SalesPad Cloud

You cannot connect SalesPad Cloud to a QuickBooks Online Sandbox account. You must connect to a live QuickBooks Online account.

Yes! You can do inbound adjustments, outbound adjustments, and inventory transfers in SalesPad Cloud. Check out our Adjustments documentation to learn how.

Yes! You can create estimates, orders, invoices, sales receipts, returns, and refunds, plus create your own custom document types. Check out our Knowledge Base to learn more.

Yes! You can have multiple QuickBooks Online companies under one umbrella organization. The organization is tied to your SalesPad Cloud account.

Yes! Required Ship Date is an editable field on every SalesPad Cloud sales document.

Yes! There is no limit to the number of times a document can be split!

Yes! Click here to learn how to split a sales document in SalesPad Cloud.

Yes! SalesPad Cloud allows you to track by both location and bin. Please review our Inventory documentation for more information.

You can use SalesPad Cloud without connecting to QuickBooks Online, but you will lose the following functionality:

  • The ability to apply payments, as payment methods are pulled from QuickBooks Online
  • The ability to apply taxes, as tax codes are pulled from QuickBooks Online
  • Access to Account Class information, which is set up and updated within QuickBooks Online
  • Access to currency and exchange rate information, which is set up and updated within QuickBooks Online

Additionally, operating SalesPad Cloud while not connected to QuickBooks Online carries certain financial risks. For instance, if you accept a payment in SalesPad Cloud, that data will not be applied to your QuickBooks Online accounts, and your financial reporting will be affected accordingly.

Yes! To open a module or any other link in a new tab or window, right-click on the button or link and make your selection. 

No. When a purchase order is received and the receipt is posted, linked sales lines are automatically fulfilled, but that doesn't trigger a workflow move. We recommend batch-forwarding the documents in the Sales module. Create a Workflow rule that checks for un-fulfilled lines, so that when you forward the entire batch, the documents that aren't fulfilled will stay in that batch, while the fulfilled documents move through the Workflow. 

You will still need to do all of your basic accounting functions in QuickBooks Online.

No, but you can select a batch, or specific documents in that batch, that you know are waiting for allocation, and click Allocate. The system will allocate as many items as possible. 

SalesPad Cloud handles CRM functions in the Customers module. Here you can see your integrated data, add/edit customers, record interactions, and create new transactions right from the customer card. Open the Audit tab on a customer card to view the audit trail.

SalesPad Cloud does not currently support customer- or vendor-facing blanket orders.

SalesPad Cloud does not support manual allocation, only auto allocation. If you want to un-allocate line items, you can do that by manually backordering the line.  

SalesPad Cloud does not currently support multiple currencies.

The SalesPad Cloud web application is currently not optimized or supported for mobile. Currently, SalesPad Cloud DC is the only supported mobile component.

To assign a QBO category to an inventory item in SalesPad Cloud, name the item so that the category is separated from the item name by a colon. For example, on integration, QBO will interpret the inventory item Sweater: Rag Knit as belonging to the Sweater category (the item itself is simply Rag Knit). 

If you create an inventory item in SalesPad Cloud where the category and the item itself are separated by a dash (Sweater - Rag Knit), QBO will see this as only an inventory item, not an inventory item within a category. 

To change an item's status, open the Edit Item drawer and click on the Status dropdown.

Active items can be used on transactions, inactive items cannot be added to transactions, and discontinued items can be added to transactions until there is no more quantity available, at which point they should be manually changed to an inactive item.

Click Save when you are finished making your changes. Check out our Inventory documentation for more information on editing items.

Submit feedback by clicking on the Feedback button in the upper right-hand corner of any of the SalesPad Cloud windows.

To switch companies, simply click on your company avatar in the upper right-hand corner and select Switch Companies

You will be redirected to the Select a Company screen. 

SalesPad Cloud uses Tax Codes set up in the user's QuickBooks Online account. Tax Codes are assigned to Contacts in SalesPad Cloud. SalesPad Cloud uses the Shipping Contact's Tax Code to determine taxes charged on a sales document. If the item(s) on the sales document is taxable, it will be taxed based on the Tax Code found on the shipping address for the Shipping Contact. 

