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growth.
SMALL BUSINESS SOFTWARE fees. $2.7K. marketing. $2.6K. travel. 700,000 +. USERS INSTALLED. Google Apps Marketplace. With 700,000+ installed users on Google Marketplace, OneUp is the fastest growing online accounting software for small business owners and accountants.ACCOUNTING BASICS
ONE UP Automatic Accounting is a powerful technology that eliminates most of the tedious work normally required in completing your company’s accounting. By retrieving financial transactional information from your company’s bank accounts and comparing it with data already existing in your system, you can expect up to 90% of yournormal
COMPTABILITÉ AUTOMATISÉEFACTURES D'ACOMPTE
Factures d'acompte. Vous pouvez constater la réception d'un acompte en effectuant un "Nouvel Encaissement de vente" (Ventes - Plus - Encaissements de vente). Vous recevez un acompte de 500€, puis vous émettez une facture de 1200€ pour laquelle il a été versé : LES CAISSES ET LA CLÔTURE DE CAISSE IMPORT JOURNAL ENTRIES Step 1: Retrieve journal entries from your prior solution. Each accounting solution has a different method of retrieving journal entries to be processed by OneUp. Consult the user guide of your solution in order to retrieve transactions in a tabular format, like CSV (comma-separated values). Some tips: HOW TO WORK WITH MULTIPLE CURRENCIES Updating Exchange Rate. 1. Use a service such as XE.com or Oanda.com to find out the current exchange rate. 2. Open Company Settings and scroll down to "Configure Multi-currency". 3. In "Configure Multi-currency", select the currency you want to update and click "Update Exchange Rate", update the rate and confirm as well asvalidate.
ONEUP DEVELOPERS
Field Name Type Description; id: integer: Automatically assigned when creating a task: name: string: The task name. notes: string: The task notes. status: string "done" if the task is completed, "todo"otherwise.
SETTING YOUR INITIAL CAPITAL, OPENING BALANCE AND CLOSING You would need to set up your accounting transaction: After registration of your closing balance from the previous year, you need to run a year end closing to start with the open balance into your new year. In the example above, you would close 2015 and start 2016 with ONEUPHELPBLOG30 DAYS FREE OneUp, Business and Banking all-in-one. Reinventing banking portals for SMBs. From A.I cash flow forecasting to invoicing, OneUp unleashes SMBs from admin and accounting tasks to focus on sustainability andgrowth.
SMALL BUSINESS SOFTWARE fees. $2.7K. marketing. $2.6K. travel. 700,000 +. USERS INSTALLED. Google Apps Marketplace. With 700,000+ installed users on Google Marketplace, OneUp is the fastest growing online accounting software for small business owners and accountants.ACCOUNTING BASICS
ONE UP Automatic Accounting is a powerful technology that eliminates most of the tedious work normally required in completing your company’s accounting. By retrieving financial transactional information from your company’s bank accounts and comparing it with data already existing in your system, you can expect up to 90% of yournormal
COMPTABILITÉ AUTOMATISÉEFACTURES D'ACOMPTE
Factures d'acompte. Vous pouvez constater la réception d'un acompte en effectuant un "Nouvel Encaissement de vente" (Ventes - Plus - Encaissements de vente). Vous recevez un acompte de 500€, puis vous émettez une facture de 1200€ pour laquelle il a été versé : LES CAISSES ET LA CLÔTURE DE CAISSE IMPORT JOURNAL ENTRIES Step 1: Retrieve journal entries from your prior solution. Each accounting solution has a different method of retrieving journal entries to be processed by OneUp. Consult the user guide of your solution in order to retrieve transactions in a tabular format, like CSV (comma-separated values). Some tips: HOW TO WORK WITH MULTIPLE CURRENCIES Updating Exchange Rate. 1. Use a service such as XE.com or Oanda.com to find out the current exchange rate. 2. Open Company Settings and scroll down to "Configure Multi-currency". 3. In "Configure Multi-currency", select the currency you want to update and click "Update Exchange Rate", update the rate and confirm as well asvalidate.
