Over time, Mothernode customers may want to make updates to their inventory items such as material cost, components, or finished goods. You can make changes to your inventory items in the inventory record itself. Once the changes are saved all inventory items added to transactions from that point forward will […]
Setting QuickBooks Tax Rates in Mothernode
Syncing customers and vendors with identical names to QuickBooks
In rare but possible instances, you may have vendors that are also your customers (meaning you purchase from and sell to the same business), and therefore they are listed in both the Customer Module and Vendor Module in your Mothernode CRM account. For Mothernode customers who sync their purchase orders […]
QuickBooks Special Characters Causing Syncing Errors
Mothernode CRM lets users sync their Invoices, POs, and Quotes, along with Customer and Vendor information, with QuickBooks Desktop (QBD) and QuickBooks Online (QBO). While the process is generally seamless and is easy to do, there are a few issues that can interrupt the syncing service that are most commonly […]
QuickBooks Desktop Setup for Mothernode CRM
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 Motherndoe Quotes to QBD using all other Mothernode Editions. QuickBooks Desktop Setup To get started there are a few QBD setup items […]
Currency Codes and Exchange Rates
Mothernode CRM users who are selling outside their country can have access to current exchange rate information displayed in the transaction header and converted into the foreign currency based on the billing country. They can also communicate the currency in which their goods and services are being priced by using […]
Adding POs to Completed Orders
In certain circumstances, some Mothernode users might need to add additional Purchase Orders to a completed order. In this situation, there are a few processes users will need to observe, which are outlined below. Note that only processes within Mothernode are addressed in this article. Outside accounting processes may also […]
Mothernode Legacy Versions scheduled to sunset December 31, 2021
Important Update Regarding Your Mothernode Account Beginning January 1st, 2022, Mothernode Legacy Modules Will No Longer Be Available For Mothernode CRM Customers who began their subscription prior to June 2019, you currently have access to the Mothernode Legacy User Interface (UI). This UI will be retired at the end of […]
Setting up Mothernode Add-in for Outlook
Mothernode CRM provides a slick and highly capable Add-in for Outlook users for both Mac and Windows platforms. Users should note the add-in is only available for use for Mothernode customers who want to connect their Outlook 365 account, Outlook.com account, or Microsoft Exchange accounts. All other users should use […]
2-Step Authentication using your phone
Mothernode users can change the default settings for their 2-Step Authentication to have Mothernode send the confirmation code via text message to their phone. Mothernode CRM provides customers with additional security features and functions using Two-Factor authentication, AKA 2-Step Verification. Users are required to authenticate their Mothernode CRM session via […]