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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)


Big Business Mail can send emails directly. For Gmail you need to authorize Less Secure App Access to avoid an AUTHENTICATION error (10113, pictured) in Big Business Mail. Go to your Google Account to Security to Turn On or Learn More.

This Solution provides setup details for Gmail. (7078)


Since Covid we suddenly have twice as many connected stores. If we ever seemed to prefer Shopify for B2C (retail) and BigCommerce for B2B (wholesale), it is now clear that anything goes (except Volusion). Big Business works with Magento, WooCommerce, and now Ecwid, too. Pricing is the same for any of the above--or anything new--for an instant-on connection to get Customers and Orders flowing fr


Big Business allows you to Delete one customer and have its history Merge Into another's. Just click Delete and then click Merge Into and select the other Customer.

This Solution describes using this option when attempting to Delete a Customer Card. (6012)


Sales Orders (SO) now include a Modified Timestamp field (ModMyTimeStamp). This field was added to meet a ShipStation requirement for their ODBC Client.

This Solution describes this option. (7077)


Instant On is a new feature in Big Business 12. New Networking allows Big Business Client to Sleep. Shut your laptop or allow your computer to sleep and when it wakes on the same network, Big Business Client will resume working right where you left off.

This Solution will provide details. (7076)


Operating Systems get slower as they do more checking for security risks. This means a change for security can have a big impact on performance. By all means install security updates to keep your system safe. Think twice though before putting a new operating system on an old computer.

This Solution provides recommendations. (7075)


During Covid, TaxJar has changed it's pricing significantly. New service that once cost $49 per month, and could be activated online, now seems to require $649 per month and contacting them. Please contact us for help sorting this out.

This Solution provides details. (7074)


Ecwid 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 requires that you map IDs (error pictured).

This Solution provides details. (7062)


To connect Big Business needs an API Key from WooCommerce. These are generated in the WooCommerce Setup described previously and copied into WooCommerce Settings in Big Business.

This Solution tells you how to enter credentials from WooCommerce into Big Business. (7061)


Big Business can save Emails from Outlook for Mac so they are stored in Big Business--attached to any transaction--and can be opened by other users.

Click once to highlight the email, then drag and drop onto Docs folder button on any Big Business transaction. Wait for the Docs counter to increase by one, and it's done.

This Solution provides details. (7070)


Sales Orders (SO) now include a Modified DateTime field (ModMyDtTm). This field was added to meet a ShipStation requirement for their ODBC Client.

This Solution describes this option. (7069)


WooCommerce Connect can run automatically to check for new orders. Select someone to Send Notifications To and click the Auto-Connect checkbox, once you have tested your other settings. (7068)


WooCommere Connect can automatically assign a Store to new Orders being imported.

Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or e-commerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more

This Solution tells you how to enter credentials from WooCommerce into Bi


WooCommerce Connect finds Orders to import by using their Status. "Get Orders With Status" should be set to "Processing". "Set Orders to Status" should be set to "Completed".

WooCommerce Statuses include:
Pending - order received but unpaid
Processing - order is awaiting fulfillment
Completed - order is fulfilled


WooCommerce Connect uses import mappings to bring in data from WooCommerce. To start, choose Automatic for both Import Customers and Import Orders. Then if you need additional information, create your own mappings. (7067)


Verify Peer is security feature to check the certificates of systems you may connect to such as a payment gateway or ecommerce site. In some cases you may want to disable this feature temporarily.

This Solution describes this option. (7064)


Delivery Notes appear on a custom invoice layout to make it easy to enter:
• Delivery Date
• Delivery Phone
• Delivery Instructions


This chapter describes Woo Connect tools and features, which are found in System toolbar and tools. (7058)


This Solution describes Registering WooCommerce Connect. (7059)


To connect Big Business to WooCommerce you need to log into your Wordpress Dashboard to create a Key for the REST API.

• set Read/Write access
• copy Consumer Key and Consumer Secret into Big Business

This Solution tells you how to generate an API Key. (7060)


To connect Big Business needs an API Key from WooCommerce. These are generated in the WooCommerce Setup described previously and copied into WooCommerce Settings in Big Business.

This Solution tells you how to enter credentials from WooCommerce into Big Business. (7061)


WooCommerce 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 requires that you map IDs (error pictured).

This Solution provides details. (7062)


Mark lets you mark items for Deposit using a Cash Drawer. To use this feature you must be using Stores.

This Solution provides details. (7057)


macOS Big Sur adds Battery to System Preferences for laptops. Settings previously found in Energy Saver are now found here. Turn OFF the setting for Prevent Computer from Sleeping for reliable Instant-On.

(7055)


Big Business will show an error when there is a problem printing a Custom Form created with the Forms tool.

