Getting Started
Getting Started Checklist
A Guide to Creating Your First Order
shopVOX Overview
Icons and Interface Tour
How Do I Cancel My shopVOX Account?
How do I Update Our Billing Info?
Color Picker - Saving Colors
Enhancing Security with Multi-Factor Authentication in shopVOX
Webinars in shopVOX Express: Learn and Grow with Us
Syncing Job Line item names, on the Jobs Board
Setting Up Your Account
Accounting
Connecting to your Accounting Software
Connecting Your QuickBooks Online account to shopVOX
Connecting your XERO account to shopVOX
XERO accounting FAQs
Connecting Your Sage One Account to shopVOX
Quickbooks Online: Common Sync Errors
Importing Your Customers and Contacts
Add your Payment Gateway
Inviting Users to Your Team
Add Your Logo and Company Info
Group and Describe Jobs with Tags
Setting Roles for your Team
SMTP Settings
Configuring Your Notifications
Created Canned Message Templates for Your Team to Use
Adding Vendors
Quoting and Order Management
Adding/Updating Customers and Contacts
How to Issue Refunds and Credit Memos
Stay Organized with Notes, Tasks, and Assets
Purchasing and Receiving Blank Garments
Creating Your Own Custom Views
Roll Up Line Items to Combine Pricing
Invoice statements: creating and sending to a customer
Give customer options using No total Pdf
Production Management
Track Progress with Job Statuses
Managing Job Statuses and Deadlines
Creating Jobs for Tracking Production
Using a TV for your Job Board
Creating Your Own Custom Job Views
Uploading and Sending Proofs for Approval
Products and Pricing
Golden Products - Express
Apparel Decoration
How to Price Graphic Design (for apparel decorators)
How to price Embroidery
How to Price Screen Printing
How to Price Promotional Products
How to Price Color Matches
Integrated SAGE promotional catalog
How to price apparel with Mixed Decoration
How to price Direct To Garment printing
How to Price Color Changes
How to Price Digitizing
How to price Heat Transfers
What are Products?
Guide to apparel decoration pricing
Setting Your Shop Hourly Rate
Adding Your Own Products
Customizing the Base Products
Golden Products List by Global Region
Whats New
2025 Whats New
2024 Whats New
Wed, 06/05/2024 Tasks, notes, and assets associated with a quote to sales order to invoice will now be displayed in the Related Assets section. Pro & Express
Fri, 05/31/2024 Quick Tip: What does the yellow color indicate on a job board? Pro & Express
Thu, 05/30/2024 “Mastering Customer Proof Reviews: Unveiling the Dollar Value Flag” Feel free to use or modify it as needed! 😊📝 Pro & Express
Thu, 08/08/2024 Microsoft Outlook - Two Factor Authentication Pro & Express
Wed, 05/15/2024 Enhanced Notification System: In-app Alert for Proof Uploaded Pro & Express
Fri, 09/06/2024 Allow Line Item Taxable Override Pro & Express
Fri, 10/04/2024 New Apparel catalog available for US/CAN accounts! Pro & Express
Tue, 05/21/2024 Added New Email Template Tag: {{txn_downpayment}} Pro & Express
Wed, 06/05/2024 Added a new addition to the Products called 'Published'. Pro & Express
Mon, 09/16/2024 Express & Pro webinar articles Pro & Express
Tue, 10/08/2024 New feature added: Task templates to prefill repeated Tasks Pro & Express
Tue, 11/05/2024 2FA - Two Factor Authentication is now active (Optional) Pro & Express
Wed, 05/01/2024 Daily Tip - Add shopVOX email id's as contacts!
Tue, 10/29/2024 Enhancement to the online proofing feature. Pro & Express
Thu, 05/02/2024 Quick Tip: Within each user profile, there's a setting to toggle between Full Screen Mode and Fixed Layout.
Mon, 10/07/2024 Enhancement in Task Pro & Express
Sat, 08/10/2024 Australia/New Zealand regional Golden Products have been updated! Pro & Express
Wed, 08/28/2024 Update: The Purchase Order State will automatically change from Draft to Ordered once the Vendor Order ID is eneterd on the PO. Pro & Express
Fri, 05/31/2024 Added another PDF for Invoice Statements: Aging Summary PDF. Pro & Express
Wed, 08/28/2024 Enhancement in New Customer page Pro & Express
Fri, 05/17/2024 Job Board Overview and Best Practices Pro & Express
Wed, 11/06/2024 Colors: there is a new way to save colors! Pro & Express
Tue, 10/08/2024 New feature added: Task templates to prefill repeated Tasks Pro & Express
Wed, 10/16/2024 Announcement: Another new US Apparel catalog available! Pro & Express
- All Categories
- Setting Up Your Account
- Accounting
- Connecting to your Accounting Software
Connecting to your Accounting Software
Accounting is hard enough as it is- that's why we connect to some of the biggest names in accounting software. We have worked hard with our partners to ensure we connect to them seamlessly- therefore making your life easier with no double data entry!
By syncing with your accounts software, you can also import all your existing customers and contacts in one click.
So how do you connect? Read on to understand our accounting set up page.
Where do I start?
- Simply click on the Settings Icon
- Then click on Accounting
- Now, choose your account software that you'd like to connect with:
- Import your customer list and set up your sales taxes
Following the steps of importing your customers once you have synced with your accounting software. Edit a Sales Tax using the pencil icon or add an extra sales taxes you need by clicking Add New Sales Tax. Keep in mind that this data needs to match exactly to what is in your accounting software.
- Term Codes
What terms do you have set up for your customers to pay you? Do you require payment on delivery? Net 15, or Net 30? You can edit your list of term codes, or add additional term codes by clicking on the green Add New Term Codes button. Keep in mind that this data needs to match exactly to what is in your accounting software.
- Payment Methods
What payment methods do you offer for your customers? Simply edit the type by clicking the pencil button or add a Add New Payment Method. Keep in mind that this data needs to match exactly to what is in your accounting software.
- Chart of Accounts
Select the COAs that you want to import into shopVOX. You do not need to import all of your COAs. You can edit or add your own to suit your accounting software information. This helps us to to the system and ensure all your info is sync'd across to the right place in your accounts software. The required list of COAs that you need to import into shopVOX are:
- Accounts Receivable
- Undeposited Funds
- Sales Tax Payable
- Income Accounts (can have multiple)
- Cost of Goods Sold Accounts (can have multiple)
- Purchase Order Account (optional)
- COA Mapping
Map your Chart of Accounts to the correct COA category that you see here on the screen. There are specific COAs that your accounting software will require to use with shopVOX when syncing invoices. Those are:
- Accounts Receivable
- Undeposited Funds
- Sales Tax Payable
- Income Accounts (can have multiple)
- Cost of Goods Sold Accounts (can have multiple)
- Purchase Order Account (optional)
Match up a default account to each listed here on the COA Mapping section.
Info about Accounting Software and How to Connect to shopVOX
- QUICK BOOKS ONLINE
https://quickbooks.intuit.com to find out more about what QuickBooks can do for you
- XERO
https://www.xero.com to find out more about what Xero can do for you
- SAGE ONE
https://www.sage.com to find out more about what Sage One can do for you
