Accounting and Reporting
QuickBooks Online
For those using the online version of QuickBooks
QuickBooks Desktop
Xero
Xero
Reports
How to create progress invoices ?
Learn how to create and manage deposit invoices, progress invoices, and more for your larger projects.
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Creating & sending Statements in shopVOX
Creating & sending statement to your customers is super easy. Here in this video we show you how - it's only 3 minutes long and worth a watch..
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…
