Move Vendor List From Quickbooks to Restaurant365

Move Vendor List From Quickbooks to Restaurant365

If you use Quickbooks and are now setting up Restaurant365, moving your vendor list over is easy.  Just follow the steps below: In Quickbooks go to Reports – List and run the Vendor Contact List report On this report click the “Customize Report” button in the upper left corner In the window that pops up, in the Columns box, select the following columns (and uncheck any others that might be selected).  Be sure to choose this exact list of columns, then click OK Active Status, Vendor, Phone, Fax, Contact, Bill From 1, Bill From Street 1, Bill From Street 2, Bill From … Continued
Security Role Descriptions

Security Role Descriptions

Security Roles in Restaurant365 determine the access a User has in Restaurant365.  Security Roles are broken down by two types: Primary and Secondary.  Each User must have a Primary Role to be able to log in to the system.  Additional Secondary Roles can then be applied as needed to grant the User additional system access (additional modules, screens, features, menus etc.).  For steps on how to assign Security Roles to Users, please refer to the User Setup, Security, and Location Access training. Primary Roles Accounting Manager – Access to almost all functions in the system.  It includes access associated with … Continued
KB: How do I import Excel CSV with Leading Zeros?

KB: How do I import Excel CSV with Leading Zeros?

Importing Excel CSV files with Leading Zeros When importing, or exporting files to and from Restaurant365 the required excel file format is CSV (Comma Delimited). In this file type, Excel will automatically delete leading zeros (a string of numbers that starts with at least one zero, i.e., 00123) causing inconsistency between R365 and the data in Excel. For example the following Vendor Item Number contains leading zeros: CSV files opened in Excel, will have any leading zeros automatically removed, as shown below:   If this file is imported as a New AP invoice transaction, the Vendor Item number will not be … Continued
Print 1096 Tax Forms

Print 1096 Tax Forms

Per the IRS tax code, certain vendors must be classified as 1099 Vendors. Having 1099 Vendors requires those purchasing from them to submit a 1099 tax form. A 1096 tax form acts as an additional informative document for the IRS. Form 1096 primarily contains information relating to the Legal Entity that has made payments to 1099 vendors.  If a 1096 form is required in addition to 1099 tax forms, these can be prepared and printed in Restaurant365. Click here for more information on Printing Form 1099   Form 1096 1) Filer’s Name – Name and address of the Legal Entity 2) … Continued
Creating a Check Signature

Creating a Check Signature

How to Properly Create a Check Signature in Restaurant365 Resaurant365 gives Users the option to upload a signature to be included on checks for transactions involving Bank Accounts. If the signature and the file containing the signature are not formatted correctly, the signature function may not work properly. Use the following steps to create a signature correctly to be used in Restaurant365. How to Print Check with Signature and Other Settings: Please refer to the Check Signatures article for additional information on how to use ‘Print Check with Signature’ Please refer to the Bank Account Record for more information on … Continued