By using the search and the auto filter row, all of your data is easily searchable in SalesPad Cloud’s user-friendly grids.

To determine if we need to charge sales tax on your SalesPad Cloud subscription (sales tax laws differ from state to state), SalesPad will pull your company address from QuickBooks Online. If your company is located in a state which requires a sales tax on software, taxes will be added to your monthly subscription rate. 

If you do not have a company address listed in QuickBooks Online, SalesPad will use the billing address associated with your credit card to calculate sales tax. 

Typically, initial integration will take less than three hours, but please note that this depends on the amount of QuickBooks Online data that must be imported into our system. 

QuickBooks Online data is imported in the following order: 

  • Company Settings
  • Classes
  • Chart of Accounts
  • Locations
  • Tax
  • Payment Terms
  • Item Masters
  • Customers
  • Vendors
  • Sales Documents

You will need a QuickBooks Online Plus account (Essentials will be supported in the near future), an Internet browser (Google Chrome or Internet Explorer 10; Google Chrome is preferred), and a high speed internet connection in order to use SalesPad Cloud.

You can have more than one Workflow rule per batch, but once a rule evaluates as true, the document will not continue to the next rule. For example, if you have three rules on a batch and the first rule is false but the second is true, the system will perform the actions for the second rule and not proceed to rule three. Be sure to utilize the sequence field when creating your rules to ensure that your rules are firing off in the order you intended them to. 

SalesPad Cloud's Workflow feature allows users to create intricate sequences of Batches and Rules for different document types to move through throughout the life of the document. This allows different types of sales documents to be processed differently, and it makes it easy for users to manage sales documents, keep track of a sales document’s status, and take action based on the sales document's current status.

For more information on Workflow, check out our documentation.

SalesPad Cloud is intended to provide an order and inventory management solution to QuickBooks Online users. SalesPad Cloud also integrates with other third-party applications to provide e-commerce, payments, and shipping solutions.

You can find documentation and tutorials on SalesPad Cloud's Knowledge Base and Youtube channel. 

When a purchase order receipt is posted to QuickBooks Online, SalesPad Cloud pushes a vendor bill to QBO, which will use the specified Inventory Asset Account, set either in Company Settings or on the Item Master Card. 

The Liability Account is Accounts Payable in QBO. 

SalesPad LLC develops SalesPad Cloud. You can find out more information about SalesPad here.

It could be that your company or organization is hidden. 

To hide a company or organization, click the dropdown next to the company/organization name and select the option to hide it.

To reveal a hidden company, click the text next to the organization's name, then check the box for that company in the pop-up that appears. To reveal a hidden organization, click the text next to the Select a Company header, then check the box for that organiztion in the pop-up that appears.

If you're looking for a posted document in a grid and you can't find it, make sure that the Hide Posted Sales Documents (or Hide Posted Receipts, Hide Posted Transaction, etc.) box isn't checked above the grid. These boxes are also a good place to reference if you're trying unsucessfully to find a voided or historical document.

If you don't see the customers or items you created in SalesPad Cloud in your QuickBooks Online account, it is probably because you have not yet put those customers or items onto a sales document. SalesPad Cloud only sends customers and items over to QuickBooks Online when they are used on a sales document. 

If you have put the customers or items onto a sales document, though, and you still don't see them in QuickBooks Online, check your QuickBooks Online Import settings (found in the System Settings page) to make sure that the Exporting Enabled box is checked. 

Wait 10-15 minutes after checking the Exporting Enabled box to give the exports time to run.

If the documents you create in SalesPad Cloud are not showing up in your QuickBooks Online account, first check your QuickBooks Online Import settings (found in the System Settings page) to make sure that the Exporting Enabled box is checked. 

Wait 10-15 minutes after checking the Exporting Enabled box to give the exports time to run. 

If you still don't see your SalesPad Cloud documents in QuickBooks Online, you need to disconnect the two accounts and run the integration again.

To disconnect your QBO account from SalesPad Cloud, first click the QuickBooks Online icon in the upper right-hand corner, then click the Disconnect button.

To review how to integration your QuickBooks Online account, click here.

Yes, there is a SalesPad Cloud mobile application focusing on data collection (SalesPad Cloud DC).

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