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To find entries in this Solutions Database use one or two keywords.

Click RETURN above (or below) to go back to the Help page to:
- enter a new Search (one or two keywords)
- click a shortcut for a Topic, Chapter, Add-On, etc to find its entries

(6829)



Smart Save allows instant updating of records. For example, if you are entering an Order and make changes to a customer address or credit card details these changes can be immediately saved so they are available to others and not lost if you cancel.

This Solution will provide details including instructions to disable if unwanted (6896).


Cloud Optimized describes changes in Big Business Server for better performance on shared hardware and remote connections. If you put Server on Amazon, Azure, or another VPS or remote solution, reports and other operations can be slow. Cloud Optimized reports use modern, in-memory processing.

This Solution provides additional details. (6895)


Big Business aims to support all current versions of Windows and macOS, all the time. We understand that you need current operating systems, to support secure browsers for banking or cloud services, your favorite email and messaging tools, and much more. We also know you don't need new computers too often, so you keep older operating systems working for you, too. We support this by leap-froggi


We have been using Square Invoice for a few years, mostly for Support renewals, and have found it's a great way to do all the things we need:
- get you an Estimate or Invoice with exactly what you need
- make it easy to pay by card, which helps with returns, financing, and so on
- let you pay with Apple Pay or whatever gets you the most cash-back, miles, smiles


TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Rates captures rate information for reporting.

Ths Solution provides details. (6892)


TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Filelds have been added to extend processing to Line Items.

Ths Solution will provide details. (6891)


TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar. TaxJar Reports let you Export or Print the data you get from TaxJar--like State, County, and City results--for auditing and reporting.

Ths Solution provides details. (6890)


Big Business 11.20 allows systems for EDI to post back transaction updates, which automatically update this checkbox.

This solution provides details. (6889)


A Range Error, such as the pictured Array Range Check Error, can appear anywhere, even on Server. Simply click Continue to keep working. The point, though, is to find anomalies and fix them, so please report these to support@bigbusiness.com.

This Solution provides more details. (6888)


Big Business 11.20 updates Middleware to include return fields for EDI including:
• EDI_Reference
• EDI_Date
• EDI_Time
These allow your system(s) for EDI to post back transaction updates, like showing an invoice was sent via EDI, in exactly the same way Shipping posts back Tracking so any Big Business user can see what they need to confirm and details they might need to follow up.

This soluti


You can Copy a file from your Desktop or any folder or directory and Paste it into Docs. The Docs Not Found alert will appear if the document cannot be found.

This Solution provides details. (6886)


PO Prefs include:

• Add PDF

• Edit Ext Cost - lets you edit extended cost to calculate unit cost

(6879)


Bill Prefs include:

• Default Entry Tab - set the Bill or Expanded Bill tab to open automatically

• Receive Over - lets you set a warning or prevent save of Bill that receive over the amounts specified on your PO

• Print In Notes - automatically include Vendor Code, Our Customer #, Total Quantity, or Boilerplate text in the Notes box when printing built-in Bill forms

(6880)


Advanced Bill Prefs include:

• Edit Ext Cost - lets you edit extended cost to calculate unit cost

(6881)


PO Prefs include:

• Next PO # - set the number for the next PO

• Default Entry Tab - set the PO or Expanded PO tab to open automatically

• Print In Notes Field - automatically include Vendor Code, Our Customer #, Total Quantity, or Boilerplate text when printing built-in PO forms

(6878)


Edit Extended Cost is an option for PO's and Bills that lets you enter the Ext Cost for a line item and have Big Business calculate the Unit Cost.


Big Business uses AppleScript:
• to automatically create Excel spreadsheets
• to automatically attach PDFs to new messages in Mail

Big Business 11.19 fixes AppleScript Support for Excel.

Big Business 10.17 updates AppleScript Support.

