Setting up your Job Board account
How to connect Quickbooks Online to the Job Board version
Launch jobs from Orders - Job board version
Job Board Only version Vs Pro version
How do I upgrade to PRO?
Setting up your Pro account
Flagging a user as a "Sales Rep"
User Types in shopVOX
Forms: Editing the User Interface
How to Change Password
How Do I Create a New User?
What size should my logo be so it can appear in email PDFs?
Account Settings for your Pro account
shopVOX Work Flow - The Big Picture
Roles: how to restrict access for certain users
Protect Your Bottom Line with Terms and Conditions
Transferring data from my old system to shopVOX
POS Settings - General
How are Users Billed?
Common Questions About Users
How to import your customers and contacts from a spreadsheet
How to configure the SMTP settings for your email
User Roles and Permissions Explained
POS Settings – Sales Taxes
Five challenges to consider when setting up your Account
Create your first Pricing Template - a visual guide
What is a product?
shopVOX Pricing Templates
Building a Product: The Basics of Using Pricing Templates
Accounting sync setup
Transaction Number Sequencing
Setup Xero accounting integration
Common QB Questions
shopVOX Setup of Tax Codes for Quickbooks Canada Desktop/Online
How to Connect to Quickbooks Online using the Setup Wizard
How to Connect to Quickbooks Desktop version using the Setup Wizard
Getting started Guide
Save Time with Emailed Document Templates
Notifications: Keep your entire team up to date
How the signVOX to shopVOX migration process works
Top 10 flows in shopVOX for a typical shop
Managing Customer and Leads
Managing dates on Quotes, Sales Orders, and Invoices
How to Add a Special Note to a Customer Document ?
How Do I Group Contacts Together?
Customer Alerts & Flags
Inactive Customers Report
How Do I Group Customers Together?
Adding new Contacts to Existing Customers
Set up different pricing levels for different customers
Update: Editing Existing Contacts - GDPR Compliance
What are Sales Leads?
Sales Lead or straight to Quote?
Sample Sales Lead Pipeline
What is a CRM system?
Win more business with Sales Leads
Why use Sales Leads?
Sales Leads Guide
Create Sales Leads automatically from the contact form on your website
How do I add a Quote from a Sales Lead?
Sales Order States
How to Create a New Sales Lead in shopVOX
How to Create a Quote
Sales goals - Setting up for Success!
Drive results with the Sales - Production Thermometer
Adding Shipping Charges to a Transaction
Quote Approval Email Feature: Adding Attachments
Use the Roll Up feature to combine pricing for multiple line items
Adding Images to a Quote/Sales Order/Invoice PDF
What is the Sales Process?
Quote Review - Send Approval Email
How to use the Quick Quote Feature
What is a Sales Pipeline?
Mark invoices as Delivered, Shipped or Picked up
Products & Pricing
Basic Pricing concepts
What are Pricing Types?
Create Your First Product
What is the difference between Standard, Cost+ and Product Pricing?
How do I add a product category?
Materials - Understanding, Adding and Adjusting
Labor Rates and Machine Rates
Shipping, Setup, Finance & Miscellaneous Charges
Building a Product and understanding Pricing Templates. Watch the webinar!
Building Products using Grid Pricing
Pricing products using the Panels UI
Advance Pricing concepts
Modifying Starter Products: Remove installation and design services if they are not taxable in your area.
Setting up second side pricing for a Product
Vendor Pricing: adding to Materials
Using Logic in your Pricing Templates
How does Wastage work in shopVOX?
Job Costing - Estimated vs. Actual
Modify Material, Labor rate & Machine rate formulas within a Product
Deactivating and Deleting Products
How to make your invoice line items editable
Re-Calculating Bill Of Materials (BOM)
What's the difference between Margin, Markup %, and Markup Multiplier ?
How to adjust the bill of materials (BOM) for situational purposes
No Total PDF: How to give a customer options without totaling the whole Quote
What is the Sell/Buy Ratio?
Customizing Line Item Descriptions
Custom Fields in shopVOX
How to increase prices for your Products by a percentage
How to Copy Products Shared by the VOX Community
Setting up Products priced by the Square Inch
Product: Business Cards using Grid Pricing
Adding Pricing Template to a Grid Product
Problems with Grid Product - Who can I contact for help?