ONEUP DEVELOPERS
Field Name Type Description; id: integer: Automatically assigned when creating a task: name: string: The task name. notes: string: The task notes. status: string "done" if the task is completed, "todo"otherwise.
SETTING YOUR INITIAL CAPITAL, OPENING BALANCE AND CLOSING You would need to set up your accounting transaction: After registration of your closing balance from the previous year, you need to run a year end closing to start with the open balance into your new year. In the example above, you would close 2015 and start 2016 with AUTOMATIC ACCOUNTING Overview. Go to Accounting in the OneUp main menu and click or add a bank. Find and login to your bank within OneUp. Choose the date range and run your first sync. Use the Green “Validate” button, the Red “X” button, and the Blue “Create +” button to validate matches, decline suggested matches, or create data to match your bankentries.
ONEUP SECURITY
OneUp Security. OneUp provides multiple layers of security, including:. Encrypted User Authentication. Only users with a valid username and password can access a specific company account. A Username/password is not valid to access other company accounts. UPLOAD A CHART OF ACCOUNTS When uploading a file, OneUp uses the account number to decide where to place the account in the chart of accounts. It does so by identifying the family that has the most numbers in common at the beginning of the account number. So for example in this section of an existing Chart of Accounts: 50000 - Cost of Sales. 51000 - ProductCost.
SQUARE INVENTORY SYNC After the successful sync, go to Inventory Count Sheets in OneUp (at Inventory > Stock > Inventory Count Sheets) Name the Inventory Count (like "Spring 2015 Inventory") and be sure you select Square Location on the 1st step of the count sheet. Go to the 2nd step of SALES FAQ – ONEUP KNOWLEDGE CENTER Name it accordingly (“payment discount”) and link the correct account from your chart of accounts (such as “sales allowances”). Apply this service in your sales document using a negative quantity and the discount amount. For the same action in purchases, set up a non-tracked product for your discount (can also be used in sales).CREDIT MEMOS
Create a New Credit Memo. If a customer sends back goods or you need to credit a payment difference or adjust the customer balance for any other reason, you can create a new credit memo (under Sales - More - Credit Memos - New Credit Memo) that can then be applied to an open invoice in your customers balance. Please note: if goods are returned, you also need to generate an inventory entry CUSTOMIZE SALES DOCUMENTS AND PURCHASE ORDERS Document Templates. You can edit the default document template, or set up different document templates that can then be selected to print sales documents and purchase orders, in Company Settings. To create a template, go to - Company settings - Document Templates and click "edit "
INVENTORY FAQ
Inventory notifications. By default, when you create an inventory-managed product, OneUp will notify you when a particular action you are taking will cause it to have a negative inventory balance. This includes creating a sales order, delivery note or manualinventory
PURCHASING WORKFLOW WITH INVENTORY A purchase order is an approval document for ordering from your vendor. Purchase Orders are optional, if you don't use them, skip forward to Receiving Notes (if you need inventory movements generated) or Bills (that would not generate inventory movements, but directly post into your Cost of Goods sold in the P&L) To generate a purchaseorder to
ONEUP DEVELOPERS
Field Name Type Description; id: integer: Automatically assigned when creating a task: name: string: The task name. notes: string: The task notes. status: string "done" if the task is completed, "todo"otherwise.
ONEUPHELPBLOG30 DAYS FREE OneUp, Business and Banking all-in-one. Reinventing banking portals for SMBs. From A.I cash flow forecasting to invoicing, OneUp unleashes SMBs from admin and accounting tasks to focus on sustainability andgrowth.
SMALL BUSINESS SOFTWARE fees. $2.7K. marketing. $2.6K. travel. 700,000 +. USERS INSTALLED. Google Apps Marketplace. With 700,000+ installed users on Google Marketplace, OneUp is the fastest growing online accounting software for small business owners and accountants.ONEUP SECURITY
OneUp Security. OneUp provides multiple layers of security, including:. Encrypted User Authentication. Only users with a valid username and password can access a specific company account. A Username/password is not valid to access other company accounts.ACCOUNTING BASICS
ONE UP Automatic Accounting is a powerful technology that eliminates most of the tedious work normally required in completing your company’s accounting. By retrieving financial transactional information from your company’s bank accounts and comparing it with data already existing in your system, you can expect up to 90% of yournormal
GENERAL INFORMATION
General Information . Is there a limit for products handled in OneUp? 10,000 products is the recommended limit. OneUp does not limit the amount of products you can handle, but performance for a quantity of single products maintained will decrease significantly over 10,000items.
