Getting Started with SalesPad Cloud

From preparing your QuickBooks Online account for integration to inviting users to your company, everything you need to know about starting your journey with SalesPad Cloud is just a click away. If you haven't signed up for Cloud yet, click here

For the best experience, we recommend using Google Chrome as your web browser. Before proceeding, please note that SalesPad Cloud only integrates with QuickBooks Online Plus or QuickBooks Essentials. 

Select the option below that best fits your current setup:

 

 

 

 

 

 

 

 

 

 

 

 

 

QuickBooks Online with Inventory Tracking

Once you've completed the setup process, SalesPad Cloud will track all of your inventory quantities. To ensure that your integration with SalesPad Cloud is successful and accurate, follow these simple but very important steps:

Step 1: Back Up Your Data.

As a safety precaution, make a backup of all of your QuickBooks Online data. If you need help with this, there are several tools available online. One of the most popular options is SafetyNet by Jobber.  

Alternatively, you can export a CSV file of the following from your QuickBooks Online account:

  • Products
  • Customers (If you have customers with open balances, export the balances as well.)
  • Vendors (If you have vendors with open balances, export the balances as well.)
  • Balance Sheet
  • Profit and Loss Statement
  • Chart of Accounts
  • Inventory Evaluation Summary

Please visit QuickBooks Online's Help Page for assistance with exporting data from your QuickBooks Online account.

Step 2: Connect SalesPad Cloud to QuickBooksOnline.

Because you have inventory and quantity tracking turned on in QuickBooks Online, that information will transfer to SalesPad Cloud upon initial integration. The integration runs the inventory valuation summary report from QuickBooksOnline to determine the average cost for each item, which is calculated by dividing the asset value by the quantity. SalesPad Cloud creates the items with this cost and uses the valuation method assigned to that item moving forward. The items are automatically adjusted into SalesPad Cloud's inventory via an adjustment in transaction that is posted to QuickBooks Online.

Note: Items marked inactive in QuickBooks Online will integrate to SalesPad Cloud if they've ever been sold on a transaction in QuickBooks Online.

There is not a status page for the integration, but the integration runs every 10 minutes. Initial integration should take approximately 20 minutes, however, depending on how much data is present in QuickBooks Online, initial integration might take longer. To check on the progress of your integration, refresh a list (such as your list of customers) in SalesPad Cloud to see what data is present. 

Step 3: Make Items in QuickBooks Online Inactive.

You must mark your QuickBooks Online items as Inactive in order to prevent duplicate journal entries when a transaction is posted from SalesPad Cloud. Remember, SalesPad Cloud is tracking all inventory quantities now.

To deactivate your inventory in QuickBooks Online, select all items and choose Make Inactive from the Batch actions dropdown.

Marking your items as Inactive in QuickBooks Online will result in a journal entry setting your inventory value to $0. Don't worry! This will be adjusted back to the correct value during Step 6. 

Step 4: Turn off Quantity Tracking in QuickBooks Online.  

This should NEVER be turned on while your QuickBooks Online account is integrated with SalesPad Cloud.

STEP 5: TURN ON RECOMMENDED SETTINGS IN QUICKBOOKS ONLINE.  

There are a few settings in Sales, Expenses, & Advanced categories that we recommend turning on.  It is ok to turn them on after connecting to SalesPad Cloud. 

Step 6: Choose your accounts in your SalesPad Cloud Inventory Settings.

SalesPad Cloud creates default accounts for you. You can use these accounts, or you can select an existing QuickBooks Online account in each setting's dropdown. If you choose to use the SalesPad Cloud defaults, they will be created in QuickBooks Online after you complete the next step.

Step 7: Enable Exporting to QuickBooks Online in your SalesPad Cloud QuickBooks Online Import Settings.

You will not be able to check the Exporting Enabled box if you haven’t completed Steps 2-4. SalesPad Cloud will create a journal entry in QuickBooks Online for the adjustment in, setting your inventory value back to its original value prior to making the inventory inactive. Remember, allow 10 minutes for the integration to start exporting data back to QuickBooks Online.

