Running HandiFox Online in a stand-alone mode
The integration of HandiFox Online with QuickBooks Online is optional, which makes you free to run HandiFox in a standalone mode. Here’s when it makes most sense:
- you are not on QuickBooks and handling accounting elsewhere;
- you would like to evaluate and explore the app’s resources without sharing any sensitive data.
The standalone configuration will have you create or bulk-import inventory items, vendors and customers. This also means that you’ll have to determine currencies, payment methods, terms of business and other settings all the way down to additional sales fields, by yourself. These settings are in control of HandiFox unlike when it’s connected to QuickBooks.
If after using the standalone mode for some time you decide to tie HandiFox to QuickBooks Online, you’ll be required to link up your QuickBooks company file for HandiFox to start pulling inventory, purchasing, and sales records from there. The data created previously, however, will be deleted. To execute this data transfer, contact us so we can export and import your data safely into QuickBooks Online.
If you are on QuickBooks Online and looking to evaluate the seamless integration and inventory control the HandiFox app offers, make use of the free 14-day trial to test how HandiFox and QuickBooks work when coupled. After signing in, go to Integrations → All Add-ons and click the Connect button next to the QuickBooks logo. The system will require you to log in to your QuickBooks account, if you are not logged in yet. Then, select the company file and authorize access to it.
Key takeaways and action items:
- If you are not on QuickBooks or just looking for a standalone inventory management system, you’ve come to the right place. Sign into HandiFox Online and head over to the setup steps outlined on the Dashboard. Make sure to skip the “Integrations with 3rd Party Solutions” step. Proceed by creating or importing Items, Vendors, and Customers.
- If you are on QuickBooks but connecting your company file is a bit of a concern, act as suggested in 1)
Please do not hesitate to reach out to us, if there is any confusion or questions that stop you proceeding with the trial at that point.
Check the step-by-step user manual in HandiFox Online Wiki.
Watch the Getting Started with HandiFox Online video to make sure you are on the right track with the initial set-up