Support Center

Functionality

  • Viewing Active Zone - Based Jobs

    To view all zone based jobs that are Active you will go to the Route Applications - Pick Zone Based services f...

    Apr 06, 2016 03:02PM EDT
  • Adding Purchase Order Numbers To Invoices

    To add the Purchase Order Number of a Client to an invoice: 1. Go to the My Calendar screen. 2. Genera...

    Apr 25, 2016 11:20AM EDT
  • Applying Discounts

    To add discounts first create a job for the customer and then perform the following steps: 1. In the custome...

    Apr 06, 2016 03:03PM EDT
  • Changing an Invoice

    To make changes to an invoice in QuickBooks that was originally generated in QXpress perform the following ste...

    Apr 25, 2016 11:20AM EDT
  • Changing Tax Preference

    In order to change the tax preferences for any of your clients, you must alter their information in QuickBooks...

    Apr 06, 2016 03:03PM EDT
  • The Contact Manager

    The Contact Manager is a feature in QXpress allows events, other than jobs, to be scheduled into the calendar ...

    Apr 06, 2016 03:05PM EDT
  • Creating Additional Companies

    To Create additional companies in QXpress perform the following steps: 1. Make a backup of your current QXpr...

    Apr 25, 2016 11:21AM EDT
  • Creating an Active Customer List

    To create a memorized filter list for active customers perform the following steps: 1. Go to customer and go ...

    Apr 06, 2016 03:05PM EDT
  • Day Specific Sort Codes

    To Set up day specific sort codes perform the following: Part 1: Set Up Sort Codes 1. In My Calendar click t...

    Apr 06, 2016 03:06PM EDT
  • Editing The Renewal Letter With Prepay Option

    This article explains how to make common edits to the standard renewal letter named "Renewal Letter with Prepa...

    Apr 06, 2016 03:07PM EDT

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