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Integrate your accounting

Personalize your account

Set your Terms and Conditions
Save time with Emailed Document Templates
Customize Categories to fit your shop

Importing your data

Adding your teammatees

Add your Users
Setup your Notifications
Define user Roles
Add SMTP settings for each User

Build your workflow

What is a Workflow Template?
Build your first Workflow Template
Adding Custom Fields
Test your new Workflow Template
Sample Workflow Templates

Integrate your accounting

Before you sync
Syncing to QuickBooks Online
Syncing to QuickBooks Desktop
Syncing to Xero

Next steps after setup

Test and tune
Going live

Configuring your POS Settings

Before you sync

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