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- 1place Release & QA Testing Processes
- 2025 Q3/Q4 - 1place Master Version (Changes Log)
- 2026 Q1 - 1place Master Version (Changes Log)
- 2026 Q2 - 1place Master Version (Changes Log)
- 2026 Q3 - 1place Master Version (Changes Log)
- 23.0705 (released 7/5/2023)
- 23.0821 (released 8/21/2023)
- 23.1116 (scheduled for initial testing on 11/16/23)
- 23.1005 (scheduled for initial testing on 10/5/23)
- 24.0122 (scheduled for initial testing on 01/22/2024)
- 24.0304 (scheduled for initial testing on 03/04/2024
- 24.0731 (scheduled for initial testing on 07/31/2024)
- 25.0212 (scheduled for initial testing on 02/12/2025)
- 26.0630 Version Release Changes Log
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- (000) 1place - Big Picture GoLive Process [INCOMPLETE]
- (002) 1place - Quick Start Guide for Purchasing & Inventory Personnel
- (001) 1place - Quick Start Guide for Sales & Customer Service Personnel
- (003) 1place - Quick Start Guide for Warehouse Management Personnel
- (004) 1place - Quick Start Guide for Accounting (AR, AP, Banking, GL) Personnel (*** UNDER CONSTRUCTION ***)
- (005) 1place - Quick Start Guide for System Admins (Settings) (*** UNDER CONSTRUCTION)
- (006) QuickBooks Online - Preparing and Balancing QuickBooks Online for use with 1place
- (008) QuickBooks Online - Imperfections In the Integration with 1place.cloud
- (007) QuickBooks Online - How to Setup, Sync, and Use with 1place
- 1place Data Conversion How To's (To Export and Transfer Files)
- 1placeScan (warehouse parts scanning and delivery application) + Suggestions (scan.1place.cloud)
- (INCOMPLETE) What should I double check before going live with 1place? ( High Level GoLive Checklist )
- 1place - Practice Scenarios (for Auto Body Supply Companies)
- 1place - Pre-Live Setup Settings (Checklist)
- 1place Customer Portal
- 1place Home Screen
- 1place Integrations (QuickBooks Online, CCC, OEConnection, PartsTrader, etc) [UNDER CONSTRUCTION]
- 1place Printer Connect - How To's
- 1place Scan - How To's (Incomplete)
- 1placeScan (scan.1place.cloud, WMS, osScan) - How to Setup & Use
- Account Login & Setup (Incomplete)
- AR Customer Statements - How to Print & Email
- AR Receive Payments screen - How to create and export
- Bin Management - How to's
- Catalog Management - How To's
- CCC True - 1place Integration - How To's
- Chrome Browser - How To's
- Cloud Server Requirements (if hosted on your own server)
- Custom Fields (creating, importing into, etc)
- Credit Memo Screen - How To's
- Custom Pricing Templates - How To's
- Customer: Add New Screen
- Customer Detail Screen - How To's
- eBiz Charge (credit card integration with 1place) How To's
- eBiz Integration - Credit Card Payments on 1place - How to's
- eBizCharge - How to Setup an ACH Account (for Monthly 1place Payments)
- Email - How To's
- Find Parts screen (Automotive - Year, Make, Model format) - How To's
- Find Parts screen (Standard format) - How To's
- How To Allow Pop-Ups in Google Chrome
- How to Create Microsoft Azure Storage Containers and View Files with Azure Storage Explorer
- How to Perform a Full Inventory Count in 1place
- How to Print Shipping Labels (and Track shipments) using Aftership.com
- How to Simplify your QuickBooks Online Integration
- intSpec: Yodlee.com (open-finance) - Connect to 1,000s of Banks
- Import Wizard Screen - How To's
- Invoice Screen - How To's
- Item - Adjustments Screen - How To's
- Item Assembly (Bundle) - How to Create and Build
- Item: Add New Screen
- Items - Getting Inventory Levels Accurate (if data from old system is inaccurate)
- Items - Pictures
- Items - Item Detail screen - How To's
- Items - How to Build Item Bundles (Assemblies)
- Items - Pricing How To's
- Job Details Screen - How To's (***Incomplete***)
- Job: Add New Screen
- Jobs & Projects - How To's (Incomplete)
- List of State Sales Tax Rates* (Last Update July, 2019)
- List Screens - How To's
- Log-in Screen
- Mac / MacBook How To's
- No Help Is Available For This Screen (Yet)
- PartsTrader - 1place Integration - How To's
- Payments on 1place (incomplete)
- Pricing Templates screen - How To's
- Printing How To's for 1place
- Printing on 1place
- Purchase Order screen - How To's
- Quick Search Screens
- QuickBooks Online - Sales Taxes with OneSource
- Quotation screen - How To's
- Record Numbering - How To's
- Replenish Stock - How To's
- Reports in 1place
- Sales Order Purchase Order Screen - How To's
- Sales Order Screen - How To's
- Sales Quotes Screen - User How To's
- Sales Taxes - How to's
- Settings Screen
- Shipping & Receiving - How To's
- Shipping and Receiving (New)
- Support Tickets - How to's (Jira Ticketing Embedded into 1place, Filtered to Customers Jira Tickets)
- Tasks - How To's
- Test Mode (How it Works)
- Vendor Detail Screen - How To's
- Vendor: Add New Screen
- Warehouse Management (New & In Progress)
- 1place. The new & improved cloud version of OneSource.
- intSpec: Customers > Portal > AppSpec (Customer Portal - formerly OneSource Online Orders or osOO)
- * Customer Support - 1place - Data Conversion How To's (OneSource (V4) to 1place (V5))
New Articles
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1place Home Screen
Created On: 08/19/2026 in User How To'sOverview of the Home Screen Dashboard See your data metrics in one place! The Dashboard gives you a glimpse of all your customers, sales, inventory and other business data metrics summarized in one screen. Top (section) The n... -
1place Customer Portal
Created On: 08/19/2026 in User How To'sHelp Topics Customer Portal Overview Key Features Setting Up your 1place Customer Portal and Related Settings Login Screen Layout Find Part Field/Column (List Screen) Settings Find Parts Fields/Columns (Detail Screen) W... -
(006) QuickBooks Online - Preparing and Balancing QuickBooks Online for use with 1place
Created On: 08/19/2026 in User How To's(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... -
(008) QuickBooks Online - Imperfections In the Integration with 1place.cloud
Created On: 08/19/2026 in User How To'sSummary 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... -
(007) QuickBooks Online - How to Setup, Sync, and Use with 1place
Created On: 08/19/2026 in User How To'sHow 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 ... -
1place Data Conversion How To's (To Export and Transfer Files)
Created On: 08/19/2026 in User How To'sData 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. ... -
1placeScan (warehouse parts scanning and delivery application) + Suggestions (scan.1place.cloud)
Created On: 08/19/2026 in User How To's1placeScan - Functionality Summary 1placeScan is a 1place.cloud add-on that helps you: Scan items into stock for incoming Purchase Orders. Scan items out of stock for Sales Orders. Scan items out the door for Order Dispat... -
(003) 1place - Quick Start Guide for Warehouse Management Personnel
Created On: 08/19/2026 in User How To'sSummary 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... -
(004) 1place - Quick Start Guide for Accounting (AR, AP, Banking, GL) Personnel (*** UNDER CONSTRUCTION ***)
Created On: 08/19/2026 in User How To's(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... -
(005) 1place - Quick Start Guide for System Admins (Settings) (*** UNDER CONSTRUCTION)
Created On: 08/19/2026 in User How To'sOverview 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...