This Solution provides details. (7056)


Show replaces QuickFind and adds new options for finding related records. (7041)


macOS 11 Big Sur was released as a developer beta on June 22, 2020. Apple released the prior version as a public beta and may make changes in the operating system, yet. This solution will be updated as needed. (7053)


To install Big Business on macOS Big Sur, or macOS Catalina and higher, go to System Preferences, Security, and click Open Anyway.

Big Business 12 works on new and old Macs so is Not Notarized. (7054)


Big Business encrypts all Client connections, which improves security and instant-on. Please password-protect your computer. Anytime you are not using Big Business, please choose Quit from the File menu or application menu.

This solution provides security information. (7052)


Anytime you are not using Big Business, please choose Quit from the File menu or application menu.


Mark lets you mark invoices as Sent. The option to mark them as Unsent is hidden. To use Unsent, turn on Unlock Unmark in your Employee card, Access tab.

This Solution provides details. (7050)


This Solution provides compatibility information for Big Business and macOS 11 Big Sur Beta, available June 22, 2020. Big Business 12 is supported on macOS Big Sur Beta. To install Big Business, go to System Preferences, Security, and click Open Anyway. (7049)


When you purchase Big Business you get a perpetual license for the version purchased. This lets you run as is, forever.

When you purchase Support for Big Business you get Updates and Help for your version. For Help to be relevant you must install the latest Updates. Updates include new changes and extend your existing license to include these new changes.


Big Business 12 is testing a connection to Ecwid E-commerce for Small Business.


Deprecated features are not being developed. They are documented as-is for reference. They may be perfectly serviceable and ready for revival or upcycle into new features. Or they may be relics. You decide.


Cash Drawer automatically combines Customer Payments by Store to make Deposits easy.


Big Business Old 12 is a version of Single-User for running on older computers. Big Business Old Client 12 is a version of Client for running on older computers.

Big Business Old is 32-bit making it more compatible with:
• low-memory computers
• slow-video computers
• old Microsoft Outlook

(7042)


Print List has been changed, requiring that you select the rows you want to Print. This is easy to do with:
• Shift-click to select a range
• Command-A to select all
• Command-click to select, selectively.


This Solution describes using on this feature. (7043)


Channel features are being improved to automate workflow.

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


Store Categories give you the option to override the automatic accounting to segregate results for Stores.

Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or ecommerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more.

This Solution will provide details. (7040)


Store is a new setting for Orders and Invoices to help you sell from different stores.

Stores is an option for Big Business to help manage sales by store--including your different locations, brands, or ecommerce sites. Stores replace Channels, adding features and ease of use like automatic accounting, cash drawers, and more.

This Solution will provide details. (7039)


This Solution describes the new Expanded Line Items Tab on Sales Orders. This feature was added in Big Business 2.5, allowing you to see stock levels (Inventory Allocations, Quantity on Hand, etc.) while completing a Sales Order. (3330)


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.

Big Business 12.18 fixes Import Customers, used by Shopify Connect and other modules that "import" customers, to set the Default Credit Limit. This may help you manag


Big Business 12 encrypts all Client connections.

Secure Server is now seamless and set by default.

This Solution describes this option. (7030)


Protect Transactions prevent users from modifying or deleting any saved transactions. (7034)


Big Business 12.17 starts to correct display anomalies that remained unchanged while Big Business 11 and Big Business 12 were being updated concurrently.

This Solution will detail changes as needed. (7033)


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.

Big Business 12.17 adds Shopify Fields like Tipping and Shipping, missing from the short list for custom mapping.

This Solution provides details. (7032)


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.

Big Business 12.17 adds Shopify ID to Customers, Items, and Orders for fast linking and future features.

This Solution provides details. (7031)


Big Business 12 adds new support for Remote Client, Secure Mode, and allowing your computer to Sleep. Together these support Instant On for instant access to your data.

There a few situations where you may need to wait one minute:
• Server Update
• Internet Reset
• Loading Docs

This Solution will provide details. (7029)


Big Business prints PDF's of transactions and attaches them to email messages in Microsoft Outlook

This Solution will provide details. (7028)


Mark lets you mark invoices as Sent, quickly. Command-click or Shift-click to select Invoices you want to change. Then click Mark and select Sent.

This Solution will provide details. (7027)


Slash Select extends AutoComplete to add menus for multiple choice entries like color.

This Solution will provide details. (7026)


Big Business 12 tests Drag and Drop for Email.

This Solution will provide details. (7025)


Send Checkbox appears in Docs and lets you choose Documents and Notes that are allowed in email. If you don't click Send, the item will not appear in the Send menu.

