Vin Ferruzza
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How to set a default email address to receive payment confirmations
When utilizing our direct integration with QuickBooks Payments, you have the option of designating a default email address to be copied on all confirmation emails for payments. This can be adjusted...
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How to prevent mobile users from editing time
In your admin section under customize/time tracking, you can enable a setting to prevent mobile users from manually editing their own time:A time entry display with with this feature enabled:A time...
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How to Connect to QuickBooks Online
You can establish a connection with QuickBooks Online as long as you are currently an admin of both Knowify and QuickBooks. You can process this by navigating to the Admin Section of Knowify under ...
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Invoicing a Cost-Plus/T&M job with schedule of values invoicing
Knowify offers a feature to invoice cost-plus/time and materials jobs with a schedule of values invoice.This feature is located in the admin section but needs to be enabled by our support team befo...
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How to Hide a User From Scheduling
If you need to track time or budget labor cost for a given resource/employee but do not want their name to display in the scheduling sections of Knowify, you can disable an individual in the admin ...
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How to Delete Log Comments
In order to delete a comment from the logs section of a Knowify job, the user will need to be an admin or have unlimited approval.With this access, you can navigate to the logs section of any job, ...
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QuickBooks Alert: Setting the QuickBooks Defaults
When initially connecting QuickBooks and Knowify, you may see this alert on your home screen:As well as the accountant section:This is not an error as much as it is just a warning that one or more ...
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How to adjust the auto-sync settings for jobs from Knowify to QuickBooks
Many users do not want to sync projects to QuickBooks at the time they’re created since they do not need to be tracked until they’re made active. Others prefer to have contract jobs sync automatica...
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How to sync hours to QuickBooks Desktop
In order to sync time from Knowify to QuickBooks Desktop, we'll need to ensure we have a default service item for labor, the employee linked between Knowify and QuickBooks, and the default payroll ...
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How to edit a subcontractor PO
Subcontractor Contracts (Subcontractor POs created through the plan & track section), can only be edited within the plan & track section of the job they were created under.First, open the job this ...