Walkthrough

  1. Introduction

  2. System Requirements

  3. Main Screen

  4. Submissions: Adding A New Job

  5. Submissions: Configuring the Export Settings

  6. Submissions: Setting Up the Export Format

  7. Submissions: Using The Submissions Tab

  8. Submissions: Dealing With Errors

  9. Submissions: Handling Repeating Data

  10. Submissions: Exporting To Text Files

  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC

  12. Submissions: Exporting To Excel

  13. Submissions: Exporting To PowerPivot For Excel

  14. Submissions: Exporting to Word

  15. Submissions: Exporting To QuickBooks

  16. Submissions: Exporting To QuickBooks Customer

  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt

  18. Submissions: Exporting To QuickBooks Vendor

  19. Submissions: Exporting To QuickBooks Purchase Order

  20. Submissions: Exporting To QuickBooks Item Receipt

  21. Submissions: Exporting To QuickBooks Bill

  22. Submissions: Exporting to QuickBooks Receive Payment

  23. Submissions: Exporting To QuickBooks Time Entry

  24. Submissions: Exporting To QuickBooks Online

  25. Submissions: Exporting To QuickBooks Online Customer

  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt

  27. Submissions: Exporting To QuickBooks Online Vendor

  28. Submissions: Exporting To QuickBooks Online Purchase Order

  29. Submissions: Exporting To QuickBooks Online Bill

  30. Submissions: Exporting to QuickBooks Online Time Activity

  31. Submissions: Exporting To Sage 50 (Peachtree)

  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice

  33. Submissions: Exporting To Sage 50 Customer

  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)

  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice

  36. Submissions: Exporting To SharePoint

  37. Submissions: Exporting To Salesforce.com

  38. Submissions: Exporting To Evernote

  39. Submissions: Exporting Attachments

  40. Submissions: Exporting PDF Report

  41. Submissions: Exporting A Specific Date Range

  42. Submissions: Filtering Submissions

  43. Submissions: Archive

  44. Submissions: Approve Before Exporting

  45. Submissions: Working With Date And Time Values

  46. Submissions: Working With Select One and Select Multiple fields

  47. Submissions: System Fields

  48. Submissions: Handling New Versions Of A Form

  49. Submissions: Networkfleet

  50. Submissions: Fleetmatics

  51. Lookup Table: Adding A New Job

  52. Lookup Table: Settings

  53. Lookup Table: From A Sql Source

  54. Lookup Table: From A File Source

  55. Lookup Table: From QuickBooks

  56. Lookup Table: From QuickBooks Online

  57. Lookup Table: From Sage 50

  58. Lookup Table: From SalesForce.com

  59. Lookup Table: From A SharePoint List

  60. Lookup Table: From NetworkFleet

  61. Lookup Table: From Fleetmatics

  62. Lookup Table: Filtering Records

  63. Dispatch: Adding A New Job

  64. Dispatch: Settings

  65. Dispatch: Format

  66. Dispatch: From An SQL Source

  67. Dispatch: From QuickBooks

  68. Dispatch: Tables And Repeating Sections From An SQL Source

  69. Dispatch: From A File Source

  70. Dispatch: Tables And Repeating Sections From An XML Source

  71. Dispatch: From Salesforce.com

  72. GPS: Adding A New Job

  73. GPS: Configuration

  74. Options: Calculations

  75. Options: Encryption

  76. Options: Proxy Server

  77. Options: Email Notifications

  78. Connecting To Cloud File Systems

  79. Connecting To SFTP

  80. Connecting To QuickBooks

  81. Connecting To QuickBooks: User Account

  82. Calculating tax on a form for QuickBooks

  83. Scheduling Jobs

  84. Job Log

  85. Run Jobs From An External Application

  86. Sending Information To Support

  87. Sending Job Configuration to Support

  88. Licensing

  89. Upgrading

  90. Backing Up And Restoring

  91. Webservice Quota

  92. Release Notes

  93. Release Notes 1.13.x

  94. Release Notes 1.12.x

  95. Release Notes 1.11.x

  96. Third Party Software

Feedback and Knowledge Base