Manage Book

Profit Rhino avatar Michael Axtell avatar D
11 articles in this collection
Written by Profit Rhino, Michael Axtell, and Dillon Tiddick

Customizing Your Manage Book Section

This article provides an overview of adding categories and business types, and reorganizing your price book.
Michael Axtell avatar
Written by Michael Axtell
Updated over a week ago

Activating and Inactivating Business Types, Categories, and Sub-Categories

Stopping business types, categories, and sub-categories from showing up in your book. Inactivating and activating.
Profit Rhino avatar
Written by Profit Rhino
Updated over a week ago

Creating, Retrieving, & Printing Books

Mobile, Print Book, Price Book
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Written by Dillon Tiddick
Updated over a week ago

Manage Book - Category Bulk Actions

This article will describe how to inactivate and move categories inside of the Manage Book section in Profit Rhino
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Written by Dillon Tiddick
Updated over a week ago

Assigning GL Codes to Your Account Field in Profit Rhino

This article will walk you through the quickest easiest ways to assign your GL Codes that you have in Quickbooks to your Account field.
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Written by Dillon Tiddick
Updated over a week ago

Manage Book - Category Layout

In this article we'll talk about the different ways that Categories can be laid out and adjusted in SmartPrice
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Written by Dillon Tiddick
Updated over a week ago

Navigating The Book

This article will describe how to navigate the manage book section optimally
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Written by Dillon Tiddick
Updated over a week ago

Editing Tasks In A Book & Assigning Tasks To Multiple Categories

This article will describe the process for editing tasks directly from the manage book section and assigning tasks to multiple categories
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Written by Dillon Tiddick
Updated over a week ago

Adding Images & Descriptions To Business Types, Categories or Subcategories

This article will describe how to add images & descriptions to a business type, category, and subcategory.
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Written by Dillon Tiddick
Updated over a week ago

Creating and Removing Categories and Sub Categories

This article will describe how to create and remove Categories and Sub Categories from your Manage Book Section of the price book.
Profit Rhino avatar
Written by Profit Rhino
Updated over a week ago

Manage Book - Task/Add-On Toggle

This article details how to view Task or Add-on pricing at a glance in the Manage Book Section
Profit Rhino avatar
Written by Profit Rhino
Updated over a week ago