You’re done! Click here

 

 

 

 

 

 

 

 

 

 

 

 

 

QuickBooks Online with No Inventory Tracking

Once you've completed the setup process, SalesPad Cloud will track all of your inventory quantities. To ensure that your integration with SalesPad Cloud is successful and accurate, follow these simple but very important steps:

Step 1: Back Up Your Data.

As a safety precaution, make a backup of all of your QuickBooks Online data. If you need help with this, there are several tools available online. One of the most popular options is SafetyNet by Jobber.  

Alternatively, you can export a CSV file of the following from your QuickBooks Online account:

  • Products
  • Customers (If you have customers with open balances, export the balances as well.)
  • Vendors (If you have vendors with open balances, export the balances as well.)
  • Balance Sheet
  • Profit and Loss Statement
  • Chart of Accounts
  • Inventory Evaluation Summary

Please visit QuickBooks Online's Help Page for assistance with exporting data from your QuickBooks Online account.

Step 2: Connect SalesPad Cloud to QuickBooks Online.

If you have items set up in QuickBooks Online, they will import into SalesPad Cloud with the same Item Type they had in QuickBooks Online. If you want to track quantities for any of those items, though, they will need to be changed to the Inventory Item Type in SalesPad Cloud.

There is not a status page for the integration, but the integration runs every 10 minutes. Initial integration should take approximately 20 minutes, however, depending on how much data is present in QuickBooks Online, initial integration might take longer. To check on the progress of your integration, refresh a list (such as your list of customers) in SalesPad Cloud to see what data is present.

Step 3: Make Sure Quantity Tracking is Turned Off in QuickBooks Online.

This should NEVER be turned on while your QuickBooks Online account is integrated with SalesPad Cloud.

Step 4: Choose your accounts in Your SalesPad Cloud Inventory Settings.

SalesPad Cloud creates default accounts for you. You can use these accounts, or you can select an existing QuickBooks Online account in each setting's dropdown. If you choose to use the SalesPad Cloud defaults, they will be created in QuickBooks Online after you complete the next step.

Step 5: Enable Exporting to QuickBooks Online in your SalesPad Cloud QuickBooks Online IMport Settings.

You will not be able to check the Exporting Enabled box if you haven’t completed Steps 2-3. Remember, allow 10 minutes for the integration to start exporting data back to QuickBooks Online.

Step 6: Import Your Inventory Item List into SalesPad Cloud Using Data Imports.  

If you have items that you are going to want to track quantity for going forward, you need to import those items as Inventory items using a data import. 

Step &: Enter Current Inventory Quantities and Costs into SalesPad Cloud.

There are two ways to enter your current inventory quantities and costs into SalesPad Cloud:

  1. Create an adjustment in. You can create the adjustment manually, or you can build the adjustment in Excel and use a data import.
  2. Create a purchase order and receive it.
You’re done! Click here

 

 

 

 

 

 

 

 

 

 

 

 

 

QuickBooks Desktop or QuickBooks Enterprise User

You made the right move deciding to move to the cloud!  Follow these easy steps to convert your data and integrate QuickBooks Online to SalesPad Cloud.

Step 1: Sign up for a free trial of Quickbooks online here.  

Feel free to use an existing QuickBooks Online account if you already have one.

Step 2: Use the Intuit conversion tool to convert your desktop file to QBO.

If you need assistance with your QuickBooks Desktop to QuickBooks Online conversion, contact your ProAdvisor.   

Step 3: SalesPad Cloud Conversion Tool

If you are converting an Enterprise file, SalesPad offers additional conversion options to import data into SalesPad Cloud that cannot be converted to QuickBooks Online. Click here for details about the Cloud conversion tool. If you want to schedule a conversation about using this tool, please contact SalesPad Cloud Support for more information.

Step 4: Select the option below that fits your new QBO setup and follow the steps outlined:

 

 

 

 

 

 

 

 

 

 

 

 

 

Need to Sign Up for QuickBooks Online

If you don’t have Quickbooks Online yet, no problem! Follow these simple steps to sign up for QuickBooks Online and integrate with SalesPad Cloud:

Step 1: Sign Up For a Free Trial of Quickbooks Online here.

NOTE: SalesPad is not responsible for Quickbooks Online setup outside of the configuration needed to work with SalesPad Cloud. Contact a Quickbooks ProAdvisor for assistance.

