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Frequently Asked Questions

Find answers to our most frequently asked questions here.

  • How to Create New Users
  • Month-End Close
  • What is the Difference Between Spot and Contract Orders?
  • Overview of Warehouse Module
  • QuickBooks Accounting Integration Overview
  • Warehouse Management Tool Set Up
  • What is Agency?
  • What Browsers are Supported?
  • Setting up QuickBooks Desktop Integration
  • Using the Claim Status
  • How to delete Adjustments
  • Tracking Prospects
  • Types of Inventory Models
  • How to show Customer Prepayments on an Invoice
  • Workflow: From 1 Supplier to multiple Customers
  • How to add Warehouse Locations
  • Workflow: 1 load from multiple Suppliers to 1 Customer
  • How Can I Charge a Customer Back for Freight?
  • Creating a New User in QuickBooks Online
  • Syncing Invoices and Payables with QB Desktop
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