Kelly Tyndall

SingleOps In-App Success Center

1. Success Center
2. Getting Started

  What you need, at your fingertips. Explore our in-app area for valuable updates, team access, and useful resources. Simply click on the Help button, located in the upper right corner of your scr...

• Edited March 31, 2025 15:31
• 3 followers
• 0 comments
• 0 votes

iOS Update (16.4.1)

1. Success Center
2. Troubleshooting

  The latest iOS Update (16.4.1) has broken many apps like ours that offer mapping and location functionality within a web frame. Our team is investigating this issue, however Apple has not communi...

• Edited April 28, 2023 13:39
• 4 followers
• 0 comments
• 11 votes

Connect or Re-Connect QuickBooks Online

1. Knowledge Base
2. Quickbooks

In this article: Sync QuickBooks Online with SingleOps Connect QuickBooks Online Video Re-Connect QuickBooks Online Important QuickBooks Resources If you are out of Implementation, and looking to c...

• Edited October 24, 2024 15:35
• 0 followers
• 0 comments
• 2 votes

Create a PHC Leave Behind or Completion Report

1. Knowledge Base
2. Communication

Create a PHC Leave Behind or Completion Report  PHC Leave Behind or Completion Report Example   Create a PHC Leave Behind or Completion Report  Navigate to: Setup > Templates > Email Templates Se...

• Edited August 15, 2024 13:32
• 1 follower
• 0 comments
• 0 votes

Quickbooks Sync Advanced Troubleshooting

1. Knowledge Base
2. Quickbooks

Clear ID QBO Invalid Grant  3170 Dividing Date   Clear ID If you have created these invoice in QB or they have been unlinked from the SingleOps version you may want to delete them in QB before syn...

• Edited August 14, 2024 14:40
• 2 followers
• 0 comments
• 0 votes

Switch Quickbooks Accounts

1. Knowledge Base
2. Quickbooks

Common Scenarios  QBD > QBO, Migrating Company File  QBD > QBO, New Company File (Not Migrating Old File) Common Scenarios As your business grows and changes, you may need to connect a new Quickboo...

• Edited October 01, 2024 19:58
• 1 follower
• 0 comments
• 0 votes

Reconcile ProPay Funds

1. Knowledge Base
2. Invoices & Payments

How Does ProPay Batch Funds? Gross Funding vs Net Funding Steps to Reconcile in SingleOps Steps to Reconcile Outside of SingleOps   How Does ProPay Batch Funds? Payment Taken  Next day funding Fu...

• Edited February 13, 2025 16:22
• 2 followers
• 0 comments
• -1 votes

Merchant Processor Overview

1. Knowledge Base
2. Invoices & Payments

    ProPay  OpenEdge  Owner/Company Each is a division of Global Payments, the leading worldwide provider of payment technology and software solutions. CC Fees Competitive flat rates + 2...

• Edited October 03, 2024 18:01
• 1 follower
• 0 comments
• -2 votes

Update Item Costs and Prices

1. Knowledge Base
2. Admin & Account Settings

In this article: Bulk Update Item Costs Bulk Update Item Prices Bulk Update Margins Update Item Costs and Prices (Video) Rounding Options Common Examples   Bulk Update Item Costs  Navigate to: ...

• Edited August 13, 2024 14:54
• 1 follower
• 0 comments
• 0 votes

Lead Entry API

1. Knowledge Base
2. Jobs

In this article: What is the Lead Entry API? Technical Requirements SingleOps API (Customers, Leads, Task) URL Patterns & Credentials Account Groups Auth Parameters Example GET request with URL p...

• Edited June 23, 2025 14:53
• 3 followers
• 0 comments
• 0 votes