Getting Started

7 Articles View All

• Getting Started
• Configuring your settings
• Creating & Sharing Your Company Prof...
• Importing Your Contacts List
• Reviewing and modifying your Accounts Li...

Recent Q&A View All

• Entering Misc Expenses
• hesitations to purchasing service
• Quickbooks import

Accounts & Account Activity

24 Articles View All

• About Accounts
• About account opening balances
• About parent and subaccounts
• About protected accounts
• Accounts WorkingPoint sets up for you

Recent Q&A View All

• Account entries
• search expense transactions
• linking credit card
• Purchase discount?
• E-mailing invoices

API

6 Articles View All

• Introduction
• Invoice Model
• Bill Model
• Item Model
• Contact Model

Recent Q&A View All

• is there are any sample code

Banking

2 Articles View All

• Managing your bank accounts
• Managing your credit card accounts

Recent Q&A View All

• How Do I Reconcile My Bank Accounts?
• Writing Checks
• credit card fees

Banking Integration

7 Articles View All

• About Banking Integration
• Connecting to a financal institution
• Removing a connection
• Updating your financial institution acco...
• Viewing your financial institution accou...

Recent Q&A View All

• Banking integration with HSBC
• Paypal fees are not line itemed
• Importing Transactions
• Integration with Citibank Malaysia

Bills

12 Articles View All

• About Bills
• Adding a new bill
• Copying a bill
• Deleting a bill
• Editing a bill

Recent Q&A View All

• credit memos
• overpay bill
• close out unpaid bills
• Business Income and Expenses

Company Profile

12 Articles View All

• About the Company Profile
• Creating your Company Profile
• Sharing your Company Profile
• Viewing your Company Profile
• Updating your Company Profile

Contacts

13 Articles View All

• About Contacts
• Adding a contact
• Deleting a contact
• Editing a contact
• Emailing a contact

Recent Q&A View All

• importing contacts
• Shipping Address
• I need your assistance asap. My working ...

Dropbox Integration

4 Articles View All

• About Dropbox Integration
• Connecting to Dropbox
• Attaching/Detaching Files to Documents i...
• Removing the Dropbox Connection

Recent Q&A View All

• Dropbox Files Are Not Seen From WorkingP...

Etsy Integration

6 Articles View All

• About Etsy Integration
• Connecting to Etsy
• Importing Your Etsy Items
• Importing Your Etsy Invoices
• Removing the Connection

Recent Q&A View All

• Inventory management when using ETSY

General Journal

11 Articles View All

• About the General Journal
• Adding an Adjusting Entry in the General...
• Deleting a Transaction in the General Jo...
• Editing a Transaction in the General Jou...
• Exporting the General Journal

Recent Q&A View All

• Ledger

Inventory

17 Articles View All

• About Inventory
• About tracking inventory
• Adding inventory through a bill
• Adding inventory through a purchase
• Checking the available quantity of an it...

Recent Q&A View All

• Inventory
• Item Costs / expenses
• Shipping & COGS
• Inventory
• Inventory Search Box

Invoicing

18 Articles View All

• About Invoicing
• Creating a new invoice
• Copying an invoice
• Deleting an invoice or quote
• Editing an invoice or quote

Recent Q&A View All

• Emailing multiple invoices to same clien...
• Emailing multiple invoices to same clien...
• How to remove "WorkingPoint Logo" and "w...
• How do i email more than one person for ...
• Thaibath

Invoice Payments and Credits

10 Articles View All

• Receiving a payment on an invoice
• Deleting an invoice payment
• Editing an invoice payment
• Viewing payments received on an invoice
• About Invoice Credits

Items

12 Articles View All

• About Items
• About item units
• Adding an item
• Deleting an item
• Editing an item

Recent Q&A View All

• Importing cost of items that have 0 on h...
• converting into csv.

PayPal Invoice Payments

3 Articles View All

• Setting up your account to receive PayPa...
• Receiving an invoice payment via PayPal
• Troubleshooting PayPal Invoice Payments

Recent Q&A View All

• PayPal Payments Reflected in Income Stat...

Purchase Orders

10 Articles View All

• About Purchase Orders
• Creating a Purchase Order
• Editing a Purchase Order
• Deleting a Purchase Order
• Emailing a Purchase Order

Recent Q&A View All

• shipping address on purchase order chang...
• Is there anyway to add a 3rd party shipp...

Quotes

8 Articles View All

• About Quotes
• Creating a quote
• Copying a quote
• Deleting a quote
• Edit a quote

Recent Q&A View All

• reordering products on and estimate or i...

Recurring Invoice Plans

10 Articles View All

• About Recurring Invoice Plans
• About recurring plan errors
• Creating a new recurring invoice plan
• Copying a recurring invoice plan
• Deleting a recurring invoice plan

Recent Q&A View All

• changes for reccuring invoices

Reports

13 Articles View All

• About reports in WorkingPoint
• Exporting to Excel
• 1099 Report
• Accounts Receivable Aging Report
• Balance Sheet

Recent Q&A View All

• Sales tax on Income Statement?
• Balance Sheet Report
• reporting

Settings

16 Articles View All

• About Settings
• About Session Timeouts
• Changing your user settings
• Setting up your company information
• Uploading your logo

Recent Q&A View All

• USERS/ACCOUNT ACCESS

Subscription

7 Articles View All

• Managing your account
• Changing your account plan
• Changing Plans - upgrading your account
• Changing Plans - downgrading your accoun...
• Canceling your account

Recent Q&A View All

• Reimbursement when canceling subscriptio...
• Suspending account

Time Tracking

9 Articles View All

• About Time Tracking
• Adding a Time Tracking Item
• Adding a Timer Entry
• Deleting a Time Tracking Item
• Deleting a Timer Entry

Accounting Basics

9 Articles View All

• About the Accounting Cycle
• About Accounts in WorkingPoint
• About Accounts Payable
• About Cost of Sales, Cost of Goods Sold
• About Debits and Credits

WorkingPoint Apps

2 Articles View All

• About WorkingPoint Apps
• Managing WorkingPoint Apps

Recent Q&A View All

• Widgets

Zipmark Integration

5 Articles View All

• About Zipmark
• Connecting to Your Zipmark Account
• Receiving a Payment via Zipmark
• Removing your Zipmark Connection
• About Paperless Invoicing

Shoeboxed Integration

5 Articles View All

• About Shoeboxed and WorkingPoint
• Connecting to Shoeboxed
• Importing Shoeboxed Contacts
• Importing Shoeboxed Receipts
• Removing the Connection to Shoeboxed