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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)


Folder Connect lets you set an online folder to check for import files. This online folder has a unique URL just like any address you put in a browser. Enter the URL carefully so it will always work. If you have any questions, email support@bigbusiness.com for help.

Ths Solution provides details for entering a Folder URL. (6931)


This Solution describes Registering the Folder Connect Add-On. (6965)


This Solution describes Registering the Folder Connect Add-On. (6965)


Auto-Connect for the Folder Connect Add-On is a checkbox that starts automatic importing and exporting of files from remote folders on an FTP site. (6967)


Authorize Connect makes it easy to connect and process credit cards using Authorize.Net, instantly from Big Business. This chapter describes Authorize Connect tools and features, which are found in System toolbar and tools. (6963)


AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY


Big Business Web Server Settings are used to enable BizApp for iOS to connect, and:
• specify a Secure Port
• set Run At Startup
• Start or Stop

This Solution describes the Web Server Settings to connect BizApp for iOS. (6278)


Dark Mode is now supported in Safari, so we have updated the Big Business web site, adding a white cube for visibility. On Windows the Dark setting for Colors works with Firefox and Edge Beta.

(6961)


Lock Taxable blocks users from change Taxable and Exempt settings on Customers, Contacts, Items, Quotes, Orders, and Invoices.

This Solution provides details. (6959)


Unlock Taxable lets you set select users who can access Taxable and Exempt settings when Lock Taxable is enabled.

This Solution provides details. (6960)


Dark Prefs is a Test for adding Dark or Light appearance. It will not be usable until all screens are updated for color switching.

Choices for Dark Prefs are:
• System Setting
• Classic
• Dark
• Light

This Solution describes the settings. (6958)


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 12 uses separate windows on Windows (SDI). Previous versions use an application window that sits in the background (MDI).

Big Business 12.8 updates Client to improve Quit. Choose Quit from the File menu in the toolbar to Quit.

This Solution will list any hiccups. (6902)


Database optimizations or efficiencies sometimes save time by not redrawing something it doesn't know changed.

An example, fixed for Big Business 12.8, is the Pay All button on the Pay tool that lets you write a check. When you click Pay All and changes totals but did not immediately show each Bill's new To Pay amount.

This solution describes Redraw Fixes. (6956)


Longer Histories fixes the error pictured (Array Range Check error in MgrCustReg), sent in by a user who accumulated more than 32,768 transactions for a single Customer and got this error double-clicking on the History.

Big Business 12 raises this limit to 2.1 billion.

This Solution is for reference in case a similar error is encountered. (6954)


MacOS Catalina does not allow any applications that are not Optimized to run. We found this workaround helpful. Just go into Parallels before updating and create a new virtual machine, just like you would for Windows, but install Mojave. Then you can run Mojave on Catalina, and thereby any old app.


My Prefs lets you choose settings for:
• Auto Zoom - to show bigger windows
• Columns - to reset or keep the columns you've added in searches
• Dialogs - to use classic or new searchable lists
and more.

If you choose System Setting for any of these, you will be using either:
• the system setting preset in Big Business for your platform
• the system setting selected in Company card by your sy


Occasionally we receive a request for an extra field to be added to a Search and its Export (or the Update tool that changes many records at once). So now we pop it into the list that you can Add(+) and Export (or the Update tool). Since this does not change the standard Export function it is less disruptive, but you may need to know the following. (6952)


This Solution provides compatibility information for Big Business and macOS 10.15 Catalina, available October 7, 2019. (6951)


ShipStation is a web-based ecommerce shipping platform. It connects to ecommerce providers (eBay, Amazon, etc) and to shipping carriers (UPS, FedEx, USPS) to streamline order fulfillment for online businesses. It is a subsidiary of Stamps.com.

This Solution provides information. (6950)


We receive a lot of requests to run an additional Trial of an Add-On. This happens when the first Trial goes well, prompting a revision of budget, or shifting of timeline, or an update of items. Meanwhile, the Trial ends and there is just one more thing to test. Now you can just click Trial again.


