Accounting & QBO
None of my transactions are syncing to QBO until I manually sync. Is there a way to automatically sync and not have to do it manually?
Yes, set up auto sync in QBO integration settings.
I am starting a new store on Shopify but already have one store. Is there a limit to the number of Shopify Stores that can be connected to DEAR?
NO!
however each store is charged as an additional integration.
I have a user who has access but when they log in they don't see anything. Can you help?
Check the user permissions. The user likely has an account but no permissions.
This product needs to be drop shipped but I don't have that option on the sales order for some reason. What should I do?
Check the drop ship settings on the part and make sure a drop ship supplier is selected.
I don't want each of my individual sales going to QBO, its just adding unnecessary data and clogging up my QBO. Can you stop that?
No!
All transactions are synced between DEAR and QBO and there are no options to turn that off.
Why are there no payments posting to any of my ecommerce orders?
Invoice Status must be "Authorized"
Every time I create a PO it is not allowing me to receive the stock before it requires me to enter in invoice details. I don't have the invoice yet but I need to receive the items.
Change the PO setting to "Stock First" from "Invoice First" on the PO.
If this is typically how you receive your goods, this should also be changes in the General Settings to default on every PO.
My import keeps failing saying "CSV Import not recognized" What am I doing wrong.
This error happens when the headers of your import do not match the most recent headers for DEAR.
Can I automate printing documents when something happens? (ie. When I pick an order where a pick ticket prints automatically)
No.
Natively, DEAR does not currently support this feature.
I didn't clean up my QBO and synced it to DEAR. Now I have a lot of data in DEAR that I don't need like old customers, and products that I haven't sold in years that I don't need coming over. What do I do?
You will now have to delete the data from DEAR and from QBO and then sync again
I only use Amazon FBA and don't need an individual order for every Amazon order in my QBO. Is there any way around this?
Yes!
If you only use FBA, you can chose the consolidate orders option on the Amazon integration settings.
I need to change my default tax rule on sales orders coming in. Where do I go to do that?
General Settings, Sales Process Customization, Default sale tax rule.
Using the WMS, I want to print a packing slip after I pack the order automatically? Can this happen?
Yes!
Turn on setting on WMS settings called Print Package Details. You must be connected to a wifi printer on the printer and device.
What does DEAR stand for?
Double
Entry
Accounting
Records
I wanted to change the mapping for my inventory account and have it go to a different one. Where do I go to do that?
Reference Books - Chart of Accounts
All of my invoices keep getting the cost of the shipping added as an additional charge for the customer to pay. Can you fix it?
Go to Shipstation settings and turn off "Import Shipping Cost"
Avalara is giving me an address error when trying to calculate tax on orders. What do I do to fix this?
Check the reference books and location settings for an address. This means there is no address specified on the warehouse location.
My inventory asset balance doesn't match exactly between my old system and DEAR. How do I fix this? Its off by $5253
You need to de a JE to adjust the balance to match the DEAR balance. This should be done immediately as soon as the inventory is brought in and the discrepancy is calculated.
I need to change the amount of a component on my assembly order. What is the best way to do this?
Find the parent part, edit the assembly details
How do I create clearing accounts for my ecommerce payment methods?
Create a bank account for the clearing account in QBO, sync QBO, and then map that account on the ecommerce integration settings.
How do I accept a credit card payment on an order? I have Authorize.net connected.
You have to add the pay icon to the sales order or invoice template and then the customer can click on it to pay or you can enter the payment information for them.
I need to build out a discount for a customer to get 10% off their orders as a loyalty reward. How do I set that up?
2 Options:
Price Tiers or Discount Field on Customer Profile
Several of my items didn't come in from my old systems I am noticing and they don't show inventory on hand when I have it. How do I fix this
Inventory Adjustment or Stock on hand import if you don't want the asset balance to change.
I want to print out labels for the stock I received today without having to go to each item. Is that possible?
Yes
Go to the PO and click on the stock received tab, then click on Print, then product label.