Accounting and Reporting

QuickBooks Online

For those using the online version of QuickBooks

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4 articles by 3 authors

QuickBooks Desktop

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3 articles by 1 author

Xero

Xero

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2 articles by 1 author

Reports

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3 articles by 2 authors

How to create progress invoices ?

Learn how to create and manage deposit invoices, progress invoices, and more for your larger projects.

Arun Kanagala
Updated 8 months ago by Arun Kanagala

Sales Tax Groups and Combined Tax Rates

Does your State or Country have Combined tax rates? If you are not sure, you might want to ask your Accountant. Some of our Customers have a need to split out the Sales taxes based on how they are pa…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

MYOB Export & Sage 50 Export

Here is how to export a CSV file that will import into MYOB for Invoicing. Currently MYOB doesn't integrate with ShopVOX like we do with Quickbooks or Xero, but are working on getting a full integrat…

Arun Kanagala
Updated 8 months ago by Arun Kanagala

How to refund credit card transactions processed via shopVOX & Authorize.net

As of now this is a three step process to fix it in shopVOX, Authorize.net and Quick Books. Record Refund in shopVOX. Follow these steps to refund in shopVOX First make sure the payment is adjusted t…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

Square Payment Integration

How to setup online payments using Square ? For customers that would like to add Square processing, here are the steps to turn this on and create the Gateway. You will first need to request this feat…

Arun Kanagala
Updated 1 year ago by Arun Kanagala

Prevent QuickBooks sync errors by excluding special characters and limits

While we've tried our absolute best to create a pain-free syncing experience with QuickBooks Desktop and QuickBooks Online, sometimes errors occur. Some of those errors are caused by limitations with…

Bryant
Updated 1 year ago by Bryant

Take in-store credit card payments with a USB credit card swiper

Tired of manually entering your customer's credit card info into shopVOX? . Check out this video to learn more about how you can add a USB card swiper that works with shopVOX in your web browser.. FA…

Lila Carsten
Updated 2 weeks ago by Lila Carsten

Sales Commission

If you want to pay your sales reps a percentage of a sale in commission, then look no further than shopVOX Pro to solve this problem. This feature is included in shopVOX Pro. shopVOX can calculate co…

Lila Carsten
Updated 11 months ago by Lila Carsten

Line item Taxable / Non-Taxable logic - Video

We recently made an update for Customers who sync with QB (Desktop or Online). Previously, Products were set to default to Taxable or Non-Taxable and you could change the setting on an individual lin…

Haylee Benton
Updated 1 year ago by Haylee Benton

How Do Credit Memos and Refunds Work in shopVOX?

This article should help you know the best use case for credit memos and refunds. Refunds in shopvox serve the purpose of representing actual money given back to a customer from a payment. Credit Mem…

Lila Carsten
Updated 11 months ago by Lila Carsten

Differences between USA QuickBooks Online and Non-USA QuickBooks Online

All Non-USA accounts which try to sync with QB (Both desktop and Online) need to have this flag enabled in admin. Use Tax Codes - Y (Should be checked). UK/Australia , Accounts Receivable - COA Type…

Haylee Benton
Updated 1 year ago by Haylee Benton

Accounting wins! Strategies for using shopVOX for business growth.

Some of the components of shopVOX are the accounting integration, reporting and business intelligence dashboard. These elements can help you with analyzing your business and possibly create a strateg…

Aaron Aldrich
Updated 4 months ago by Aaron Aldrich

Multiple Currency - Setup and How it works

IMPORTANT NOTE: . This feature is in BETA testing. We are NOT currently accepting any more requests to join the BETA for this feature.. As an international customer, you may work with customers that…

Aaron Aldrich
Updated 6 months ago by Aaron Aldrich

Sales Tax Rates

For most of you, collecting and managing Sales Tax is a necessary part of everyday business life. In shopVOX, you must have at least one Sales Tax rate created in your account, even if you don't char…

Aaron Aldrich
Updated 8 months ago by Aaron Aldrich

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