How to Import Grid Pricing from a Spreadsheet ?
What is the difference between range and volume discounts?
How can I give a discount for a product for a single customer?
Grid Pricing Webinar
Examples of Grid Pricing Products
Master Pricing Guide
Job Board management
Adding your Job Board to your TV
Why create jobs and use the job board?
How to Generate a Completed Jobs Report
A guide to the Job Board
Job Board - Different Views
Change default job view
Full screen Job Board
Making Job Board Line Items More Unique
How to upload a proof to your job ?
How do I send Multiple versions as options to the customer to choose from?
How do I send several proofs for the different items on my transaction?
Does shopVOX support multiple page proofs?
Managing your schedule with the Shop Calendar and Shop Scheduler
Shop Calendar and Shop Scheduler: Overview - is it right for my shop?
Will changes made on an Invoice or Sales Order Line item be updated to the Work Order details?
Is Inventory for Me?
How Do I Require a Payment before a Job can be started?
Using Create Combined Job to group line items for production
What are Projects?
Accounting and Reporting
How to export customer data from QuickBooks Online
Quickbooks Online: Common Sync Errors
Automatic Sales Tax Rates and QuickBooks Online
How to Sync to Quickbooks Online
How to export customers & contacts from Quickbooks Desktop?
Quickbooks Desktop: Common Sync Errors
How to Sync to Quickbooks Desktop
How to send invoice statements to customers with the Collections report
Daily Sales and Payments report
Daily Activity Report
How to create progress invoices ?
Sales Tax Groups and Combined Tax Rates
MYOB Export & Sage 50 Export
How to refund credit card transactions processed via shopVOX & Authorize.net
Square Payment Integration
Prevent QuickBooks sync errors by excluding special characters and limits
Take in-store credit card payments with a USB credit card swiper
Line item Taxable / Non-Taxable logic - Video
How Do Credit Memos and Refunds Work in shopVOX?
Differences between USA QuickBooks Online and Non-USA QuickBooks Online
Accounting wins! Strategies for using shopVOX for business growth.
Multiple Currency - Setup and How it works
Sales Tax Rates
Industry Specific Content
How to Price Vinyl Printing
How to Price Banners
How to Price Banner Stands
Pricing Scenarios: Banners
Product: Yard Signs using Grid Pricing
How to Price Vehicle Wraps
Promotional Items: adding Labor cost & Base Product cost to Purchase Orders
Adding your own Variants for Embroidery and Screen Printing
How do I stop the price for my apparel from recalculating when I update the quote or sales order?
How do I add customer supplied garments to a quote or sales order?
Blank Apparel - Integrated Supplier Catalogs
Adding Promotional Products to your Quotes and Sales Orders
Dynamic Size Selection on Apparel UI
Apparel UI - Catalog Pricing Flag
How to add Screen Printed Apparel to Quotes and Sales Orders ?
How to price Screen Printing
How to customize the standard Screen Printing locations
How do I quote multiple options or quantities of shirts or hats?
How to price Screen Printing - case study
How do I add apparel styles that aren't listed in the integrated catalogs?
Importing custom catalogs for apparel from other suppliers
How do I see a detailed breakdown of cost and price of apparel?
How do add additional apparel styles or colors to a quote or sales order?
Apparel Decoration Order Guide
Master Guide to Apparel Decoration
MSRP Catalog pricing - setting a Fixed price for Apparel items
SanMar apparel catalog integration
Taking Payments in ShopVOX - what your customers will see
Setup a private storefront for your clients to place orders with a cPortal
How do I enable the free cPortal for a customer?
What is the difference between the Paid and Free versions of cPortal?
Online Ordering Account settings for cPortals & Shopping Cart
How does CC processing work in shopVOX?
Webstore & Shopping Cart Examples from shopVOX Users
Webstores for your customers - What are they? and... How to setup!
How to setup Products for a given customer to be able to order from cPortal?
White Label setup instructions
Steps to setup custom URL for paid cPortal
Setting up a Shopping Cart to sell online
What will my customers see on their cPortal?
Webstore vs Shopping Cart
Automation & Integrations
UPS Shipping Integration - Access Keys
FedEx Shipping Integration
Creating a shipment
How does an API work?
What is JSON?
Where can my get my shopVOX API credentials?
