QuickBooks Connect: Catalog Defaults
QuickBooks Online integration defaults are used to make sure that every data block (ie. customers, vendors, invoices, bills, catalog, etc) has the data required by QuickBooks to sync properly. If not, this can cause errors in syncing with QuickBooks Online. Catalog Account Defaults will automatically be applied to new Product and Service items when created […]
QuickBooks Connect: Income Defaults
QuickBooks Online integration defaults are used to make sure that every data block (ie. customers, vendors, invoices, bills, catalog, etc) has the data required by QuickBooks to sync properly. If not, this can cause errors in syncing with QuickBooks Online. Income Defaults will automatically be applied to new Customers created in Werx. These settings CAN […]
Create a Contract Project
Contract Project (or Progress Billing Projects) are used for jobs with a fixed contract amounts that are billed in multiple payment applications based on completion percentage. Any changes to the project are are done through Change Orders that are added to the contract and billed by completions percentage the same as other contract items. Create […]
Add/Edit Customers
Create a new Customer Customer Details Customer Settings Customer Contacts Setting up customer contacts will allow your users to assign individual contacts to particular projects for better communication. Sync to QuickBooks Online For accounts connected to QuickBooks Online Once you have completed the customer details and are ready to sync this customer to QuickBooks, select […]
QuickBooks Online Integration Overview
Entering data twice can be tedious and hampers efficiency, but it’s crucial to ensure that your accounting software remains in sync with the rest of your business operations. After all, you aim to align your financial reporting, operational reporting, profit and loss statements, and expenses. Maintain a seamless connection with your accounting software. This ensures […]
Connect to QuickBooks Online
Connect your Werx account with QuickBooks Online and keep your data synced with bi-directional syncing. Connect From here you will be taken to a QuickBooks Online connect screen. Follow instructions on the QuickBooks pop-up. This process will take a few minutes. When you return to the Werx QuickBooks connect screen, you will see an indicator […]
Estimate Terms Templates
Create default estimate terms for users to use when creating Itemized and Proposal Estimates. These terms can then be edited within the estimate without effecting the original estimate template. Create an Estimate Terms Template You can add as many terms as needed. When creating an estimate, the user will be able to select the desired […]
Time Settings
In the Werx account admin section, select Time from the left side navigation Overtime Settings Set the overtime settings for your state. Select checkbox for Calculate weekly overtime after: and enter the hrs/wk amount If applicable, select checkbox for Also calculate daily overtime after: and enter hrs/day amount If applicable, select checkbox for Also calculate […]
Proposal Estimates
Proposal Estimates are a long-form style of estimate. Write a very detailed description of the scope of work to be done. This proposal can be as long as needed. Then add a general price breakdown for the scope of work described in the proposal. Proposal Estimates are generally used for Contract Projects, however, they can […]
Itemized Estimates
Itemized Estimates are a “traditional” style of estimate. List out your items to be quoted along with quantity, unit price, total, and tax. Itemized Estimates are generally used for Time & Material projects, however, they can be used for Contract Projects as well. Create an Itemized Estimate Estimate Information Estimate Details To add items to […]