BusinessTECH Consulting Inc.
Great Neck, New York 11022
Phone: (516) 717-4606
sales@businesstechinc.com

How should my Quickbooks customers be structured so they are compatible with LogiPoint-M?

• The only requirement is that you not have any sub-customers, or jobs, in your Quickbooks customers list.

Why is the invoicing menu option grayed out so I can't select it?

• LogiPoint-M will not let you select the Invoicing option when a Quickbooks Synch is required. This is so that all Invoices will transfer successfully to Quickbooks. Simply run the Synchronization process and you will be able to Invoice.

What is "Linked Vendor" in the Carrier (Agent) record?

• LogiPoint-M maintains a logical separation between Carriers and the entities you pay for their services. For example, a Carrier may be factored; when they send you an invoice you pay the factor. In LogiPoint-M you can simply set up that factor as a Quickbooks Vendor and then link the Carrier record to it. That way, all your Carrier information is available (e.g. contact, phone, insurance and safety information) but when you generate an invoice the payable will be to the factor. Agents work in a similar fashion. If a Carrier (or Agent) is payed directly then simply set them up as Vendors in Quickbooks with the same information.

When do I need to do a Quickbooks synchronization?

• Synchronization affects only vendors, customers and revenue categories. You do not need to synch when you add or change a shipment, carrier, agent, etc. in LogiPoint-M. A general rule is to run a synchronization once a day or before invoicing (LogiPoint-M won't let you invoice unless it is synchronized with Quickbooks). Otherwise, if you add or change a vendor or customer in Quickbooks and need to see it in LogiPoint-M or, conversely, if you add or change a customer, vendor or revenue category in LogiPoint-M and need to have it available in Quickbooks you will need to synch.

TransTECH LogiPoint-M will not connect with Quickbooks....I get an error beginning with "There is a Quickbooks company file already open and it is different.....". What's wrong?

• LogiPoint-M requires that all workstations open the Quickbooks company file through the same location. What this means is that, on each computer, you will need to map the same drive letter to the location of the Quickbooks company file. So, for example, if the company file ABCCompany.QBW is located on the \\server computer in the shared directory \public\documents\Intuit\Company Files then, on each computer (including \\server) you would map the Q: drive to \\server\public\documents\Intuit\Company Files and then make sure that each user opens Q:\ABCCompany.QBW .