Skip to main content
English
English
English
English
Get help with technical product documents and troubleshooting guides
Search for articles...
Search results for:
web connector
How To Cancel Your Account (Subscription)
future invoices from being generated Stop any workflows from being generated Stop your
web
…
connector
and realtime website quoting Please note You can only delete your account if you are
View, Download and Print a Proposal PDF
now reflect the entire proposal acceptance flow - allowing for a much more accurate reflection of the
web
Forgot Your Password?
We recommend that the password you use for Ignition is unique and not used for any other
web
sites
Presentation
you are on a Pro or Pro+ plan, you will be able to include an optional landing page for additional
web
Connecting to QuickBooks
Learn how to
connect
to QuickBooks and all the
connection
settings… If you need to
connect
to another organization in QuickBooks, or remove the
connection
, simply click… How to
connect
to your QuickBooks Account
Import services from your
connected
ledger
How to import services from a
connected
ledger… Let's learn to import services from a
connected
ledger, either Xero or QuickBooks!… Navigate to the Services tab → click Import → click Import from
connected
ledger. 2
Importing Xero invoices to Xero Practice Manager
This course will guide you through setting up the integration, understanding the
connection
, and optimizing… If you have not authorised your Xero account yet, you will need to authorise your
connection
… Once
connected
there are a whole lot of settings you can configure, but we will point out the most important
Client activity log
Connected
apps… Email settings (invoice and payment emails) Tags Status changes Activity from
connected
Importing clients from a
connected
app
This will import all of your
connected
app clients in bulk to Ignition… The Import screen will list all of your clients in that
connected
app… your
connected
app → Import
Duplicate clients in Xero Practice Manager
This course will guide you through setting up the integration, understanding the
connection
, and optimizing… Whenever you have multiple client databases
connected
, there is a potential for client data duplication… (The drop-down list contains all clients from XPM if you have
connected
your XPM to Ignition) Creating
