Solid Know-How™

Article #342 Default Customer Discount Feature

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Some customers may require you to display the agreed discount on each transaction. This can easily be achieved with our Default Customer Discount f...

Article #307 Configuring the Penny Rounding Feature

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For regions that no longer distribute pennies or cents, Solid Route Accounting™ can correctly round up or down to the nearest 5 cents for cash tran...

Article #303 Managing Your Accounts Receivable (AR) in QuickBooks

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The key objective of Solid Route Accounting™ is to enable you to run your business more efficiently, save time, and maintain accurate customer bala...

Article #302 Solid Sales Pro™ Payment Methods Explained

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Available Payment Methods Solid Sales Pro™ offers several different payment methods that can be used when creating a transaction. For QuickBooks® u...

Article #297 Solid Route Accounting for QuickBooks Installation Instructions

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System Overview Welcome to Solid Route Accounting™ for QuickBooks®. Solid Route Accounting™ is made up of 3 parts: Solid Fusion™, the link between...

Article #294 Approved Product Lists (APL) for QuickBooks

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The Approved Products List (APL) feature enables the sale of only authorized products to assigned customers, offering special pricing. APL will all...

Article #290 How to Install Solid Sales Pro

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In Web Management Interface The mobile administrator will need to create a new mobile record by following these steps: Log in to SolidRouteAccount...

Article #286 How to Filter Items for Solid Sales Pro?

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In Solid Route Accounting™, you can apply filter criteria to reduce the number of inventory items that are downloaded to mobile devices. There are ...

Article #282 How to Create Customer Route Groups?

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Note that this Solid Know-How™ article does not apply to Solid Route Accounting™ for QuickBooks Online; please refer to Article #335 How to Create ...

Article #280 Configuring Solid Route Accounting for the Phasing Out of the Penny

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From February 4, 2013, the Royal Canadian Mint will no longer distribute pennies. For Solid Route Accounting™ to correctly round up or down to the ...

Article #278 Setting Up Users and Passwords for Solid Sales Pro

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With Solid Sales Pro™ user passwords enabled, any transactions created under that login will be assigned to the selected Sales Rep. QuickBooks Conf...

Article #250 Preparing QuickBooks for Solid Route Accounting

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Creating Custom Fields in QuickBooks® To support some of the features in Solid Route Accounting™, you will need to add a few custom fields in Quick...