Emailing Documents and Notes is two steps:
• in Docs click the Send Checkbox to allow a Document or Note to be emailed
• in Print Options use the Send Menu to choose from allowed Documents and Notes

This makes it easy to pick a fe


Batch Emails are a new and open-ended concept. Here are parts you can use:
Email - choose as a printing destination to automatically create new email messages
Send - Docs as attachments or Notes as the message ("thank you for your order!")

Please email to support@bigbusiness.com with questions or needed changes.

This Solution provides setup instructions. (7023)


Sent Documents automatically adds the PDFs of emailed transactions to the Docs folder of the transactions.

Pictured is an Order that was emailed. The Order was created from a Quote that was also emailed. Both Sent Email are saved as Notes for reference and can be seen from Quote or Order; just double-click to view.

This Solution provides setup instructions. (7022)


Email is the simple choice for sending Quotes, Order, Invoices by email.

This Solution describes its use. (7019)


Big Business lets you attach any file to a Search window like Customers. This can be a convenient place to store attachments like Policies, Terms and Conditions, and so on that pertain to Customers. Moreover, you can click Send to make any attachment available--to Send (Docs) as email attachments or Send (Notes) as email messages.

This Solution provides an example for use. (7021)


Email is the simple choice for sending Quotes, Order, Invoices by email.

This Solution describes its use. (7019)


Big Business makes new features optional. This lets you turn them on when you are ready. This also lets you turn them off if they are problematic.

This Solution provides a quick list of options you might consider. (7018)


Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.

When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Text Notes from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in th


Big Business 12 offers New Networking to support:
• 64-bit Clients
• Sleeping Clients
• Secure Server

Big Business 12.12 updates New Networking. Please update Server AND Clients to use these features. Get Info or check Properties on Clients or email support@bigbusiness.com for help.

This Solution provides details. (7015)


Sent Emails extends built-in Notes to include Emails. Notes then include:
• Sent Notes - messages sent from one Employee to another
• Dated Notes - messages assinged a date
• System Notes - messages from automatic imports and connections
• Sent Emails - copies of sent emails, along with attachments

When saving or printing, choose any Email option and a Note will be saved along with attachme


Big Business includes incredibly powerful networking options to simplify setup, connect locally or remotely, host on premises or in the cloud, and much more.

This Chapter will provide details. (7012)


When you launch Big Business Client it displays any locally available Big Business Server on the Available tab. To connect to a remote Server enter a Name and IP Address on the Custom tab.

This Solution provides instructions for connecting to Big Business Server from a remote Client. (5528)


Big Business on the Mac can automatically print forms and reports as PDF and attach to new message in Mail.

This Solution provides setup details. (7006)


Big Business for Windows can automatically print forms and reports as PDF and attach to new message in Microsoft Outlook.

This Solution provides setup details. (7007)


Big Business can display an error when emailing and trying to send attachments (error when executing the method printopt_destset at line number 394; array range check error). To fix, Update or go to the Company card to Advanced tab and check the checbox to Enable Send Attachments.

This problem is fixed in Big Business 11.35 and 12.14. (7008)


Big Business lets you attach any file to any transaction by putting it in the Docs Folder. This is an instant solution for filesharing allowing you to save files where your team can find them. Others can see the Docs you added to an Order when they are creating the Invoice. They cannot see attachments you put with a PO if they do not have access to the PO tool.

This Chapter provides steps for


One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save instantly. Just choose Documents and Notes option in Docs Prefs for Filesharing.

This solution provides details. (7010)


One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save seamlessly. Just choose Documents option in Docs Prefs for Filesharing. Then in any window click Docs and click Paste to save a screenshot taken with Print Screen or Alt + PrtSc (for a window).

This Solution provides details. (7011)


Big Business makes it easy to email transactions and reports as PDFs. Install our free PDF Emailer software for Windows (already built-in for Mac) and choose Advanced Print Options. You can then select Email (Customer address), Send Email (Customer + Contact addresses), or Save As PDF, for any form. The Email options will automatically print to PDF and attach to a new message in your email prog


Web Services turned out to be impractical and a non-starter. We added a ton of code for connecting to Salesforce back when Web Services was the way. This did not pan out, in part because they charged you too much for API access, which of course they needed to do because Web Services is so complicated.

Big Business pivoted to using Modern API's that take a modular approach. This provides a fast


To demonstrate remote connections we set up a Mac Mini in Las Vegas. You are invited to connect to the Demo File.

This Solution tells how. (7003)


Folder Connect is an option to import and export files from a remote folder that uses File Transfer. Big Business supports FTP, SFTP, and FTPS protocols.

