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Overview If you find that you need to set up information for one of your lists where there is no corresponding field, you can assign a Custom Field to fill that role. For example, if you're in the habit of sending your customers a greeting ca...

Overview Reports can be sorted by almost any field, but  only up to three fields can be selected at a time. Most reports have a default sort order that can be customized. Sorting Reports To access your reports screen, click on the Reports tab...

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...

From time to time there may be some Sync errors due to max character length. These are usually easy to resolve.     The fix below works for Customers, Items, and Vendors. In order to determine if there are any sync errors, navigate...