Desktop. If your company uses QuickBooks Online, please refer to the Integration settings: Settings > Integrations > QuickBooks Online In order to sync…
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,…
Invoice Payment
Accounting Module » Invoices List » Invoice Detail » Invoice Payment
The New Payment/Credit button on the invoice opens the Payment Add pop-over. This is where all Payment information is added for a particular invoice. Note that this window will have different information depending on the accounting methodology set up by your system…
Line Item/Summary
Sales Orders Module » Billing » Line Item/Summary
This page defines the Line Item / Summary billing process. Click here if you are using RFP- Liability billing. Click here if you are using RFP- A/R billing. Sales Order: Billing Line Item/Summary Billing tab The main body of the billing tab shows you the payment…
Setting Up Deferred Revenue
Accounting Module » Setting Up Deferred Revenue
Setting Up Deferred Revenue When it comes to utilizing the Deferred Revenue Process for Sales Orders in iPoint, we have a lot of options available, which can be GREAT; but, it can also be overwhelming. This guide is designed to explain the options we have, and to…
Settings Module » Integrations » Google
The Google integration allows you to send iPoint calendar information directly to your Google calendar. This is ideal for folks who rely on GSuite applications to run their business. Google Integration Screen Click Step 1. : Sign In With Google A Google window…
Invoice Status
Settings Module » Pop Up Lists » Invoice Status
Pop Up List: Invoice Status The Invoice Status helps iPoint users know what has happened to a specific invoice in the accounting module. The invoice can be marked as “submitted” indicating that the customer has received the invoice. Or maybe all invoices…
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…
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…
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…
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…
Tier 2 New Options and Features
iPoint Library » Tier 2 New Options and Features
These are some highly requested features and options that we know you’ll really like. Whether you’re purchasing for the first time or upgrading from Tier 1, you’ll need to purchase Tier 2 to access the options below. If you’re purchasing for…
One Huge Warehouse – Can mulitple users count?
Inventory Module » Inventory FAQ » One Huge Warehouse – Can mulitple users count?
Have a large single inventory location? Want multiple people to help get it counted? We’ve got a plan for you! This process should help to expedite the typically painful, long process of counting inventory. Scanning to Count or Using +1 on Item List How…