Updated Articles

  1. (004) 1place - Quick Start Guide for Accounting (AR, AP, Banking, GL) Personnel (*** UNDER CONSTRUCTION ***)

    (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...
  2. (005) 1place - Quick Start Guide for System Admins (Settings) (*** UNDER CONSTRUCTION)

    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...
  3. (008) QuickBooks Online - Imperfections In the Integration with 1place.cloud

    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...
  4. (000) 1place - Training Videos - Master List

    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. ...
  5. (000) 1place - Big Picture GoLive Process [INCOMPLETE]

    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 ...
  6. 25.0212 (scheduled for initial testing on 02/12/2025)

    25.0212 (released 02/12/2025) Date Task # ======== Type ======== Screen (or Report Name) Description Requested by Customer Links to Additional Info 02/21/25 32192 Bug Purchase Order PURCHAS...
  7. 23.0705 (released 7/5/2023)

    23.0821 (released 8/21/2023) Version # Date Task # ======== Type ======== Screen (or Report Name) Description Links to Additional Info 8/30/23 29500 Bug Fix QBO Sync Partially PAID invoices and pa...
  8. 23.1116 (scheduled for initial testing on 11/16/23)

    23.1116 (released 11/16/2023) Date Task # ======== Type ======== Screen (or Report Name) Description Request by Customer Links to Additional Info 11/16/23 30662 Bug Shipping and Receiving ...
  9. 24.0122 (scheduled for initial testing on 01/22/2024)

    24.0122 (released 01/22/2024) Date Task # ======== Type ======== Screen (or Report Name) Description Request by Customer Links to Additional Info 01/22/24 30893 Bug Cash Management Update the CASH MANAGEM...
  10. 24.0304 (scheduled for initial testing on 03/04/2024

    24.0304 (released 03/04/2024) Date Task # ======== Type ======== Screen (or Report Name) Description Request by Customer Links to Additional Info ...