BigCommerce Connect makes it easy to connect and share data with the ecommerce solution, BigCommerce. This chapter describes BigCommerce Connect tools and features, which are found in System toolbar and tools. (6948)


BigCommerce Connect allows Big Business to connect and share data with the ecommerce solution, BigCommerce. To connect Big Business needs an API Token which you create in your BigCommerce Dashobard and copy into Big Business.

This Solution describes creating an API Account with BigCommerce. (6947)


Big Business has QuickSupport built-in. QuickSupport enables remote support. Just turn it On and provide us the ID and we can connect to see and help with any problems.

Big Business 12.6 updates QuickSupport to be compatible with macOS Catalina. Per usual with a big change we try and make it work exactly the same, to start.

(6946)


These states were listed as origin-based (c. 2017):
Arizona (AZ), California (CA), Illinois (IL), Mississippi (MS), Missouri (MO), New Mexico (NM), Ohio (OH), Pennsylvania (PA), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA).

This list may help you understand your results from TaxJar (only). (6944)


These states were listed as destination-based (c. 2017):
Alabama (AL), Arkansas (AR), Colorado (CO), Connecticut (CT), District of Colombia (DC), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Louisiana (LA), Maine (ME), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Nebraska (NE), Nevada (NV), New Jersey (NJ), New York


You can set TaxJar Connect to Automatic for tax lookup from Quotes, Orders, and Invoices. Or, you create your own Mapping by editing the automatic ones and clicking Save As in the lower right.

Big Business 11.27 and 12.6 update Automatic mappings for TaxJar to use Street and City (instead of just Zip).

(6943)


The Ready Checkbox appears on the Billing tab of Invoices to indicate the invoice will be sent automatically (by EDI, a procurement system, or online invoicing). When sent, the Ready checkbox will be unchecked and the Sent Checkbox will be checked.

To re-check the Ready checkbox manually, you must un-check the Sent checkbox first.

See Sent Checkbox linked below for details. (6842)


TaxJar Connect uses Smart Tax to switch the Tax Status on Quotes, Orders, and Invoices by matching the Shipping State on the transaction to the State entry on Tax Status.

Smart Tax can also be used by custom solutions like BizApp for iPad.

This Solution provides details (6765).


Big Business 11.27 updates Duplicate for Quote, Order, and Invoice so they clear TaxJar results.

This solution describes TaxJar Connect fixes. (6941)


Big Business 11 adds the Contacts tool for quick access to phones, emails, and shipping addresses, where you need them.

This Solution provides details. (6747)


Billing Addresses are an option on Quote, Order, and Invoice, to help with:
• automated billing using EDI, procurement systems, or online invoicing
• automated order processing from web stores, etc

This Solution provides an overview of this feature. (6839)


Big Business uses System Date settings, from the Language and Region control panels on your computer, to display and calculate dates. If you notice a problem, you can Disable System Dates in the Company card, to test. Either way, please contact support@bigbusiness.com with any date-related issues.

This Solution provides instructions for disabling this feature if needed. (6938)


Line Numbers can be saved with Orders and included on Invoices. This works initially with import and export to procurement systems, where this is required. For adapting to another use, please contact support@bigbusiness.com. (6936)


Line Numbers from customer PO's can be added to Orders and included on Invoices. This works initially with import and export to procurement systems where this is required. For adapting to another use, please contact support@bigbusiness.com. (6936)


Export To is the destination for export files, such as a remote folder for Invoices that are sent to customers purchasing systems. It can be a full URL, or a relative path, or a folder.

Ths Solution provides details. (6934)


Import File is the name assigned in Docs to an online file used to create an entry. For example, using Folder Connect, Big Business might import an order by downloading an XML file. This file is attached to the Order for reference.

Ths Solution provides details. (6933)


File Kind lets you tell Big Business to only look for one kind of file when using automated imports in Connect tools. If you are using Folder Connect to check a remote folder, providing the Kind of file you are expecting reduces the possibility of error or confusion when the wrong kind of file is accidentally dropped in the target folder. If you have any questions, email support@bigbusiness.com


Folder Connect lets you set an online folder to check for import files. This online folder has a unique URL just like any address you put in a browser. Enter the URL carefully so it will always work. If you have any questions, email support@bigbusiness.com for help.