COMPTABILITÉ AUTOMATISÉE UPLOAD A CHART OF ACCOUNTS When uploading a file, OneUp uses the account number to decide where to place the account in the chart of accounts. It does so by identifying the family that has the most numbers in common at the beginning of the account number. So for example in this section of an existing Chart of Accounts: 50000 - Cost of Sales. 51000 - ProductCost.
FACTURES D'ACOMPTE
Factures d'acompte. Vous pouvez constater la réception d'un acompte en effectuant un "Nouvel Encaissement de vente" (Ventes - Plus - Encaissements de vente). Vous recevez un acompte de 500€, puis vous émettez une facture de 1200€ pour laquelle il a été versé : LES CAISSES ET LA CLÔTURE DE CAISSE CUSTOMIZE SALES DOCUMENTS AND PURCHASE ORDERS Document Templates. You can edit the default document template, or set up different document templates that can then be selected to print sales documents and purchase orders, in Company Settings. To create a template, go to - Company settings - Document Templates and click "edit "
ONEUPHELPBLOG30 DAYS FREE OneUp, Business and Banking all-in-one. Reinventing banking portals for SMBs. From A.I cash flow forecasting to invoicing, OneUp unleashes SMBs from admin and accounting tasks to focus on sustainability andgrowth.
SMALL BUSINESS SOFTWARE fees. $2.7K. marketing. $2.6K. travel. 700,000 +. USERS INSTALLED. Google Apps Marketplace. With 700,000+ installed users on Google Marketplace, OneUp is the fastest growing online accounting software for small business owners and accountants.ONEUP SECURITY
OneUp Security. OneUp provides multiple layers of security, including:. Encrypted User Authentication. Only users with a valid username and password can access a specific company account. A Username/password is not valid to access other company accounts.ACCOUNTING BASICS
ONE UP Automatic Accounting is a powerful technology that eliminates most of the tedious work normally required in completing your company’s accounting. By retrieving financial transactional information from your company’s bank accounts and comparing it with data already existing in your system, you can expect up to 90% of yournormal
GENERAL INFORMATION
General Information . Is there a limit for products handled in OneUp? 10,000 products is the recommended limit. OneUp does not limit the amount of products you can handle, but performance for a quantity of single products maintained will decrease significantly over 10,000items.
COMPTABILITÉ AUTOMATISÉE UPLOAD A CHART OF ACCOUNTS When uploading a file, OneUp uses the account number to decide where to place the account in the chart of accounts. It does so by identifying the family that has the most numbers in common at the beginning of the account number. So for example in this section of an existing Chart of Accounts: 50000 - Cost of Sales. 51000 - ProductCost.
FACTURES D'ACOMPTE
Factures d'acompte. Vous pouvez constater la réception d'un acompte en effectuant un "Nouvel Encaissement de vente" (Ventes - Plus - Encaissements de vente). Vous recevez un acompte de 500€, puis vous émettez une facture de 1200€ pour laquelle il a été versé : LES CAISSES ET LA CLÔTURE DE CAISSE CUSTOMIZE SALES DOCUMENTS AND PURCHASE ORDERS Document Templates. You can edit the default document template, or set up different document templates that can then be selected to print sales documents and purchase orders, in Company Settings. To create a template, go to - Company settings - Document Templates and click "edit "
ONEUP SECURITY
OneUp Security. OneUp provides multiple layers of security, including:. Encrypted User Authentication. Only users with a valid username and password can access a specific company account. A Username/password is not valid to access other company accounts.ABOUT ONEUP
Invoicing: Flexible options for billing your customers from your phone or desktop with quotes, invoices and sales orders; Accounting: No need for a separate tool for managing your finances.Automatically reconcile bank accounts and generate real-time reports; CRM and Leads: Lead interaction records allow you to close more sales; Time and Projects: Enter tasks and time sheets for your projectsGENERAL INFORMATION
General Information . Is there a limit for products handled in OneUp? 10,000 products is the recommended limit. OneUp does not limit the amount of products you can handle, but performance for a quantity of single products maintained will decrease significantly over 10,000items.