This Solution gives a quick overview of AppleScript Support in Big Business. (6692)


Share Forward is the feature of the Docs tool that lets others view or download your attachments when they convert your Orders to Invoices. This is handy when they have question about the customer's PO and you've been thoughtful enough to attach a copy right there. It also works for you to look back at your Order and see any attachments to the Invoice(s) such as shipping docs.


This Solution p


Profit and Loss by Month with Budget exports Profit and Loss results for Months and Year-to-Date along with Monthly Budget, YTD Budget, and Actual to Budget.

This Solution (6874)


This chapter describes TaxJar Connect tools and features, which are found in System toolbar and tools. (6863)


Shopify Connect automatically connects Big Business to your Shopify store. Fully automatic and fully customizable, Shopify Connect lets you get new customers and orders as they come in, or in batches when you are ready to process.

Ths Solution provides a quick overview. (6625)


Profit and Loss by Month exports Profit and Loss results for Months and Year-to-Date.

This Solution (6872)


Reports Prefs include Accounting Labels for financial reports and Report Options for turning on custom features, like:

• A/R Custom Fields

This Solution lists new options. (6871)


Shopify Connect pulls in Orders from Shopify, automatically or in batches. By default the Shopify Order Number is put into Customer PO Number in Big Business. This lets you keep your Order Number sequence and handling the same, but is not the only option.

Ths Solution provides a an overview of options. (6870)


The Import to create General Journal entries is being revised.

This Solution provides details. (6869)


Big Business Error Checking continues its evolution with:
• more error checking
• more concise messages
• more links to solutions
• more creative solutions to common error-causing problems

This Solution provides details. (6867)


This chapter describes Shopify Connect tools and features, which are found in System toolbar and tools. (6863)


Big Business 11.18 adds a new Icon Pref named, Xi. It is a combination of Helios icons on white buttons. It may be easier to use on new macOS where system toolbars may appear more gray.

This Solution describes this option. (6865)


Connect Tools make it easy to connect and share data with systems that handle shipping, payments, ecommerce, sales tax, and more. (6864)


This chapter describes Connect tools and features, which are found in System toolbar and tools. There are many tools in Big Business to connect to external systems and exchange data. This chapter give you an overview, so you will know where to go for the tools you need, when you need them. (6863)


JSON is a data format for sending data to a service such as with TaxJar Connect, BigCommerce Connect, Shopify Connect options for Big Business. It also used to send data to the Web API, if you build your own solution to put data into Big Business.

This Solution provides details. (6855)


Tax State is an optional Field on Tax Status which can be used to automatically select the correct Tax Status by matching the Shipping State entered on a Quote, Order, or Invoice.

This Solution provides details. (6862)


Middleware Update checks and updates needed fields in Middleware.

This Solution provides details. (6860)


TaxJar Lookup is an optional button that appears on the Expanded tab of Quote, Order, or Invoice. Click to connect to TaxJar and it will fill in Tax.

This Solution provides details. (6855)


BigCommerce Connect automatically connects Big Business to the ecommerce system, BigCommerce. It uses the Order Status in BigCommerce to find new orders to process. Then, it changes the Order Status in BigCommerce to avoid duplication. For example, a typical setting might be to get new orders that are "Awaiting Fulfillment" and switch them to "Awaiting Shipment" or "Completed".

Ths Solution lis


Tax Exempt makes it simple to override tax calculations for tax-exempt customers.

This Solution provides details. (6855)


Exempt States is a customization to skip sales tax calculations for a customer for specific States.

This Solution provides details. (6856)


Use TaxJar is an optional setting on Tax Status to automatically look up taxes using TaxJar Connect.

This Solution provides details. (6857)


This Solution describes Registering the TaxJar Connect Add-On. (6854)


Some business applications have a mandatory end of year procedure for archiving data, shifting balances among accounts, and so on. Big Business's reporting handles this for you, so there is no required procedure. You can demonstrate this facility to yourself by running a Report for a future date (e.g. a Profit and Loss Statement or Balance Sheet dated in the next fiscal year).

