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Created On: 02/01/2018
Overview Our software provides you with an easy-to-use tool that will help import multiple records at the same time using CSV files. Importing the File After creating and filling out your CSV file (spreadsheet), you can now import the fi...
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Created On: 01/31/2018
in Onboarding Setup Overview Your import file has columns that are specific to the List that you are going to use. To ensure that the import file will contain the correct set of columns, you need to export the list into your CSV viewer/editor. The steps for prepa...
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Created On: 01/31/2018
in Onboarding Setup Overview Importing is an efficient way of migrating a large amount of data into the system and streamlining your data. The Import tool provides you the capability of transferring data to the system from a spreadsheet instead of entering each item m...
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Created On: 12/21/2017
in Integrations A Sync Job is how Order Time controls what gets synchronized with your accounting system. A Sync Job will automatically be created if you enable scheduling . You can create a Sync Job manually as well. A Sync Job must be finished before ano...
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Created On: 12/21/2017
in Admin Company Preferences Overview The Company Preferences under the Admin function allows you to set up specific settings that will effect functions for each of your software commands. Setting Up Company Preferences The Company Preference page is broken up into section...
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This video tutorial will guide you on where to get started with Order Time. It will go over Company Settings and show you how to start navigating through the sections available.
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Created On: 12/20/2017
in Integrations The Sync Queue holds Pending Syncs Requests (PSR) which are a reference to records that will be synchronized. You can filter and sort the Sync Queue like any other list in Order Time. When a new Sync Job is created, the records in the Sync Que...
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The following table shows the data that is shared with Order Time when it syncs with your accounting system. Entities are synced directionally, meaning that changes can be made in either program. Transactions, other than payments, are one-way. Thi...
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Created On: 12/19/2017
Overview Order Time enables you to map its fields to your accounting fields. The ability to map fields will depend on your accounting system. For example, QuickBooks Desktop has item, customer and invoice custom fields that can be mapped while Quic...
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Created On: 12/19/2017
in Admin
Overview
Accounting Integration Settings is where you configure how you want Order Time to integrate with your accounting system. Order Time integrates with QuickBooks Desktop, QuickBooks Online and XERO.
QuickBooks Desktop Integrat...