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.
Chapter 632 ShippingEasy Orders
ShippingEasy gets your orders from Ebay, Amazon, Walmart, to handle the shipping.
BigBusiness gets your orders from ShippingEasy to handle accounting and fulfillment.
This chapter helps you manage orders coming from several online stores and handling accounting for each to ensure all sales and payments are easily recorded and reconciled.
Numerous setup options let you choose a workflow to make fulfillment fast and easy.
Chapter 136 Online Stores
Stores help you automatically switch between walk-in or online stores to set defaults.
If you have two locations you want printouts from each to show their correct address. If you have two online stores, each may have its brand, contact, or accounting presets.
You may need accounting results by store; each with an Income Category or Sales Tax. Or, you might want Amazon, Ebay, and so on to have their own Payment Method(s).
Chapter 415 macOS Sequoia
This Chapter collects Solutions regarding macOS Sequoia, testing and developments.
To list chapter contents click the Chapter button on the right margin or at the bottom.
BigBusiness 15 will be certified for macOS Sequoia after it is released. Earlier versions of Big Business will not be certified or updated for macOS Sequoia.
Chapter 254 Upload Items
Upload Items is updated for BigBusiness 15 to work across multiple Online Stores and work with Auto Pilot options to automate updates for catalogs and live inventory.
On the Items search, the Upload button may be used to create new Products in your online stores, update existing Products, or link Products for live inventory updates.
This chapter describes the settings and options that determine how upload is handled.
Chapter 241 TaxCloud Connect
BigBusiness 15 will test connecting to TaxCloud, an online service for Sales Taxes.
Chapter 329 Margin Admin
Margin shows your profit as a percentage of sell price, measuring the result of pricing.
When you change prices, or have cost changes, margins are updated to help measure the results. Entries for Last Pricing Update and Last Cost Update are also updated.
Chapter 631 Customer Categories
Customer Categories provide more options for sorting customers in reports or exports.
This chapter describes how you can provide a name for a Customer Category choice, add to its dropdown list, assign to Customers and use in Searches and Exports.
Chapter 630 Fixed Bugs
Fixed Bugs brings together some fixes in Big Business 14 that don't fit another chapter.
Chapter 629 Paid Badge
Paid Badge automatically stamps invoices being printed with Paid Badge if paid in full.
Chapter 132 Images Admin
Images Admin helps you manage any images saved in BigBusiness to meet your needs.
With the option to Drag into Thumb Image, you can add files to keep or Send in email. BigBusiness will automatically create a smaller image to show or load quickly in Items.
This chapter helps you set options to automactically convert Pictures you have saved. If you want to add images to emails, quotes, printouts, or PDFs, it will help there, too.
Chapter 24 Middleware
Middleware helps you connect your shipping systems to share data with BigBusiness.
Chapter 212 Customer Lines
Customer Lines helps track line item details needed in customer procurement systems.
Orders from PO's sent via EDI, cXML, etc. services may contain procurement system data such as line numbers that are replaced by your own but needed when you invoice.
Customer Lines adds Line Item, Line Units, Line Count, Line Number, Text 1, Text 2.