Popular Articles

  1. (INCOMPLETE) What should I double check before going live with 1place? ( High Level GoLive Checklist )

    Data Conversion - Checklist Are you converting FROM QuickBooks Online to 1place + QuickBooks Online? (IF Not SKIP THIS STEP) Have you created User Logins for each user that will need access to 1place? Have you entered and tes...
  2. 1place Home Screen

    Overview 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...
  3. 1place Integrations (QuickBooks Online, CCC, OEConnection, PartsTrader, etc) [UNDER CONSTRUCTION]

    Overview OneSource Software has created (and is continuing to create) various integrations to get you 1place data in and out of other systems that offer various features and benefits that may be useful to your business. The following is a list o...
  4. Account Login & Setup (Incomplete)

    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 s...
  5. Cloud Server Requirements (if hosted on your own server)

    This article is not yet completed. A very high level, short answer is: Most likely 1-2 ($6,000-$10,000) Windows Server(s). Dual Processors from XEON E5 2600 family or better, with 8 cores or higher, with hyper-threading capabilities. (T...
  6. Custom Pricing Templates - How To's

    Custom Pricing Templates - How to Setup & Use Overview Custom Pricing Templates allow you to create reusable pricing rules that can be assigned to multiple customers. A template can be used when multiple customers have similar pricing requir...
  7. Customer: Add New Screen

    Data Input for Add New Customer or Prospects Screen Auto Fill Profile - This is a helpful feature to automize filling in the data to save your time. When you select a profile from the dropdown list, the boxes are automatically filled i...
  8. eBizCharge - How to Setup an ACH Account (for Monthly 1place Payments)

    How to Setup eBizCharge ACH Account for monthly 1place ACH Payments When you purchase 1place products & services we ask you to allow us to collect the 'startup' costs (usually spread over 12 months) and on-going 'monthly subscription service...
  9. How to Create Microsoft Azure Storage Containers and View Files with Azure Storage Explorer

    How to Create Microsoft Azure Storage Containers ... Add Container Name Anonymous access level: Container Create How to Use Microsoft Storage Explorer How to Download How to Configure & Connect Microsoft Azure Storage Explorer to...
  10. Item - Adjustments Screen - How To's

    Overview The Item Adjustment screen contains significant information about the quantity adjustment of items and more.