This Solution provides details. (7002)


BigBusiness 12 adds New Style formatting for on-screen text. This is a transition that will take time and care but may addresses several key issues:
• Apple changes the System Font each macOS -- New Style will better adapt
• Apple hides the System Font -- New Style may let you pick it (when a menu won't)
• Microsoft varies system appearance -- New Style will better adapt
• Windows Clients sc


Big Business lets you immediately use the TaxJar Connect add-on for getting taxes for New States, where you have a new need to file, without disrupting your existing Tax Statuses for your old states. Also, if you are using TaxJar Connect, you can add new New States readily.

This Solution describes using this option. (6999)


Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.

When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Documents from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in the


Big Business 12.13 fixes Smart Objects for Dark Prefs.

This Solution describes this feature. (6996)


We want it to be easy to run a Second Server. It is easy if you a second computer. If you want to run two instances of Big Business Server on the same server computer, you want Second Server.


If you are curious about a replacement for AccountEdge for Catalina, you are not alone. As the link below indicates, "AccountEdge is not and will not be Catalina-compliant".

This solution provides a few questions to ask yourself to determine if Big Business might be suitable replacement. (6993)


AVG protects you from malicious code by blocking anything suspicious. To install Big Business, turn off AVG by right-clicking it in System Tray and setting to Off. After installing Big Business, restart and rescan your machine to make sure it's clean.

This Solution provides details. (6991)


MacOS Catalina requires permission for Screen Capture.

Without permission, the Docs Screen Capture feauture will return an error:
Error when executing the method "bDoc_New" at line number 6.
The pathname is invalid. File Not Found. Blah, blah, blah.

To fix, enable Screen Recording permission as detailed below. (6992)


Item Prefs lets you set custom names, default entries, and automatic handling of item-related data. (6990)


Hide ETA changes the Order window to omit ETA, making room for Description2, and show Ship Date, instead.

This feature is being tested. (6987)


Logo Export has been added to make it easier to change your address or other contact information. Click Export on the Company card to save your old company artwork as an image file, then email to your artist. When you get the new art back, click Import. (6984)


Big Business 12 will update the Custom Form Report tool for 64-bit.

(6985)


MacOS Catalina protects you from malicious code by asking for all Installers to be Notarized. This means sending the files to Apple, where they scan for defects.

Unfortunately this scanning requires all contents be 64-bit, clean. This would mean dropping support for perfectly good setups like:
• Big Business 12 Old Client on El Capitan or Sierra
• UPS, FedEx, etc. using 32-bit ODBC
• Microso


Item Preset lets you choose a calcuation or automation to apply to the item.
Presets include:
• Built - the item is built from other items
• Bundle - the item includes other items
• Count - the item sets its Qty to a count of other items
• %Taxable - the item sets it Price to a percent of taxable items above it

This feature is being tested. (6983)


Emailing Statements is being added as a customization. To start, an Email Statements checkbox has been added to the Contact window that appears from Additional Contacts. This lets you set a recipient. (6979)


Refund Refundee lets you set a payee for refund checks when different than Customer Bill-To.


Role Name lets you see if a Contact is set as:
• Refundee - payee for refund checks when different than Customer Bill-To
• Email Statements - recipient for email statements


Add Column let you choose additional columns to show on Search Lists. Click Add (+) and then click on a column to add. (6982)


Big Business 12 supports Windows 7. New for 2020, Big Business 12 includes Old Clients which run on Windows 7 and Mac OS X El Capitan. Keep your old computers as is, get an instant upgrade to Big Business 12, and add new computers or update systems when you are ready.


Profit and Loss by Department exports Profit and Loss results for Departments, Unclassified (entries without a Department), and Totals. (6976)


Prorated pricing lets you purchase an Upgrade at discount if you have purchased the prior version in the past year. The calculation is simple. If you purchased half a year ago, you get half off Upgrade pricing. If you purchased three-quarters of a year ago, you get one-quarter off Upgrade pricing. (6975)


Big Business 12 offers Old Clients so you can make an instant switch to the newest version of Big Business without making changes to your current computers.

Old Clients are 32-bit, which makes them more compatible with:
• low-memory computers
• slow-video computers
• old Microsoft Outlook

(6973)


Putting new Big Business on ten or 20 computers? Upgrading Microsoft Office or Microsoft Outlook? Getting the newest macOS or Windows Update?

Big Business 12 solves common chicken-and-egg problems so you can install and instantly switch to a new version.

Then, instantly switch again for a new version of Microsoft Office, new macOS, or latest Windows Update. (6974)


Big Business 9 added the option to Update On Server. This feature tried to improve Client performance for Remote Clients by offloading updates to the server.

Unfortunately, this feature make errors possible, like making repeated changes before updates are processed.

This feature is being removed and its setting is ignored in Big Business 11.30.
(6330)



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