Popular Articles | Page 6

QuickBooks Desktop

Last Updated: 01/11/2024 in Integrations QuickBooks Desktop

Order Time QuickBooks Desktop Connector for accounting synchronization
Import - Overview

Last Updated: 10/21/2019 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...
Order Time - Exporting Lists

Last Updated: 08/02/2023 in Onboarding Setup

Most often you will want to export a list to make updates to the profiles of the Item, Customers or Vendors. The purpose of this article is to demonstrate how to export your lists of information. Whether it be your Items, Customers, Vendors, Etc ....
Data Integration

Last Updated: 07/27/2023 in Integrations QuickBooks Online

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...
Batch Action

Last Updated: 03/14/2025 in Onboarding Setup

Performing Batch Actions on Documents, like Changing Statuses, Creating PDFs, and Emailing Documents to Customers.
Adding Leads

Last Updated: 01/22/2019 in Sales

Overview A sales lead is a prospective consumer of a product or service, created when an individual or business shows interest and provides contact information. Businesses gain access to sales leads through advertising, trade shows, direct mai...
Style Editor

Last Updated: 11/18/2024 in Onboarding Items

Using the Style Editor in Order Time Inventory
Setting Up Ecommerce Integration

Last Updated: 01/23/2024 in Onboarding Setup

Filling out the Ecommerce Configuration for your individual Carts within the Ecommerce Integration.
Order Time Mobile - Overview & Download Link

Last Updated: 01/15/2025 in Integrations Order Time Mobile

Downloading and using Order Time Mobile on your Apple iPhone or iPad device. How to download and use it!
Creating a Reorder Analysis for Purchasing

Last Updated: 03/15/2024 in Purchasing

Reorder Analysis is a tool in Order Time that analyzes data and determines what needs to be purchased. It allows you to identify the items that need to be purchased at a particular time, based on certain business rules, filtering and methodologies. Depending on your business requirements, running a Reorder Analysis can be periodically or everyday.