Written by Bob, posted in 
Here are some handy shortcut keys for use with Tigerpaw: Read the rest of this entry »
To install Service Packs, go through these steps:
Service Orders in Tigerpaw have two fields that can be used to control the procedures and flow of each order. This document lists several different coding schemes that different clients use. No one company would use all of these, but you may find them useful. Each Service Order has one Type, but the Status can be changed as the order progresses through your process to indicate who is responsible for processing it.
Information on the importation of data from Tigerpaw into QuickBooks (Pro 2004) using the Detailed Link developed by WTS.
The additional detailed link for customers transfers much more information about your customers from Tigerpaw to QuickBooks. This transfer program was written using QuickBooks 2005 Pro. It should work with prior versions, but has not been tested. If you are using an earlier version, please test with one or two customers before fully implementing.
Background
When Tigerpaw (TP) and QuickBooks (QB) are combined into a solution, Tigerpaw initiates all invoices. If the TP customer and items are subject to sales taxes, then TP computes the tax amount, adds it to the item total on the invoice, and totals the amount the customer should remit. In addition, a batch process is run periodically that gathers all posted invoices since the last run, and creates a file for importing into QB. This article contains the invoice header information, line item information, and sales tax information.
QuickBooks Vendors: If you use QuickBooks Pro to write checks, then you have created Vendors in QuickBooks. These Vendors can be shown from the Menu by Lists –> Vendor Lists. A problem with the importation of customer and invoice information from Tigerpaw can exist where the QuickBooks Vendor has the same name as the incoming Tigerpaw A/R Customer #.
This is a compilation of ideas, tips, and suggestions that have accumulated from working with different clients. These apply to Tigerpaw Software CRM+.
Tigerpaw Accounting Configuration:
Each client will use different General Ledger accounts, so this document addresses these accounts in generic terms. If you not plan to use one of these functions, you do not need to fill it in.