What is an API?
Can the shopVOX API accept tracking numbers on shipped orders?
Does shopVOX do custom development?
Master Guide to Automation & Integration
How to update your current contact form integration to include uploaded files
What are some popular advantages when using Zapier?
How to add form submissions as Sales Leads in shopVOX
How to send Shopify orders to Sales Orders in shopVOX
How to add Third party Shipping account to a Customer ?
I'm having an issue with the shopVOX APIs. Who do I contact?
How do I build my own custom integration?
Does shopVOX integrate with Salesforce?
Does shopVOX integrate with Microsoft Project?
How Purchase orders work in shopVOX
Setting up Mailchimp integration
Customize your account with Add-on Features
Scheduled Actions - What are they and what can I do with them
Setting up Constant Contact integration
shopVOX specific terms
What happens when a Job is completed?
QuickBooks - Classes
Key terms explained
Uploading vs Linking Assets
Why doesn't Material have Volume Discount, only Range Discount?
What does Capacity in Minutes mean?
Why can't I print the PDF documents directly, instead of downloading?
How can I print invoices to mail to my customers?
I can't use my email address? shopVOX says email has already been taken.
How do I re-activate the disabled user?
How can I send a quote and a proof together in one email to my customer?
Where do jobs "fit" in the order process in ShopVOX?
What is the Admin checkbox for when creating a new user?
How to Set Up and Use the Inventory Feature
How can I change the workflow template for a job?
How Can I Upload an Image of a Product on a Job Line Item?
Customers- Credit Limits, Stop Supply & Disable
What Does "Group" Mean When Creating a New Customer?
New to Quickbooks While Using ShopVOX
How to increase Database size ?
Hex Color file to match PMS color chart
Can customers download uploaded proofs?
How do I update contact info?
How can I raise a PRO-FORMA or DOWN-PAYMENT Invoice?
What if I want a customized PDF to match one of my existing documents?
How do I add new products?
Can we chat internally with other users?
How to enable login only from static IP address
How can I delete a job?
Who should be assigned the Customer Review step in online proofing?
Opening PDFs directly in your browser
How to hide the thumbnail image in proof emails
What does the number next to workflow steps mean?
Bulk deleting customers
Optimization tips for the Job board
Errors and Troubleshooting
How do I remove / delete materials, material types, or material categories?
When I convert a quote to a work order, does the name of the order and the line item description carry forward or do I have to rewrite?
shopVOX Chat Feature not working on Firefox Browser
How to clear history from Chrome browser?
Flags to control what prints on customer facing vs internal PDFs
Keep Important Documents Handy with Account Level Assets
How to round your pricing to 2 decimals or 4 decimals
ERROR - Property: amount_in_cents, reason: greater than payment balance.
Control custom line items
Existing Approved Proofs for ReOrders
Steps to do for signVOX to shopVOX users
Advanced Search & Filters
How do I cancel my account?
Powerful Global Search in shopVOX
How can I setup a minimum order amount?
How to optimize your browser for shopVOX
Unable to change the Customer on Order ?
Asset Images and using Image Notes
What is our IP address for the mail server ?
Custom PDF in shopVOX
shopVOX Job Board version
Updated by Aaron Aldrich
Now that you are all setup and ready to go, you can sync to your Quickbooks company. Here are the steps you will do to sync your transactions.
How to Sync to Quickbooks Desktop
Step 1. Go to the QBD Sync Invoices / Payments
Click your Company Menu > Account Settings > QBD Sync Invoices/Payments
Step 2. Familiarize yourself with the dashboard and how the sync works
Here's a quick rundown of the most important functions:
- Use this green drop down to switch between Invoices, Payments, Credit Memos, Un-Applied Payments and Purchase Orders. You'll need to do each one separately to ensure everything goes as smooth as possible.
There are two ways to select Invoices you want to sync.
- Post All Invoices to Accounting - this will select all the invoices (521 in the example below) and prepare them to be synced.
- Post to Accounting - this allows you to actually pick and choose which invoices you'd like to sync. Simply select the Post to Accounting button beside each invoice you want to send.
- Before data gets synced to Quickbooks, you need to actually start the sync.
- To start the sync, simply click the Post now button.
- Refresh your browser to update the page after about a minute.
