Importing - Quote
Purpose:
This import allows a user to import to create the header of a Quote or multiple Quotes all at once.
Required Fields:
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New Records: Customer, Ship To
- Existing Lines: No
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- Importing - Assembly Item
- Importing Tips
- Importing - Barcodes
- Importing - Bin
- Importing - Bin Quantity Import
- Importing - BOM Component
- Importing - BOM EASY
- Importing - Non Inventory Items
- Importing - BOM Step
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- Importing - Category
- Inventory Aging
- Importing - Consignment Line ItemNew
- Importing - ContactNew
- Importing - Count LineNew
- Importing - CustomerNew
- Importing - Customer AddressNew
- Importing - Customer AliasNew
- Importing - Customer CategoryNew
- Importing - Customer Item Group PricesNew
- Importing - Customer Item PricesNew
- Importing - Easy KitNew
- Importing - Employee / Other NameNew
- Importing - EventNew
- Importing - Item AliasNew
- Importing - Item CategoryNew
- Importing - Item ImagesNew
- Importing - Item VendorsNew
- Importing - Job ItemNew
- Importing - Kit GroupNew
- Importing - Kit ItemNew
- Importing - Kit SelectionNew
- Importing - LeadNew
- Importing - LocationNew
- Importing - LogNew
- Importing - Lot or SerialNew
- Importing - Lot or Serial No QuantityNew
- Importing - ManufacturerNew
- Importing - Package ItemNew
- Importing - Part ItemNew
- Importing - Purchase Order EasyNew
- Importing - Purchase Order LineNew
- Importing - QuoteNew
- Importing - Receiver LineNew
- Importing - Related ItemsNew
- Importing - Reorder Point by LocationNew
- Importing - Sales OrderNew
- Importing - Sales Order EasyNew
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- Import Your Opening Inventory - Ultimate Guide
- Import - Overview
- Import Fields
- Preparing the Import File
- Batch Action
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- Sales Cycle
- Adding Leads
- Adding Customers
- Tracking Number on Ship Docs
- Creating a Quote
- Vendor RFQ - Request for Quote
- Removing Quantity from a Ship Doc
- Create a Sales Order
- Enable Catalog Ordering
- Item Substitution on a Sales Order
- Sales Order Allocation
- Select Items to Ship
- Splitting a Sales Order
- Consignment
- Additional Fees
- Issue a Customer Refund as a Credit
- Credit Limits Explained
- Creating a Transfer from a Sales Order
- Shipping Estimation
- Ship Docs Overview
- Closing a PO or SO with an Open Quantity
- Auto Email Customers on Shipping
- Merging Customers
- Closing Open Orders
- Customer Returns
- Recalculate Pricing on Sales Order
- Creating Refunds and Partial Refunds
- Putting a Customer On Hold
- Assigning Sales Rep to Customer by Address
- Default Forms for Customers
- Fulfillment Batch
- Closing a Sales Order
- Duplicating a Sales Order
- See Can Make for Assemblies and Kits on Sales Orders
- Adding a Discount as a Line Item
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- Company Info
- Company Preferences Overview
- General Preferences
- General Preferences - Period Closing Date
- Company Preferences - Activities
- Company Preferences - Doc #s
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- Company Preferences - Items
- Company Preferences - Payments
- Company Preferences - Lot Numbers & Serial Numbers
- Company Preferences - Production
- Company Preferences - Purchasing
- Company Preferences - Receiving
- Company Preferences - Sales
- Company Preferences - Shipping
- Company Preferences - Repair Orders
- Company Preferences - Mobile
- Company Preferences - Mail and Calendar Integration
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- Payments Overview
- Setting Up a Payment Gateway
- Payment Gateway - Order Time Pay
- Payment Gateway - Authorize.Net
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- Payment Gateway - USAePay
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- Configuring ACH Payment Requests in the Email Template
- How are payments on sales orders reflected in QuickBooks
- Order Time and Card Readers
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- Accounting Integration Settings
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- Production Cycle
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- Splitting a Work Order
- Work Orders - Reload BOM
- How to Create Production Orders
- Quick BOM Report
- Creating a Reorder Analysis for Production
- Handling the Costs of Goods Sold account. How certain conditions may impact behavior and WO components
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- Purchasing Cycle
- Vendors
- Creating a Purchase Order
- How can I enter my purchasing costs for my items in foreign currencies?
