1place.cloud - User How To's

An Overview of the 1place GoLive Process (for System Administrators) The following is a HIGH LEVEL overview of the process of getting up and running on 1place to run your Inventory based business. Initial Steps You will be assigned to a dedicated Customer…

1place - Training Videos - Link https://www.youtube.com/@1placeCloud 1place Training Videos - Master List How to create Invoices. Video # Category Topic Length YouTube Keyword 001.0 Overview & Setup Quick Start: Learn 50% of 1place in less than 10 mi…

Summary 1place.cloud is an all-in-one-place to help your company manage your Customers, Sales Orders, Inventory, and Warehouse. This Quick Start Guide has been designed for people who will use 1place to do Sales and/or Customer Service. Help Topics Viewing…

Summary 1place.cloud is an all-in-one-place to help your company manage your Customers, Sales Orders, Inventory, and Warehouse. This Quick Start Guide has been designed for people who will use 1place to work in the warehouse shipping & receiving items.…

(This KBA is still under construction...) Viewing Training Videos (on YouTube) NOTE: If cannot click on the links (because you have printed out this article) please visit www.youtube.com in the search bar type: 1place . cloud (be sure to put in the spaces).…

Overview This article provides a summary of the 'settings' that affect many of the functions in 1place. It is highly recommended that you review the entire article to get familiar with the high level settings that affect 1place. Creating a New Company Login…

(Option 1) - How to Setup QuickBooks Online (if you have never used 1place before but ARE using QuickBooks already). 1--Big Picture Understanding. Following the steps of Option 1 means... You are NOT using 1place right now. You are USING QuickBooks Desktop…

How the 1place QuickBooks Online (QBO) Syncing Works Big Picture - How it Works If you have an active QuickBooks Online (QBO) account (Plus version or greater if selling Inventory) you can connect to it from inside 1place. When the Use QuickBooks Online Integration…

Summary This KBA is intended to explain the scenarios where the Integration between QuickBooks Online (QBO) and 1place.cloud are not 100% perfect (due to restrictions in and/or lack of features in the QuickBooks Online API). In other words, the following…

Data Conversion File Preparation Overview & General Notes This KB article outlines the various EXPORT files that can be created to IMPORT various types of data into 1place. How to prep the files with the proper data and columns headers. How to Zip and…