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FieldEdge IT Infrastructure

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  • What information is shared between FieldEdge and QuickBooks?

    Your FieldEdge database and QuickBooks database are synced together. This allows for information to pass between the two programs, alleviating the need for annoying end of day batch posting. Below ...

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    • 6 votes
  • QuickBooks Integration

    Overview: The following webinar discusses different aspects of the connection between FieldEdge and QuickBooks. This includes some of the notifications you may encounter in FieldEdge, what single-u...

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    • 1 vote
  • Following up on refunded or voided payments in FieldEdge

    After the refund/voided transaction has been saved in the Clearent Virtual Terminal, you’ll need to follow up with the invoice in FieldEdge and QuickBooks. Follow the instructions below to follow u...

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  • FieldEdge Payments

    You're integrated with FieldEdge Payments, now what? Leave this webinar prepared to get even more out of an integrated payment processor. Learn about all the capabilities of FieldEdge Payments - in...

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  • (Alert) 6 QuickBooks found an error when parsing the provided XML text stream.

    Alert 6 QuickBooks found an error when parsing the provided XML text stream. Cause An Item was Deleted from QuickBooks and can no longer be found and/or updated in FieldEdge. ...

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  • Creating an Assembly Item

    Assemblies are built by combining individual Items as sub-parts under an individual Item number. You will need to create each of the Items you want on the assembly prior to combining them under one...

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  • Settings: Tasks

      Table of Contents Overview Instruction Fields Name Class Skill Minutes to Complete Task Notes Active Save Cancel Overview Tasks, found within Work Orders, are a required field. They define ...

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  • Settings: Skills

      Table of Contents Overview Instruction Fields Name Active Save Cancel Examples Examples of HVAC Skills Examples of Plumbling Skills Overview Back to top Using Skills will make sure th...

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  • (Alert) There was an error when storing "(company name)... list cannot contain a colon...

    Alert Example: There was an error when storing "Subway Sandwich Shop Attn: Jerry 00001" in the "customer name" field. QuickBooks error message: Names in this list cannot contain a colon. The ...

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  • Settings: Pricing Rules

    Table of Contents Overview Instructions Fields General Flat Rate Flat Rate Settings Schedule Cancel Save Overview Back to top Pricing Rules will impact how FieldEdge will calculate labor and ...

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