Big Business main


Batch Delete is updated, that you must select the rows you want to permanently delete. This is easy to do with:
• Shift-click to select a range
• Command-A to select all
• Command-click to select, selectively.

This Solution provides details. (6823)


Shopify Connect will respond with an Error if there are any problems with a request. If you turn on Auto-Connect you will receive any errors in a Note.

Big Business 11.17 requires that you map IDs (error pictured).

Ths Solution provides details. (6853)


Connect Settings let you set up connections to services like ecommerce, credit card processing, or most Any API.

Ths Solution provides details. (6852)


Any API is a toolset to connect to any REST API
• software as a service (SaaS)
• CRM
• web store

Big Business is already wired to connect to a number of REST API's such as:
• Big Commerce
• Shopify
• Square

These connections are built-in and available with Big Business Enterprise. If you have another service you would like to connect instead, please let us know. Implementing Any API usua


Middleware Delete is an essential change. Middleware is not just used to look up Shipping. More and more it is being used to get data to Web Stores, to automate purchasing or billing, and for EDI.

Big Business 11.17 updates Middleware to process Deletes. This change applied to all tables.

This Solution provides details. (6850)


This is a test.

This Solution provides details. (6849)


Big Business may offer to Update Maps when you change settings that affect your saved Maps.

Choose Yes to automatically update your saved mappings for Auto-Import, BigCommerce, Import, Shopify, Square, TaxJar, Web API, Woo.

This Solution provides details. (6848)


Big Business makes it super easy to set up repeat Imports and options to automatically connect to eCommerce, EDI, POS, Sales Tax, etc. by using the same Mappings.

If you have imported inventory changes from a spreadsheet, you can easily setup updates to your web store because it uses the same mapping tool.

If you are changing settings to put more fields in a mapping, check your existing mappings


Big Business 8.5.0 adds a Pricing tab on the Item Card for entering Quantity Pricing, that is price breaks or discounts to the Item's Price when a higher Qty is entered on sales transactions.

This solution describes using this feature. (6262)


Big Business has several Pricing features. Many do not appear until enabled. Qty Pricing (prices based on quantity being purchased), for example, adds a tab to the Item card and includes tools for Update, Import, etc. once you turn it On in the Item Prefs.

This Solution can be used as a starting point. Click the links below to review related entries. (6844)


Big Business has several Pricing features. Many do not appear until enabled. Qty Pricing (prices based on quantity being purchased), for example, adds a tab to the Item card and includes tools for Update, Import, etc. once you turn it On in the Item Prefs.

This Solution can be used as a starting point. Click the links below to review related entries. (6844)


TaxJar will respond with an Error if there are any problems with a request.

"No to zip" means the Shipping Zip Code is blank, or not a recognized two-letter code, on the current transaction. Turn on Load Addresses, and that should fix it.

Ths Solution provides details. (6843)


This Solution provides compatibility information for Big Business and Windows 10 (6842)


TaxJar Setup lets you enter your API Token, Test the connection, and choose Mappings to use for calculating Taxes on Quotes, Orders, and Invoices.

Ths Solution provides details. (6838)


From Addresses are new Fields on Quote, Order, and Invoice, to be used with Channels, Sales Taxes, and Warehouses.

This Solution provides an overview of this feature. (6837)


The Inventory Sales by Customers by Month report exports a list of items with monthly quantites sold to customers.


Smart Prices will let you control Qty Pricing, including As Quoted Pricing, to take the rest of the order into account, or not. For Units you may want Case price to be different from Piece price, which is easily done. However, for partial shipments you may want pricing unchanged. Smart Prices will let you choose.

This Solution will describe this feature. (6834)


Smart Codes will allow new shortcuts for data entry.

This Solution will describe this feature. (6835)


Data Integrity can be a tough concept in business software. You want to put in an Address, once, and use it on multiple transactions. Then, when it changes, you want to replace it once, without affecting past transactions. The software does this for you. It helps you be efficient, while it preserves integrity.