- Linked POs and Drop Ship POs
- Using Reorder Analysis
- Creating a Reorder Analysis for Purchasing
- Create a Receiving Doc
- Import Lot & Serial Numbers Onto Receiver Line Items
- Vendor Returns
- Receiver Charges
- Adding Charges After Receiving
- Add Items From Open Purchase Orders
- Standard Cost Vs. Value Amount
- Receiver Allocation
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- Order Time Mobile - Overview & Download Link
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- Order Time Mobile - [VIDEO] Creating a Bin Move
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- B2B Portal Guide
- B2B - Adding a Portal
- B2B - Configuring the Portal Settings
- B2B - Setting up Item Categories & Customer Categories
- B2B - Setting up Contacts with Portal Access
- B2B - Setting up Payments for the B2B Portal
- B2B - Cart List
- B2B - Setting up Related Items for the 'Frequently Bought With' Section
- B2B - Image Sizing Guidelines
- B2B Cart import
- B2B - Emails and Logs
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- Accounting Sync Job
- Accounting Sync Queue
- Accounting - Batch Repost Journal Entries
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- Webinar - Deep Dive Q&A
- Webinar - Your Most-Requested Reports: Step-by-Step
- Webinar - Tariffs & Cost Control
- Webinar - New Version 1.0.38 Features + Q&A
- Easy Insight Integration Webinar
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- Webinar - Reorder Analysis for Production
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- Webinar - B2B Portal New Features + Open Q&A
- Webinar - New Features in Version 1.0.27 + Open Q&A
- Webinar - B2B Portal
- Webinar - Label Creation and Barcodes - Tips and Tricks
- Webinar - Inventory Locations & Bins
- Webinar - Inventory Counts for the New Year
- Webinar - Inventory Status Reports
- Webinar - Setting Up Sales Tax
- Webinar - Adding Price Levels & Discounts
- Webinar - Label Printing, Barcodes, & Templates
- Webinar - Payments Overview & Sending Payment Requests
- Webinar - Assemblies, Bill of Materials & Work Orders
- Webinar - Custom & Calculated Fields
- Webinar - Detail Reports
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- Training - Creating a Disassembly
- Training - Importing an Item
- Video - Using Multiple Units of Measure
- Video - Importing Bill of Materials
- Video - Updating the Items List with Imports
- Video - Lot & Serial Number Tracking Demo
- Video - QuickBooks Online: Connecting & Syncing
- Video - Create Payment Requests & Add Payments
- Video - Purchasing, Receiving & Selling Inventory
- Video - Sending Emails From Order Time
- Video - Creating Email Templates
- Video - How to Set Up Approval Alerts
- Video - How to Control Order Approval
- Video - Prevent Auto-Fill Quantity on Ship Doc
- Video - Preventing Sync on a Document
- Video - Order Time Importing
- Video - Viewing Existing Reports
- Video - Getting Started with Order Time
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- Feature Road Map
- Version 1.0.39
- Version 1.0.38
- Version 1.0.37
- Version 1.0.36a
- Version 1.0.35a
- Version 1.0.34b
- Version 1.0.34
- Version 1.0.33
- Version 1.0.32
- Version 1.0.31
- Version 1.0.30
- Version 1.0.29
- B2B Version 1.1
- Version 1.0.28
- Version 1.0.27
- Version 1.0.26
- Version 1.0.25
- Version 1.0.24
- Version 1.0.23
- Version 1.0.22
- Version 1.0.21
- Version 1.0.20
- Version 1.0.18
- Version 1.0.15
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- Closing a Sales Order that has a Kit
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- Edit Customer Address
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- ShipStation Error
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- Prepaying Inventory
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- Error 500 A critical Error has occurred
- Item Editor Page Layout Error 500 - Purchasing Tab Conflicts with Kits
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- Associate Purchase Orders to Sales Orders
- How to avoid creating and paying a bill twice?
- Value cannot be null. Parameter name: value
- When running the Reorder Analysis, why is my required quantity not showing up?
- How do you remove apostrophes when you export a list or report.
- Sorting Line Items
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- Move line is no longer visible
- Logging Into Order Time Mobile - Alert. Incorrect API key or the key is deactivated
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- B2B Portal: Can Not See Customer Addresses
- The referenced transaction does not meet the criteria for issuing a credit.
- Please Avoid Using < and > Symbols Within Description Fields
- Navigating Character Issues in Text Boxes
- How to view sync, ecommerce or edi errors
- When is a Doc "Posted"?
- Editing Email Template Temporarily Disabled
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- QBO Sync Error: How to know which Vendor/Customer/Item is causing a sync error using the Intuit ID.
- QuickBooks Online Validation Error: Memorized Sales Transactions
- QuickBooks Online Issue: Error: You can’t create or modify a transaction with a date that comes before you started tracking quantity on hand
- Invoice Date in QuickBooks
- QuickBooks Changes Payment Application
- How to get Sales Order Numbers on QuickBooks Invoices
- The Min Quantity Must Be Less Than The Max Quantity
- QuickBooks Online: New Automated Sales Tax
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- Order Time and QuickBooks Have Different Inventory Values
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- QuickBooks Error : Parsing the provided XML Stream
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- Product Class Sync Error: “Cannot use SalesOrPurchaseMod aggregate when the item is reimbursable”
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- QuickBooks: The currency of the account must be either in home currency or the transaction currency
- The Given Object ID in the Field is Invalid
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- Why is my Order Time Quantity different from my QuickBooks Quantity?
- Quickbook Sync Error - An Attempt Was Made to Delete an Invoice with a Date that is on or before the Closing Date of the Company
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- Switching from QuickBooks Desktop to QuickBooks Online? READ THIS FIRST
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- Object "XXXXX-XXXXXXXXXX" specified in the request cannot be found.
- Customer has an overdue transaction
- QuickBooks Desktop Sync - Unable to continue, the current company file is unexpected
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- Required Element not found in QuickBooks
- The ticket parameter is invalid
- This feature is not enabled or not available in this version of QuickBooks
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- Importing - Adjustment Line Item
- Domain Verification vs Mail Integration
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