Solid Know-How™
Article #342 Default Customer Discount Feature
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
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
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
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
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
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
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?
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?
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
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
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
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...