Updated Articles

  1. Importing Tips

    Importing Tips Templates: Here is a Zip file with all the templates we have built over time. These templates have many of the more common fields but not all the available fields for each import type.  Order Time Import Templates.zip We do stro...
  2. Importing - Adjustment Line Item

    Importing - Adjustment Line Item Purpose:  This import is designed to add lines or update existing lines on an adjustment. For this to work The Adjustment MUST already exist so that the Adjustment number can be added as a field on ...
  3. Custom Messages

    There is the ability to create a Shortcut to a longer custom message within Order Time. These act as snippets and can be used for internal notes or Custom Message for your customers.
  4. QuickBooks Payments: No Access Token Error

    Resolve the No Access Token Error in QuickBooks Payments with this step-by-step guide. Learn how to reset your payment gateway, refresh preferences, and ensure payments sync correctly with QuickBooks Merchant Services.
  5. Testing Sandbox Accounts

    An Order Time Sandbox Account is a secondary instance of your file that is used for testing purposes.
  6.  Webinar - Order Time Mobile App, Newest Updates

    Video from our free webinar on 6/09/2021 at 2pm ET for information about the newest updates to the Order Time Mobile App!
  7. Emails and Logs

    Sending Email and Creating Logs
  8. Accounting Integration Settings

    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 Integratio...
  9. Company Preferences - Items

    Items Under Item preference, you will be able to dictate various aspects of item usage.   The Items preference contains several options of how the Item will be used within your organization. Special attention should be given to each o...
  10. Company Preferences - Purchasing

    Purchasing Under the Purchasing company preference, you will be able to manage your promised dates, purchasing from preferred vendors and drop ship Purchase Orders.  Select the appropriate selection for your Purchasing preference: ...