SALES DASHBOARD
1) Invoicing. In the above example: complete circle: $146.1K = total potential sales for August that could be invoiced and generate income. Green: $50.3K have been invoiced, so, 34% of all potential sales are now real sales. Yellow: $54.1K are either quotes or open sales orders to follow up or handle soon. DELIVER PRODUCTS WITH PICKING LISTS This guide contains actions useful for preparing orders and delivering them using picking lists and delivery notes.. Sales Orders. Enter your customer order as a sales order directly with New Sales Order or Convert Quotes.If you intend for your order to update inventory levels, make sure your order has at least one inventory enabled (in product settings, the field "Track Inventory" must stand SALES WITH INVENTORY Sales Orders. Sales Orders are an approval step when your Leads or Customers commit to a sale. The sales order normally confirms the sales agreements, so all information that is later on also to be found in delivery notes or invoices will already be set up here (like currency, delivery date, payment terms, discounts, taxes and documentnotes).
INVENTORY FAQ
Inventory notifications. By default, when you create an inventory-managed product, OneUp will notify you when a particular action you are taking will cause it to have a negative inventory balance. This includes creating a sales order, delivery note or manualinventory
PURCHASING WORKFLOW WITH INVENTORY A purchase order is an approval document for ordering from your vendor. Purchase Orders are optional, if you don't use them, skip forward to Receiving Notes (if you need inventory movements generated) or Bills (that would not generate inventory movements, but directly post into your Cost of Goods sold in the P&L) To generate a purchaseorder to
IMPORT JOURNAL ENTRIES Transaction ID. ID number of the journal entry. This is used to specify which debit and credit lines comprise a journal entry during import. This number will not be stored in the transaction, as OneUp will generate new transaction IDs upon importing, based on anyONEUP DEVELOPERS
Field Name Type Description; id: integer: Automatically assigned when creating a task: name: string: The task name. notes: string: The task notes. status: string "done" if the task is completed, "todo"otherwise.
SMALL BUSINESS SOFTWARE OneUp is the online accounting software to run your small business. All-in-one accounting, inventory, invoicing & CRM. Try Free Now! ONEUPHELPBLOG30 DAYS FREE OneUp, Business and Banking all-in-one. Reinventing banking portals for SMBs. From A.I cash flow forecasting to invoicing, OneUp unleashes SMBs from admin and accounting tasks to focus on sustainability andgrowth.
LES CAISSES ET LA CLÔTURE DE CAISSEFACTURES D'ACOMPTE
Vous pouvez constater la réception d'un acompte en effectuant un "Nouvel Encaissement de vente" (Ventes - Plus - Encaissements de vente). Exemple : Vous recevez un acompte de 500€, puis vACCOUNTING BASICS
Automatic accounting from bank statements ONE UP Automatic Accounting is a powerful technology that eliminates most of the tedious work normally required in COMPTABILITÉ AUTOMATISÉE SETTING YOUR INITIAL CAPITAL, OPENING BALANCE AND CLOSING Tip: If you need to create an opening balance as of 01/01, but want to set up balance sheet as well as P&L, it might be best to create this accounting transaction for all balances as of 12/31 (previous year) and then use the year end closing, that will allow you to start with opening balances into the new year. HOW TO WORK WITH MULTIPLE CURRENCIES Currency activation and set up. Currency management can be activated in company settings :. click on YES to manage multi currency; click on "configure multi currencies" to add currencies and maintain the exchange ratesclick on "add currency" to select the one you needONEUP DEVELOPERS
Field Name Type Description; id: integer: Automatically assigned when creating a task: name: string: The task name. notes: string: The task notes. status: string "done" if the task is completed, "todo"otherwise.
