You can export a list of all your sales from DataQlick in CSV format. Click on Sales in the main menu. Click on the three vertical dots in the upper right corner and select Export. Choose where you want to store the file and click Save. Open the downloaded file. You will be able to […]
Click on Sales from the main menu (dollar sign icon). Under the invoices tab, there is a Payment Status column. The payment status from connected sales channels are updated during syncing. The payment status for invoices created in DataQlick need to be manually marked as paid by selecting the invoice and selecting the “Mark as […]
To update the payment status on existing invoices created in DataQlick, go to the Invoices dashboard from Sales on the main menu. Select the invoice from the list that you want to mark paid and click on the invoice number under the Transaction # column. Click on the three dots in the upper right […]
Transactions coming into DataQlick from connected channels that cannot be processed automatically due to an item or tax-related issue, go into the Pending Sync tab. The issue needs to be corrected and the transaction reprocessed in order to sync to your accounting system. Go to Sales from the main menu. Click on the Pending Sync […]
Click on the Sales icon (dollar sign) from the main menu. Go to the Invoices tab. Click on the Filters button. You can filter all invoices by: Once one or more filters are selected, the results will display in the invoice list. To clear filters, click on the X for each filter or select Clear […]
There are no specific payment terms available when you create an invoice. You can, however, select a Due Date when creating a new invoice or editing an existing one. How helpful was this article?
DataQlick automatically brings in the Fulfillment Status from all connected sales channels. It will display either Shipped or Unshipped on the Invoice tab under Sales. For invoices created in DataQlick, you need to manually change the status of the invoice. Select Sales from the main menu. On the Invoices tab, select the invoice you want […]
Discounts can be added to invoices created in DataQlick. Discounts can be either a percentage of the sale, or a specific dollar amount. The discount percentage applies to the full invoice amount. How helpful was this article?
The Pending Sync tab on the Sales screen will show all sales that were unable to be processed into DataQlick and your accounting system. The cause could be a product link issue, a sales tax link issue or some other issue between your sales channel and DataQlick. See “How do I correct pending sync […]
A Quote is an estimate you can send to a customer that has no impact on inventory and will not show up on any views in DataQlick. A Sales Order is a promise to buy, but is not deducted from inventory. It will, however, appear on the Inventory screens. You can also create multiple […]
From the main menu, click on Sales (the dollar sign icon). There will be four tabs under Sales. A list of all the transactions under each tab will be displayed. Click on Invoices to see a list of your invoices/sales receipts.
For most sales channels, you choose whether to record sales as Sales Receipts or as Paid Invoices. You select which one you prefer in the Setup Wizard (not all sales channels provide an option). Click on the Setup Wizard from the main menu. Select the Ecommerce Store section. Click on the Connected tab.
A Sales Order is a promise from the customer to buy, but items sold are not deducted from inventory. They will, however, appear on the Inventory screens to help you with inventory management. You can also create multiple invoices from one Sales Order.
DataQlick syncs sales from all connected sales channels to your accounting system (QuickBooks Online or Xero) in real-time for most platforms. You can also Sync on Demand under the main menu. How helpful was this article?
In the Accounting Setup Wizard, you can set up a default tax code to use for invoices that are created in DataQlick. Then, in each of the Ecommerce Setup Wizards, you will choose how to process sales tax for each channel. For Amazon and Shopify, you can choose to turn on (or keep off) DataQlick’s […]
Click on Sales from the main menu. Select the Invoices tab and click on +New Invoice. You can also create an invoice by selecting one or more products from the Product View tab under Inventory. When you click on a box next to the item, a window will appear on the right side of the […]
Invoices created in DataQlick can be edited. Select the Invoices tab from the Sales dashboard. Click on the Invoice you want to make changes to under the Transaction # column. In the Review Transaction window, you can make changes to any of the fields. Click the Save button when you are done to save any […]
Locations can be assigned to invoices created in DataQlick. If you would like to keep sales separate within Quickbooks Online so you can run P&L and Balance Sheets for each individual location, you can do so by utilizing Locations in DataQlick. Locations will sync to your QBO account (Plus version only). QuickBooks Online […]
You can use class tracking to see how different areas of your business are performing (such as departments, cost centers, locations or even by projects or sales people). This way, your reports help you make proactive business decisions. In QBO the categories are named Classes and Locations In Xero they are Tracking Category 1 and […]