This Solution gives you a quick overview of how integrity makes your work easier, m


Units features are being updated to automate entering units of measure, quantity pricing, and optimize fulfillment.

This Solution lists the current features and can be used as a starting point. (6832)


A number of features like Shipping, and now Taxes, rely on Addresses on the transaction, so these are added and need configuration.

This Solution lists the current features and can be used as a starting point. (6831)


TaxJar Connect automatically connects Big Business to the sales tax system, TaxJar.

Ths Solution provides details. (6830)


Reports get frequent changes.

This Solution lists the current features and can be used as a starting point. (6826)


Sales Tax features are being reviewed and updated as the sales tax landscape is changing from where you have a physical presence to include where you have substantial sales–economic nexus.

This Solution lists current features and can be used as a starting point. (6827)


Warehouses features for tracking Qty's at multiple locations get continual changes.

This Solution lists the current features and can be used as a starting point. (6828)


Order Type can be used to mark transactions for special handling or reporting. You might assign entries like Special, Walk-In, or Online, to distinguish from your regular orders.

Order Type can be pre-set for the Employee and for the Customer. It works like Salesperson, filling in the employee, first, then replacing with the Customer entry if it not blank.

This Solution provides details. (682


Smart Date is a renamed feature. New are some keys like Y for yesterday or T for today in date fields. There will add to existing Date entry features.

This Solution will be updated as this feature evolves. (6822)


Big Business includes a growing number of Smart features. These options try to make the program better and faster for you. However they are not for everyone. So, you have the option to tell Big Business, Don't get smart.

This Solution provides details. (6821)


Inactive now includes instant updating of Lists. This makes it easier to mark Customers or Items as Inactive and bring them back when needed.

Big Business 11.17 fixes Item Export to include Inactive.
Big Business 11.15 changes Inactive to immediately updates Listings.

This Solution details changes to Inactive features. (6820)


Refunds are getting improvements improvements to simplify their use.



This Solution will provide details. (6819)


Terms Changes include ongoing improvements to:
- Customer Terms
- Vendor Terms

Big Business 11.15 updates Terms conversion.

This Solution provides a starting point. (6817)


Channel features are being improved to automate workflow.

This Solution lists your choices for using Channels. (6818)


Smart Bundles will update calcultions for costs, to start, to help you manage profitability.

This Solution will provide details. (6815)


Smart Units will translate from your base unit to optimized Units that you sell. If you sell sodas, you might only offer cases (CS, 24 per) and packs (PK, 6 per) only. Enter an Order for 40 each (EA, 1 per) and Big Business will automatically replace this with:
1 CS
3 PK

That's 42. And now you're wondering, What if?

If you want to skip conversion, add EA (1) as a Unit for this Item and it wi


This Solution provides compatibility information for Big Business and macOS 10.14 Mojave, available September 24, 2018. (6813)


We can't say Compatible or Certified-Compatible until after a new Operating System has been released. And tested. And a Database update released.

So we are going with Copasetic.

This Solution describes compatibility of Big Business 11 and macOS Mojave. (6814)


Big Business is a desktop application that runs on Mac and Windows computers. This gives it direct access to the hardware and systems that you use when you mean business. This means mouse and keyboard, big displays, and your network of printers, shared files, and more.

If you are looking for lightweight and portable, for outside sales, onsite, trade shows, or point-of-sale, please ask about opt


Big Business includes Restricted Access settings on the Access tab of the Employee card.

Settings include:
• Cannot Modify Transactions
• Cannot Delete Transactions
• Cannot Modify / Delete Cards
• Cannot Adjust Negative Items
• Cannot Edit Credit Cards
• Cannot Edit Item Codes
• Cannot Edit Inactive Status
• Cannot Edit Reorder Qtys

This Solution provides details. (6735)


Update Products is the Mapping for copying Items in Big Business to Products in BigCommerce.