SMALL BUSINESS SOFTWARE OneUp is the online accounting software to run your small business. All-in-one accounting, inventory, invoicing & CRM. Try Free Now! ONEUPHELPBLOG30 DAYS FREE OneUp, Business and Banking all-in-one. Reinventing banking portals for SMBs. From A.I cash flow forecasting to invoicing, OneUp unleashes SMBs from admin and accounting tasks to focus on sustainability andgrowth.
LES CAISSES ET LA CLÔTURE DE CAISSEFACTURES D'ACOMPTE
Vous pouvez constater la réception d'un acompte en effectuant un "Nouvel Encaissement de vente" (Ventes - Plus - Encaissements de vente). Exemple : Vous recevez un acompte de 500€, puis vACCOUNTING BASICS
Automatic accounting from bank statements ONE UP Automatic Accounting is a powerful technology that eliminates most of the tedious work normally required in COMPTABILITÉ AUTOMATISÉE SETTING YOUR INITIAL CAPITAL, OPENING BALANCE AND CLOSING Tip: If you need to create an opening balance as of 01/01, but want to set up balance sheet as well as P&L, it might be best to create this accounting transaction for all balances as of 12/31 (previous year) and then use the year end closing, that will allow you to start with opening balances into the new year. HOW TO WORK WITH MULTIPLE CURRENCIES Currency activation and set up. Currency management can be activated in company settings :. click on YES to manage multi currency; click on "configure multi currencies" to add currencies and maintain the exchange ratesclick on "add currency" to select the one you needONEUP DEVELOPERS
Field Name Type Description; id: integer: Automatically assigned when creating a task: name: string: The task name. notes: string: The task notes. status: string "done" if the task is completed, "todo"otherwise.
PURCHASING WORKFLOW WITH INVENTORY Vendor Bills. Vendor bills are the financial document stating how much money you owe your vendor for which products ordered.. Use New Vendor Bill or create it by clicking "Bill" next to your receiving note in the corresponding list in the inventory menu.; When you create a bill, ONE UP automatically records accounting entries for you. Please note: If you need to add shipping costs, services SQUARE INVENTORY SYNC Overview of Square Inventory. OneUp for Square enhances your Square experience by adding a full inventory system alongside. For each item in Square, we create aCREDIT MEMOS
Create a New Credit Memo. If a customer sends back goods or you need to credit a payment difference or adjust the customer balance for any other reason, you can create a new credit memo (under Sales - More - Credit Memos - New Credit Memo) that can then be applied to an open invoice in your customers balance. Please note: if goods are returned, you also need to generate an inventory entry CUSTOMIZE SALES DOCUMENTS AND PURCHASE ORDERS Customize Sales Documents and Purchase Orders Please note: Customization is available for ALL plans ONLY account administrators have access to customization features This article refers to invoice HOW TO WORK WITH MULTIPLE CURRENCIES Currency activation and set up. Currency management can be activated in company settings :. click on YES to manage multi currency; click on "configure multi currencies" to add currencies and maintain the exchange ratesclick on "add currency" to select the one you needONEUP DEVELOPERS
Field Name Type Description; id: integer: Automatically assigned when creating a task: name: string: The task name. notes: string: The task notes. status: string "done" if the task is completed, "todo"otherwise.
AUTOMATIC ACCOUNTING Automatic Accounting OneUp Automatic Accounting is powerful technology that eliminates most of the tedious work normally required in completing your company’s accounting. By retrieving financial trVAT AND SALES TAX
OneUp supports both worldwide VAT and U.S. sales tax. Jump to VAT section(for a company based outside U.S.A.) Jump to Sales Tax section (for a company based in U.S.A.) VAT Section - for a comp ACCOUNTING INVOICINGINVENTORY CRM
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Thank you! Your submission has been received! Oops! Something went wrong while submitting the formProfit or Loss
$19.3K
profit
$66.6K
Revenues
$47.2K
costs
$19.3K
profit
Accounting
Profit or Loss
$19.3K
PROFIT
$66.6K
income
$47.2K
expense
$19.3K
Profit
Cash Flow
$ 118 145
$58,4K
DEPOSITS
$-12,2K
PAYMENTS
Income Breakdown
$66.6K
Income
$7.8K
assemblies
$58.7K
products
Expenses Breakdown
$50.2K
Expense
$1.8K
company
$1.7K
commissions
$1.6K
postage
$31.9K
rent
$7.9K
fees
$2.7K
marketing
$2.6K
travel
700,000+
USERS INSTALLED
Google Apps Marketplace With 700,000+ installed users on Google Marketplace, OneUp is the fastest growing online accounting software for small business ownersand accountants.
