General Admin Items
Inventory Control with BizScheduler
Inventory Control with BizScheduler and QuickBooks BizScheduler helps you with inventory control in QuickBooks as you include Inventory Items as line items in your BizScheduler Jobs and then Export those finished jobs to QuickBooks to complete them. ...
Complete Jobs Without QuickBooks
How to Complete Jobs Without Exporting To QuickBooks In BizScheduler, a Job isn't Completed until you have set the Payment Type and then either Exported it to QuickBooks or have instructed BizScheduler to mark it as Complete without Exporting it to ...
Completing and Exporting Your Jobs to QuickBooks Online
Completing and Exporting Your Jobs to QuickBooks Online Once you finish doing the work on a Job for your Customer you need to set the Payment Type and run the Accounting Report. This will let BizScheduler direct your QuickBooks Online to create your ...
ACH Payments
BizScheduler and Automated Clearing House Payments (ACH Payments) You can utilize the lower rates and often faster payment receipts of Automated Clearing House Payments (ACH Payments). There are just a few settings that you will need to have in place ...
No QuickBooks Item Assigned
No QuickBooks Item Assigned When exporting a Job to QuickBooks, you may get an error similar to this: The Services shown below do not have a QuickBooks Item Name assigned to them. Before exporting jobs to QuickBooks, each BizScheduler Service must ...
Common Errors when exporting to QuickBooks Online
Common Errors when exporting to QuickBooks Online Job Site vs. Bill-To Customer Conflict When exporting to QuickBooks Online (QBO) there may be a conflict with the relationship between a Bill-To Customer and a Job Site that you have billed in the ...
QuickBooks Invoice Number Already Used
When exporting an invoice to QuickBooks from BizScheduler you could get an error telling you that the invoice already exists. The invoice numbering is controlled by QuickBooks (Desktop and Online). QuickBooks automatically assigns the next invoice ...
How to find an Invoice Number in BizScheduler
The easiest way to find an invoice is to use Custom Search: Click the Custom Search link under the Tools section of the Hub Click at least the checkboxes for these fields: Name, Job Date Between, and BizScheduler Invoice # and/or QuickBooks Invoice # ...
Job-Based Referral Sources
Job-based Referral Source. Referral sources are an important part of tracking and managing your marketing efforts for attracting new customers. That's why referral sources appear on the Customers screen. If you wanted to track job revenue from ...
BizScheduler integration with Square for card payments
BizScheduler integration with Square for card payments BizScheduler integrates with Square, one of the leading technologies for taking credit card payments via mobile devices. This integration provides the following features and benefits: Your field ...