Ths Solution provides details for entering a Folder URL. (6931)


When running normally, Folder Connect can report intermittent errors if there is trouble with your Internet connection. Or if you are setting up, it may report an error connecting at all. Or processing it may report an unexpected error like, No orders created. You may receive hundreds of errors that happened overnight--easily deleted--but you will not miss anything important.

This Solution lis


Folder Connect is an option to import and export files from a remote folder using FTP, FTPS, or SFTP. Like other Connect options it is an Add-On that connects out to a service and requires Registration and credentials to set up.

For simple file transfer you could use a service like One Drive or iCloud. Folder Connect give you security and control to monitor remote folders and automatically impo


Barcode Settings help automate adding scanned items to a transaction, such as a Sales Order or Invoice. You can program the barcode scanner to send a preamble, and Big Business will add a Line Item. There are also setting to print barcodes on select transactions.

This Solution provides a description of the Barcode Settings.
(5868, bar code)


Big Business 11 adds the option for Barcodes to be included on Price Labels. This is a checkbox in Barcode Settings on the System toolbar that replaces regular price label fields with a barcode of the Item Code.

This Soution provides details. (6897)


Send is a checkbox in Docs that you use to set attachments that can be emailed.

This Solution provides instructions. (6927)


Big Business uses New Architecture to simplify updating. When you download and install an Update on the Mac, it automatically replaces the one you are running. For Windows, Uninstall the old and install the new. Then, when you start the newly installed Update it automatically opens your Data File.

This Solution provides details. (6708)


Requisitons, Purchase Orders (PO's), and Bills include Weight which totals the Ship Weight for their items. (6925)


Middleware is an Add-On to share data seamlessly with Shipping, eCommerce solutions, and more. It lets you select the data to share, gives you full control of access, and offers 100% uptime.

Middleware Trial is the option to run the Add-On in Trial mode for 30 days. It is easy to try UPS, FedEx, USPS connections or try other shipping solutions, databases, and applications that run your eCommerc


Nexus States let you list the states you need to collect Sales Tax for. This works with automation to switch the Tax Status on sales, lookup taxes using TaxJar Connect, and so on.

This Solution provides details. (6922)


Non-Nexus Tax lets you select the Tax Status to be automatically assigned when shipping to States not included in your Nexus States list.

This Solution provides details. (6923)


Big Business Server is a snap to deploy on Microsoft Azure. It takes only a few minutes to create a Virtual Machine with Windows Server and install Big Business Server. The trick is to set up the Networking and then put the Public IP into Big Business Clients you are connecting.

This Solution provides brief instructions. (6921)


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

This Solution provides details. (6855)


With your help, we have tried several iterations of optimized Clients. This revealed issues with operating systems, plugins, networking, and ultimately a path forward. The solution is a wholesale change in Big Business 12, which is 100% 64-bit. Hopefully this is not too disruptive, other than being so fast you can't wait.

This Solution provides details (6778).


Many companies move to Big Business while they still have a surplus of check stock from their previous system. Big Business uses a built-in check layout that calls for a specific format.

This Solution provides information about compatible check stock. (3418)


Big Business Banking Prefs let you choose a layout for printing checks(5793)


Last Cost Update is a date for tracking the last date cost was updated for an Item. It is automatically updated when a Cost is changed or can be changed on the Item, by Import, or using Update in the Items Search.

This Solution describes using on this feature. (6602)


This Solution provides compatibility information for Big Business and macOS 10.15 Catalina, scheduled for release September 2019.

In an unusual move, Apple released a Public Beta on June 24, 2019. (6918)


Add Fields are included on Imports where you might need:
To combine separate First Name and Last Name entries:
• Add Billing Name
• Add Shipping Name
• Add Customer Listing

To combine Item Descriptions:
• Add Item Code
• Add Description 1
• Add Description 2

To combine fields used to create unique Customer Codes:
• Add Customer Code
• Add Customer Lookup

This Solution describes this opt


Big Business includes an options for Line Numbers and Sorting on transactions with Line Items like Orders and Invoices.

