Technical Support
QuickBooks Desktop Synchronizer Q&As
This articles assumes that you already have downloaded and installed the QuickBooks synchronizer. Please refer to our walkthrough for a step-by-step installation guide. Question - On Which PC Should I Install the Synchronizer? You do NOT need to ...
How Can I Limit QuickBooks Desktop Syncs To Night Time?
This articles assumes that you already have downloaded and installed the QuickBooks synchronizer. Please refer to our walkthrough for a step-by-step installation guide. Our QuickBooks data sync is designed to be very efficient and incremental. Every ...
How Can I TroubleShoot QuickBooks Sync Issues?
This articles assumes that you already have downloaded and installed the QuickBooks synchronizer. Please refer to our walkthrough for a step-by-step installation guide. Issue - I installed the synchronizer but could not add transactions from ...
Are Mobile Devices Supported?
Sales Cookie is a responsive web application. We've optimized rendering for different devices, including cell phones, tables, laptops, and desktop screen sizes. The web interface dynamically detects and adapts to your current window's size. For ...
Can You Help Me Create A Custom Report?
Sales Cookie provides the capability for Excel, Power BI, Tableau (or any other OData client) to access all of your plan calculation data. We will assist you with issues regarding data retrieval or connecting free of charge. However, custom reports ...
What Is The Best Way To Call You?
Nobody likes to be put on hold for several minutes. It's an understatement that it feels unproductive to listen to music while being told repeatedly that "your call is important to us". Many leading organizations have understood that a support model ...
Which Types of Support Channels Are Available?
Both trial and paid plans come with unlimited access to our knowledge base and video tutorials. Email technical support is also included with all plans. If an issue cannot be promptly be resolved via email, we will schedule a call with you. To learn ...
Which Types of Issues are Covered by Technical Support?
Here are some of the issues our technical support can help you with and are included with your subscription: Accessing your account Initial plan configuration (within limits) Understanding or using application features Explaining how incentive ...
Customer Support Service Agreement
This Customer Support Service Agreement provides support-related terms and conditions for all Sales Cookie Services. Support Availability Support is available during normal business hours, Monday through Friday, from 9 AM to 6 PM Pacific Time. The ...
Popular Articles
How Do Advanced SQL Statements Work?
What Are Advanced SQL Statements? Our technical team may configure advanced SQL statements which operate directly against the database. This is done a/ for performance reasons, b/ to perform complex queries spanning multiple entities, or c/ to ...
Do You Have A Plan Configuration Checklist?
We recommend using the following checklist to verify plan configuration. This is a very detailed checklist to help ensure (almost) nothing has been missed. ================ Plan Configuration Check List ================ Plan - Sanity Check [x] My ...
Defining Attainment Levels and Associated Rewards
Incentive design step This article is referenced by our incentive design guide as step #4. Once you have chosen a performance metric (ex: revenue) and a way to measure it (ex: raw value), you have to define attainment levels and associated rewards ...
Checking If Transactions Can Be Credited To a Team (Advanced)
Applicability This topic is applicable to the following scenario: You are creating a new incentive plan You want to measure sales performance by individual Sales transactions have one of the following issue They do not include "Owner / Sold By" data ...
How Can I Assign Users To Plans?
Sales Cookie makes it easy to assign users to plans. In fact, plan assignment can be automated so that, as you add more users, they are automatically assigned to the right plans. Assigning Users To Plans To assign users to plans, start from plans: ...