Mothernode Commissions Setup and Reporting

In Mothernode’s Enterprise Edition, Sales Managers can track sales commissions on invoiced transactions easily with the proper setup (Administrator access required). Monthly Draw Setup (If Applicable) If your Sales team members receive a draw against commissions, access the user’s Mothernode account in Administration | User Profiles | Goals and Subscriptions. […]

Release Notes December 2021

Date: December, 2021 Release (2021-01A) Mothernode customers should take note of the following important changes and updates now available in their Mothernode account. As always, we encourage users to read the release notes. This release contains new features, enhancements, workflow changes, and bug fixes. New tutorials and product videos are […]

Syncing to QuickBooks Online, QuickBooks Desktop, and Xero

Mothernode CRM provides integration with a variety of accounting platforms including QuickBooks Online (QBO), QuickBooks Desktop (QBD), and Xero. This enables synchronization of Mothernode Invoices, Quotes and Purchase Orders to these programs seamlessly and efficiently. This article covers the common synchronization method that these three integrations share to sync Mothernode […]

Syncing Invoices, Quotes and POs to QuickBooks Desktop

Companies that use QuickBooks Desktop (QBD) can seamlessly integrate their Mothernode account with their QBD account to electronically transfer Mothernode Invoices and Purchase Orders (MN Enterprise Edition) or Mothernode Quotes to QBD using all other Mothernode Editions. Watch the video tutorial The following assumes that your Mothernode API setup with […]

Mothernode CRM API Setup with QuickBooks Desktop

Companies that use QuickBooks Desktop (QBD) can seamlessly integrate their Mothernode account with their QBD account to electronically transfer Mothernode Invoices and Purchase Orders (MN Enterprise Edition) or Mothernode Quotes to QBD using all other Mothernode Editions. Watch the video tutorial Mothernode CRM API (Admin) Setup The following setup guidance […]

Quote Line Item Calculations when Using Sub-Items

In Mothernode Quote, Order and Invoice transactions, line items may include sub-items so that parts, materials, labor and other elements can be detailed to show all critical components that are required to build the line item, including their costs. In the following example, a screen capture from a Mothernode quote, […]

Invoices – Updating Remit-to Address

The Remit-to address that appears on your invoices is managed under Administration | Company Profile. To modify the Remit-to address, select Billing Information from the menu, modify the address and click Save: The PO Contact section is an optional setting that allows you to specify a user to appear on […]

QuickBooks Sales Tax (QuickBooks Online)

QuickBooks Sales Tax (QuickBooks Online) When syncing Quotes and Invoices from Mothernode to QuickBooks Online, please note that by default, QuickBooks Online will control the initial sales tax calculation in the newly synced Estimate or Invoice. QuickBooks Online uses a default automated sales tax calculation named Based on Location, so […]