Getting Started

1place - Training Videos - Link https://www.youtube.com/@1placeCloud 1place Training Videos - Master List How to create Invoices . How to create Credit Memos (or Return Authorizations). Overview of the Shipping & Receiving Screen. How ...

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 ...

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 manage or purchase inventory . ...

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. V...

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 & r...

(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 t...

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...

(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 US...

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 w...

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...

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 ...

Help Topics Signing In to Your Account How to Sign in to Your 1place Account What If I Enter the Wrong Email/Password? Signing In to Your Account How to Sign in to Your 1place Account To access your 1place account, follow these steps...

Overview This article provides common Google Chrome procedures that may be needed when using  1place  or other web-based applications. Topics covered: Downloading and installing Google Chrome Disabling Autofill Checking for Chrome updates All...

Email Settings – Configure Email for Sending from 1place Overview The Email Settings screen allows a 1place user to connect their email account to 1place. Once configured, 1place can use the user's email account to send emails such as: Inv...

Overview Use the Import Wizard to import new records or update existing records using Microsoft Excel templates. The available Import Types depend on the screen where the Import Wizard is opened. Accessing the Import Wizard 1. Open a modul...

The Log-in Screen Important Notes It is recommended that you use Google Chrome as your browser for 1place.cloud. You cannot log in to 1place in more than one browser at the same time. 1place will automatically log you out of the previous ...

Help Topics Overview Quick Search Screens (per Data type) How To Use the Quick Search Screen Jobs (Quick Search Screen) Customers (Quick Search Screen) Vendors (Quick Search Screen) Quotes (Quick Search Screen) Sales Orders...

Overview of the Settings Screen This screen holds all the required and preferred settings for all screens in the system. To go to Settings screen, click on the gear icon (top right corner of screen) then select Settings . Settings Type ...

The Purpose of Test Mode Test Mode helps users LEARN how to do things in 1place by providing a way to enter practice data in 1place. Test Mode enables users to feel free to ADD, EDIT, or DELETE records--even in a LIVE database--without chang...

Overview A List Screen is available for each major record type in 1place, such as Customers, Vendors, Invoices, Sales Orders, and other records. List Screens are designed to help you quickly view, search, manage, and organize records. Depending on...