Chapter 404 Make A Payment
Make A Payment is being updated where system display changes have cramped style.
Each tool in BigBusiness is designed to be compact to work with other apps on screen. That said, you should be able to see and do all you need from any one screen at a time.
Chapter 107 Employee Admin
Employee Admin describes tools to help create employee records and set their access.
BigBusiness requires each user to Sign In to help you track accountability and controls. Setup deserves careful consideration to avoid problems arising from creative solutions.
Chapter 341 AvaTax Connect
AvaTax Connect is an add-on for BigBusiness to connect your AvaTax from Avalara.
This Chapter will combine Settings and Administration until a new chapter is needed.
BigBusiness requires a Subscription to run Avalara Services and ensure upkeep for use.
Chapter 343 SFTP Setup
SFTP is a Service you run in BigBusiness to use secure file transfer and download files. Like Folder Connect, it automates getting orders, sending invoices, and updating items.
Chapter 205 Item Admin
Item Admin describes the item tools to help you manage purchasing, builds, and more.
By automating more of your purchasing and build functions, you speed up operations.
Chapter 56 Design Guidelines
Design Guidelines bring together various design objectives that factor into BigBusiness.
A consistent look and feel, similarity among tools, and powerful analogs for processes, make it easier to get BigBusiness to do what you want because all you want is built in.
For most operations and options, there are simple, powerful, and extended variations. Preferences for company and user offer another way for BigBusiness to come to you.
Chapter 139 Compact
Compact is the original layout for records in BigBusiness to share space with Desktop.
Chapter 999 Exit Strategies
Exit Strategies outlines transition options when companies using Big Business get sold.
Often a new company starts a new copy of Big Business and the old company closes. Other times the acquirer has their favorite ERP, Oracle, SAP, or NetSuite (also Oracle).
This chapter lists some experiences to remind of plans that work and pitfalls to avoid.
Chapter 83 Cleanup
Cleanup is a raft of changes to remove unused options, objects, and so on that distract.
This chapter lists these changes as part of documenting all changes to BigBusiness 15.
Hopefully, this is not useful beyond confirming that something is missing if noticed.
Chapter 196 Locking Admin
Locking is an important feature to protect data, especially your past accounting data.
In addition to automatic locking of applied entries, like paid invoices, you can lock periods, lock invoices for sales tax reporting, unlock access per employee, and more.
This chapter list a few option for administering locking to protect data and allow work.
Chapter 296 Read-Only Settings
Read-Only Settings are updated to include more options for viewing and not changing.
For example, Read-Only Searches let you give Search access to view only and not edit. Turn on Quote Search but not Quote for someone and they can view, not edit, quotes.
First turn on Read-Only Searches in Employee Prefs. Then turn off All Access for an Employee and add back Search tools only for the entries they need read-only access to.
Chapter 316 Listboxes
Listboxes let you see your data in columns that can be moved, resized, and sorted.
BigBusiness uses Listboxes on screens and their helpfulness is sometimes overlooked. Filling in a Deposit might be easier sorting by various columns or widening references.
This chapter provides quick information about where and how you can use Listboxes.
Chapter 172 BigCommerce Admin
BigCommerce Connect can be set to run automatically and get Customers and Orders. Additionally, it can be set to update Inventory and Pricing on your BigCommerce site.
This chapter provides help for finding new Customers and Orders and fulfilling them. And, it explains connecting new Products so they update their Inventory and Pricing.
This assumes you have a working store in BigCommerce and can update it as needed.
Chapter 108 Banking Admin
Banking Admin describes the banking tools to help you track and audit your finances.
By allowing your team to handle important banking functions, you speed operations. By reconciling your bank accounts you help ensure all transactions are accounted for.
Errors will occur, and this chapter will help you isolate and correct the common ones. For additional help reconciling your banking please contact support@bigbusiness.com.
Chapter 707 Checkmark Payroll
Checkmark Payroll includes an export for BigBusiness to help update your accounting.
Checkmark Payroll can save you a bundle in service charges, comparing ADP or Intuit. Do your payroll, cut your checks, report and file, import and update with Checkmark.
This chapter will update connection information for the newest version of Checkmark. If you have questions setting up, check with support@bigbusiness.com for pointers.
Chapter 354 Woo App
WooCommerce App for iPhone, etc makes it easy to create orders and take payments. Using your mobile device you can run your WooCommerce store and make new sales.
WooCommerce Connect lets BigBusiness get these orders from your WooCommerce. BigBusiness 15 extends options to update inventory, pricing, and get Woo App sales.
This chapter will provide some options for using Woo App to create orders on the fly. Changes are needed to handle Paid orders and will be listed here as they come available.
Chapter 97 System Settings
System Settings let you choose the Options, Styles, and Prefs to preset for everyone. When you choose a setting on Company Card it becomes the System Setting for all.
Then, MyPrefs lets each user change some Styles and Prefs to their individual choice. And last, Employee tools let you monitor, preset, or override these choices if needed.
This chapter lists options to give you ideas. Email Support when you need any help.
Chapter 15 Custom Forms
Custom Forms are updated with new Form Templates and overall use being simplified. This chapter helps you start creating custom Quotes, Orders, and Invoices as you like.
With more New Templates is easier to start, instantly save, and ask for modifications.
If you want an invoice with barcode there is a template. Ask for ___ to get a new one.
Go to Forms, click New, choose a Template, click Close, opt to Save, and then go test! Create an invoice, save as "MyInvoice", and it will show in the invoice Print Options.
Chapter 420 BigBusiness 15
BigBusiness 15 will be updated in 2025, receiving changes not found in earlier versions.
This chapter will mention various changes so they are not a surprise and fully revealed. If you need help with any or have suggestions please email support@bigbusiness.com.
The point of online documentation is not completeness but revealing options for you. Finding a blank entry that says the system can do or may do a task you need is a win.
Chapter 221 Shopify POS Connect
Shopify POS Connect lets BigBusiness get your Shopify POS customers and invoices.
Separately. If you don't have POS, the point of sale option for Shopify, please ignore.
Shopify Connect gets your Shopify customers and orders from your web store orders. Shopify POS Connect adds your in-person sales in Shopify POS for iPhone, iPad, etc.
This chapter covers setup of the POS option to separate sales, receipts, cash drawers.
Chapter 303 Customer Prepayments
Customer Prepayments is an option you turn on to track deposits on customer orders.
Customer Prepayments handles the accounting for money you receive before invoicing. Prepayments post to an Account you set up for keeping track of unapplied payments.
Run a Balance Sheet and A/R Aging anytime, without any clean up to close the period.
Date Entry
BigBusiness follows the Date Format on your computer and lets you enter and display dates in the same order, such as mm/dd/yy, which you can type with or without / or ..
Chapter 730 Fixed Bugs II
BigBusiness 15.037 and 14.171 fix a few more insidious bugs and lingering annoyances.
Once again they make a chapter.
Chapter 215 Forms Admin
Forms tools and options help you customize printed forms and pdfs to fit your needs.
Big Business includes built-in forms for most operations, such as RMA's or Pick Lists. Custom Forms allow you to create forms from templates and add in the data you need.
This chapter provides an overview of forms, templates, and options, for a quick start.
Chapter 161 Send Mail
Send Mail helps automate emailing and sending notifications to users by sending email. Send Mail is an add-on that sends email directly from BigBusiness, not via email client.
Send Mail adds options such as having Big Business email you a system notification. An example would be emailing when you have new orders received by Auto-Connect.
This chapter describes setting up Send Mail options to support emailed Notifications.