Step 2: Connect SalesPad Cloud to QuickBooks Online.

There is not a status page for the integration, but the integration runs every 10 minutes. Initial integration should take approximately 20 minutes, however, depending on how much data is present in QuickBooks Online, initial integration might take longer. To check on the progress of your integration, refresh a list (such as your list of customers) in SalesPad Cloud to see what data is present.

Step 3: Make Sure Quantity Tracking is Turned Off in QuickBooks Online.

This should NEVER be turned on while your QuickBooks Online account is integrated with SalesPad Cloud.

Step 4: Choose your accounts in Your SalesPad Cloud Inventory Settings.

SalesPad Cloud creates default accounts for you. You can use these accounts, or you can select an existing QuickBooks Online account in each setting's dropdown. If you choose to use the SalesPad Cloud defaults, they will be created in QuickBooks Online after you complete the next step.

Step 5: Enable Exporting to QuickBooks Online in Your SalesPad Cloud QuickBooks Online Import Settings.

You will not be able to check the Exporting Enabled box if you haven’t completed Steps 2-3. Remember, allow 10 minutes for the integration to start exporting data back to QuickBooks Online.

Step 6: Import your Customers, Vendors, and Items into SalesPad Cloud Using Data Imports.  

If you created customers, vendors, and items in QuickBooks Online before running the integration, that data will already be in SalesPad Cloud. If you did not create these in QuickBooks Online, however, you need to import that data into SalesPad Cloud.

Step 7: Enter Current Inventory Quantities and Costs into SalesPad Cloud.

There are two ways to enter your current inventory quantities and costs into SalesPad Cloud:

  1. Create an adjustment in. You can create the adjustment manually, or you can build the adjustment in Excel and use a data import.
  2. Create a purchase order and receive it.
You’re done! Click here.

 

 

 

 

 

 

 

 

 

 

 

 

 

Integrating SalesPad Cloud with QuickBooks Online

SalesPad Cloud uses QuickBooks Online for the major accounting functions which are handled through an integration to your QuickBooks Online company.  Connecting Cloud to QuickBooks is very simple and ideally should be done prior to posting transactions within Cloud. Connecting to QuickBooks Online can be done either from within SalesPad Cloud or from within QuickBooks Online.  If connecting from Cloud, log in and click the QB icon in the blue ribbon at the top of the screen. This will open the QuickBooks integration window. 

Click the Connect to Quickbooks Online button in the upper right-hand corner of the screen.

Click the green Connect button in the window that appears.

Sign in to your QuickBooks Online account in the window that pops up.  If you are already signed in to QBO, you will be directed to the next screen.

Click the Authorize button to allow Intuit to share your information with SalesPad Cloud.

When the connection wizard is done running, you will be redirected to your company's SalesPad Cloud System Settings window.

Notice that the QBO Import Settings are selected in the list on the left-hand side of the screen.  

Importing to Quickbooks Online is enabled by default. SalesPad Cloud will import your data from QuickBooks Online. This import takes place in the background and may take several hours, depending on the amount of data being imported.

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

While your initial integration is running, you can check in on the status of the integration by looking for the data in SalesPad Cloud. For example, if you open the SalesPad Cloud Customers module and see that your QuickBooks Online customers are visible there, you know that the integration only needs to import vendors and sales documents before it finishes.

Exports cannot be enabled until you follow the steps listed in the Getting Started guide above. Click any of the other System Settings options to view and alter those settings.

Back to:

 

 

 

 

 

 

 

 

 

 

 

 

 

You’re on your way to better business!

Congratulations! You are fully integrated and ready to begin using SalesPad Cloud. Read through the Introduction to SalesPad Cloud to learn the basics of navigating the app. From there, you’ll want to check out how to manage user and billing information in Manage Organization. After that, we recommend starting with the Setup category, where you can create locations, item classes, payment terms, and other important features. Please read our QuickBooks Online Integration documentation for details on which transactions are pushed to QuickBooks Online and how. All of our support documentation and tutorials are listed in the categories on the left-hand side of this page; take some time to learn more about all of the great features SalesPad Cloud has to offer.

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