- The Post Status column will let you know what the Quickbooks status is for that invoice. Any errors that occur will also show up here.
Now you're up to speed - let's cover the steps to do a complete sync.
Step 3. Verify the QB Web Connector is running
It's very important to make sue that the Web Connector is up and running on your computer.
It will most likely be hidden in the task bar. You could also find it by searching the "Start" menu.
Step 4. Sync Invoices first
Either manually select the individual invoices you'd like to post by clicking Post to Accounting. Or click the Post All Invoices to Accounting button to select all invoices.
NOTE: If this is your very first sync, try posting only a single invoice. This keeps your potential for bad data in Quickbooks to a minimum - and saves you from wasted time :)
Post the Invoices
Any invoices that are going to be synced will be marked as "Post Requested".
If you picked one by accident, just click Un-Post to leave it out of this sync.
Once you're ready - click the Post now button.
Refresh the Page
Once you start the sync, the Post now button will change to Post in progress... to let you know the sync is happening.
Wait a few moments for this to process and send data to the Web Connector (longer if your posting lots of invoices.
Refresh the page to check status - shopVOX will not refresh it automatically.
Step 5. Sync Credit Memos second
Follow the same exact procedure outlined before to sync Credit Memos.
- Click the green drop down button
- Select Credit Memos
- Wait for the page to load
- Select the Credit Memos to Post
- Click the Post now button
- Wait for sync and refresh the page
You may not actually have any credit memos to sync. That's good :)
Step 6. Sync Payments next
Select Payments from the green drop down button
Post the Payments
Either manually select the individual payments you'd like to post by clicking Post to Accounting. Or click the Post All Payments to Accounting button to select all payments.
NOTE: Again - If this is your very first sync, try posting only a single payment first to verify. Better to be safe and test small.
Step 7. Sync Un-Applied Payments
Select Un-Applied Payments from the green drop down button
Post the Un-Applied Payments
Occasionally you may run into an issue where things happen in reverse.
The recommended order is to sync the Invoice before you sync the Payment that was applied to that particular invoice. This helps ensure the payment gets applied correctly in Quickbooks.
For example - you take a down payment for a Sales Order. That Sales Order doesn't get completed for two weeks and the Payment gets synced to Quickbooks before an Invoice is created.
The Un-Applied Payments section lets you update these transactions without the trouble of manually updating in your Quickbooks file.
To sync Un-Applied Payments - just follow the same procedure (you've got it down now.)
- Select the Un-Applied Payments to Post
- Click the Post now button
- Wait for sync and refresh the page
Step 8. Check the Exported sections to verify the sync
Super simple last step.
You can view the transactions and payments that were synced successfully by choosing the Exported Invoices or Exported Payments sections from the green drop down button.
The Quickbooks Web Connector is not running or working correctly.
If you're having issues with the Web Connector - try this.
- Open Quickbooks
- Open the File menu
- Select Update Web Services
This should open the Web Connector for you.
If you still can't get it to work - no worries! We'll get you sorted out. Contact our support team inside the app or shoot us an email at firstname.lastname@example.org
I'm getting some really strange errors that don't make any sense to me.
If any issues occur during the sync - Quickbooks usually reports that info back to us - so we can try to diagnose the error.
However, the result is usually not easy to read or decipher.
It might read like this:
StatusCode: 3120; Object "5EED-1464989631" specified in the request cannot be found. QuickBooks error message: The name of the list element is already in use.
We compile a list of these common errors and try to translate them into plain English (which is not always easy).
The sync keeps hanging up for a really long time.
Stuck in Post in progress... for over 10-15 minutes?
It just keeps spinning and spinning and spinning.
Something is definitely wrong here. This usually means there's an issue with the Web Connector, but not always.
Follow this procedure to get things back on track.
Find the Account Settings > Settings menu
Try to troubleshoot any errors and Reset Processing
On the Account Settings > Settings page, scroll down to the Quickbooks Desktop section.
- Check the Sync error details field and look for any potentially error codes that fit the ones from our common error article.
- Click the Reset Processing button. This should clear the sync process and give you a chance to start over.
- At this point - it's a good idea to only try to post one transaction at a time - until you discover the root main cause.
- If you can't figure it out, don't spin your wheels very long. Just reach out to our chat support team inside the shopVOX app - or email us at email@example.com