Go to Google MarketplaceSEAMLESS INVOICING
Stay on top of your billing. Create, customize and send invoices in a click. Get paid on time.Learn more STRESS-FREE ACCOUNTING No more manual entries. OneUp synchronizes with your bank and automates 95% of your accounting.Learn more UP-TO-DATE INVENTORY Never run out of stock again. OneUp automatically adjusts your inventory levels and tells you when to reorder.Learn moreSIMPLIFIED CRM
Never miss a sale. Manage your leads and opportunities and set reminders for timely follow-ups.Learn more "Exceptionally sophisticated inventory management and product-pricing tools for small businesses." "ONE UP eliminates the tedious accounting that takes hours and reduces it to a couple of minutes a month. IT'S AS IF YOU HAD A CPA ON YOUR SHOULDER." "Automatically syncs with bank accounts, providing suggested entries that can be validated with one click." "OneUp gives you your free time back."My bank
ATM Blue bottle
03/23/15
Coffee Shop Blue Btle - Meals and Entertainment$18.00
Validate
Office depot
03/23/15
Office Depot - Office expense$584.00
Validate
Depot
03/23/15
Cartier - Customer Payment Invoice #677$10,340
Validate
AUTOMATIC ACCOUNTING Want to spend less time on manual tasks? Now you can focus on what truly matters for your business. OneUp syncs with your bank, retrieves your transactions and automates 95% of your accounting. Encrypted technology means your data is in good hands. EVERYTHING YOU NEED TO RUN YOUR BUSINESS Tired of switching between applications? The all-in-one business management software you were waiting for is here, and it’s in the cloud! Take care of your accounting, invoicing, inventory and CRM directly from your mobile or laptop. TAKE YOUR BUSINESS ON THE ROAD Create a quote, convert it into an invoice and send it to your client in just a few clicks. No need to compromise on performance when you’re on the go: with identical features across your devices, OneUp allows you to run your business wherever you may be. WHAT BUSINESS OWNERS LIKE YOU HAVE TO SAY: When we were searching for a low cost CRM to help us get up and running, OneUp caught our eye. It did everything we needed right out of the box and gave us the ability to expand into warehouse management. Because we are building our business around outstanding service, having a fully functioning mobile app was the real kicker. Our lab partners are thrilled to discover they can request a quote and receive it within minutes, not hours or days. Stellar Scientific and OneUp have been hand in hand since day one!Lee Lowenstein
Stellar Scientific
We started our company back in 2010. Helping customers solve their problems is something we enjoy more than anything. We tried several cloud-based ERP solutions but OneUp was the only one that met all our needs and was affordable, simple and easy to use. The support we got from day one was awesome. For us there was no looking back.Faraz Anwer
IT Consulting and Service Provider We import and sell handcrafted spectacles and sunglasses to exclusive optical stores. We chose OneUp after a long search for an ERP system able to manage our activity. OneUp has the modules and features that we need to manage our day-to-day activity, from inventory tracking to purchasing and invoicing. We like the simple interface at a price that fits our budget. With OneUp we were able to set up and be productive in just few days and with almost no learning curve.Massimo Armiraglio
Ottica Dante
We manufacture and distribute herbal supplements and aromatherapy for mental wellness. I love that we make a real difference in people’s lives. We researched many, MANY systems. OneUp has everything we need, and is super slick and easy. Access anywhere any time was also important, so being online-based is perfect for us.Alain Roy
Veeva
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With 700,000+ installed users, OneUp is the fastest online accounting software for small business owners and accountants. Features include accounting, invoicing, inventory and CRM, and are fully available on both mobile and desktop. With OneUp, runs your business anywhere,anytime.
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