Once set, you can click Upload on the Items Search to instantly create or update Products in BigCommerce.

Ths Solution provides details. (6812)


BigCommerce Connect lets you connect to BigCommerce from Big Business. This can be automatic, such as getting new Orders real-time. It can also be interactive, such getting Categories to put on an new Item that will be uploaded.

If you encounter errors with one part (Orders are coming in but you cannot select a Category for a new Item), you may need to update the program giving you errors (in t


Woo Connect automatically connects Big Business to the ecommerce system, WooCommerce.

Ths Solution provides details. (6807)


BigCommerce Connect automatically connects Big Business to the ecommerce system, BigCommerce.

Ths Solution provides details. (6809)


Web API provides a REST API you can use from another application, like Magento, to send Orders to Big Business.

Ths Solution provides details. (6810)


If you mis-type an entry such a CCV Security Code, you may receive an unclear error, such as pictured. Re-check the data entered.

This Solution lists possible errors. (6805)


Square Setup lets you enter your Credentials for connecting to Square to get payments or sales.


Square Setup lets you enter your Credentials for connecting to Square to get payments or sales.


Auto-Import cannot safely run if import files are in the process of being transferred, saved, or edited. Big Business reports any errors and waits until the files are complete.

This Solution lists possible errors. (6803)


Click the Access tab in the Employee Card to assign Privileges and Access to different features in Big Business, including:

• Export - without the export privilege a user can’t save data or reports to a text file.
• Terms - control a user’s ability to change customer or vendor terms
• Change - control a user’s access to Quick Change (Update or Apply) in Searches
• Delete - control a user’s acc


Big Business allows you to limit employee privileges, which you assign in the Employee Card on the Access tab.

Settings for Cannot Modify Transactions and Cannot Delete Transactions prevent the user from modifying or deleting any saved transaction. (5517)


Big Business allows you to limit employee privileges, which you assign in the Employee Card on the Access tab.

The setting for Cannot Modify / Delete Cards prevents the user from modifying or deleting Customer, Vendor, and Item cards. (5699)


The option Cannot Adjust Negative Items found on the Access tab of an Employee Card prevents the Employee from creating Item Adjustments for Items that are or would overdrawn as a result.(5999)


Unlock Periods is a Special Access option on the Access tab of an Employee Card. Unlock Periods allows the Employee unrestriced access to locked periods.
(6178).


Big Business includes Special Access settings on the Access tab of the Employee card.

Settings include:
• Unlock Batch Delete
• Unlock Lists
• Unlock Periods
• Unlock Protected Accounts
• Unlock Protected Transactions
• Unlock Retained Earnings
• Unlock Status Inactive

This Solution describes Special Access settings. (6253)


Big Business includes controls to protect against the entry of incorrect dates, such as accidentally entering the wrong year after a new calendar year has begun, or trying to backdate a transaction. Date Entry Days displays an Alert, or with Lock prevents using a back- (or future-) dating error.

This Solution describes the Date Entry Days and Lock settings on the Access tab of the Employee Card.


Big Business 11.13 updates Memory Usage. This information is provided for reference in case you have an old computer that might need physical memory added, or you have a new computer that does not allow memory to be added. In general, though, there is nothing you need to do. The system will manage virtual memory to the best of its ability.


Big Business 11.12 updates Quit for new network features supported like Sleep and Hibernate.


Big Business Server supports a number of features, such as Warehouses, that are not availalble in the standalone, 1-User version of Big Business.

Big Business 11.12 extends Middleware by making it Server Only.

This Solution provides details. (6799)


Big Business 11.12 adds the option to include Vendors, PO's, and Bills in Middleware. This feature makes it easy to provide up to the minute vendor information to your shipping or other systems.

The Middleware Add-On is an option that allows Big Business to synchronize data with an external data source (MySQL) where it can be more readily accessed, repurposed, and manipulated.

This Solution pr



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