If you have Custom Forms, they can be automatically updated to support these options.

This Solution describes this option. (6635)


Customer Lookup is the feature that finds a customer match when using Import or any feature that uses mappings like:
• Alternate Item Code Import
• Auto-Import
• BigCommerce Connect
• Invoice Import
• Order Import
• Payment Import
• Shopify Connect


This Solution describes how Customer Lookup works. (6640)


Department Mandatory lets you require a Department entry on all transactions. If you use Departmental Profit and Loss reports, this setting may help.

This Solution describes this setting. (6916)


Big Business uses installers, like InstallShield, which evolve with operating system updates. If you are unable to install, this might be because we broke something. It also might be that your computer is not up to date. Please contact support@bigbusiness.com for help.

This Solution provides a quick refence for Installer changes. (6917)


Ebay orders coming through BigCommerce are tricky because are handled as Guest. This means they don't have Customer ID that you can use for Customer Code in Big Business.

Ths Solution provides options. (6915)


This Solution provides compatibility information for Big Business and Windows Server 2008. (6133)


This Solution provides compatibility information for Big Business and Windows Server 2012. (6912)


This Solution provides compatibility information for Big Business and Windows Server 2016. (6913)


This Solution provides compatibility information for Big Business and Windows Server 2019. (6914)


Home Pad is a new control window for Big Business to:
• simplify returning to the program from another program
• support new options
• simplify quitting the program

This solution provides details


Drop User is a button on Server Admin that lets you disconnect a user.


Alternate Item Codes make is easy to use other part numbers like Barcodes or UPCs. Customer Part Numbers let you automate Orders. Vendor Part Numbers protect from being shopped around. And creative uses like custom Catalog P/N's abound.

This Solution provides an overview of the Alternate Item Codes functionality. (6002)


This Solution provides compatibility information for Big Business and Windows 10 October 2018 Update available October 16, 2018. (6908) (6842)


This Solution provides compatibility information for Big Business and Windows 10 May 2019 Update available May 22, 2019. (6909)


Live Backup lets built-in Backup run without disconnecting Clients.



Customer Part Numbers helps you manange part numbers for specific customers, to:
• automate orders
• simplify invoices
• provide a custom catalog
• map a static catalog to changing products


Modern browsers alert you to non secure links, so we have updated the links to Help.


Smart is generally a matter of opinion so we always have an option to Enable or Disable any smart feature, where the system makes a decision for you. Clean means fixing a false step like cut-offs from using too large a font or pixelation when enlarging a Classic icon (pictured). Since each person can choose Font Size or Icon Prefs, this setting lets Big Business make these fixes (or not).

This


Program Resources including pictures and text are being updated to current, non-resource formats.

This Solution will list any hiccups. (6901)


Legacy Networking suppresses new features like:
• Sleeping Clients

This Solution provides details. (6900)


Big Business lets you set printing defaults for Quotes, Sales Orders, and Invoices. The preferences you set appear in the Print Options dialog box that appears when you print. (3079)


Big Business includes many Forms for printing. Using Advanced Print Options you can Hide Forms, like those that use Preprinted instead of blank paper. You can also hold the Shift key when printing to show all forms temporarily. (5924)


You can choose whether Big Business shows you Print Options every time you save (Ask Each Time) or automatically prints (Print) or not (Don't Print). (6899)


64-bit allows for massive improvements including:
• optimization for future operating systems
• unlimited resources for performance and scalability


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 Fields have been added to extend processing to Line Items.

Ths Solution will provide details. (6891)


TaxJar Connect is an Add-On that 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 for the report, TaxJar Sales Tax Collected (Detail). (6890)


Big Business 11.20 allows systems for EDI to post back transaction updates, which automatically update the Sent Checkbox. You can view the Sent Checkbox in Invoices Search, to see which have been sent, and on the Shipping tab of the Invoice where shipment information will show details.

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)



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