Set Up Your Account

This section will walk you through how to get started with Goodshuffle Pro

105 articles in this collection
Written by Andrew Garcia, Erik Dreyer, Karen Gordon and 7 others

Quick Links to Get Your Essentials Set Up

Get started setting up your account with these helpful articles!

Written by Samantha Smith
Updated over a week ago

Do I need my own Stripe account?

This article walks through how a Stripe Profile is created in Goodshuffle Pro.

Written by Melissa Teague
Updated over a week ago

Managing Your Directory

How to add and view Clients, Companies, & Venues in your Directory. Learn how to give customers and clients private discounts.

Written by Karen Gordon
Updated over a week ago

How can I upgrade a Crew User to a Sales User?

Here's how you can upgrade a Crew User to a Sales User from your account settings.

Written by Colin Connor
Updated over a week ago

Benefits of Stripe Connect

Goodshuffle Pro is proud to exclusively partner with Stripe to process payments for our users.

Written by Samantha Smith
Updated over a week ago

Connect With Google Calendar

How to sync your projects with Google Calendar plus access item details from your calendar

Written by Karen Gordon
Updated over a week ago

Speed Troubleshooting

Experiencing slowness? Here are some tips to help ensure your system is allowing you to zip through Goodshuffle Pro.

Written by Colin Connor
Updated over a week ago

How to opt back in to receive Goodshuffle Pro emails

If you've unsubscribed from all emails, you're missing out on our weekly user newsletter + more. Opt back in & receive the content you want!

Written by Carmen Bodziak
Updated over a week ago

What is the IP Exclusion List?

Here's what the IP Exclusion List on your Account Settings means.

Written by Colin Connor
Updated over a week ago

How does Goodshuffle Pro's referral bonus work?

An overview of how to refer a new customer or company to Goodshuffle.

Written by Samantha Smith
Updated over a week ago

Best practices

How can I change the account owner on my subscription?

Here's how you can change who is the account owner on your subscription if you are selling or transitioning your business.

Written by Colin Connor
Updated over a week ago

How can I see my client's phone numbers from my project list?

Here's how you can add the 'Client Phone' Custom Column to your project list.

Written by Colin Connor
Updated over a week ago

Coronavirus (COVID-19) guide and resources

A list of helpful information and resources to help navigate the coronavirus pandemic

Written by Erik Dreyer
Updated over a week ago

Adding Goodshuffle Pro as a "Safe Sender" in Microsoft Outlook / Live

Steps on how to add Goodshuffle Pro's email address as a whitelisted email sender

Written by Andrew Garcia
Updated over a week ago

How can I hide incoming client messages to avoid marking them as read?

Here's how you can set a filter in your Gmail account to avoid opening a message and having it marked as 'Read' in Goodshuffle Pro.

Written by Colin Connor
Updated over a week ago

Goodshuffle Pro Group Training Sessions

Here's where you can find out more about our next round of Group Training Sessions.

Written by Colin Connor
Updated over a week ago

How can Goodshuffle Pro remember my login information?

Here's how you can quickly dive back into Goodshuffle Pro.

Written by Colin Connor
Updated over a week ago

Why shouldn't I forward or copy & paste my invoice links?

Here are a few reasons why you should only send the quotes from Goodshuffle Pro to the person signing & paying for the event.

Written by Colin Connor
Updated over a week ago

What Custom Columns should I have on my Project List?

Here are some best practices and example scenarios for how to set up your project list.

Written by Colin Connor
Updated over a week ago

How can I access Goodshuffle Pro from my mobile iOS (Apple) device?

Craving the ease of accessing our site in the form of a digital app? Here's how you can save our site as an app icon on your mobile device.

Written by Mallory Mullen
Updated over a week ago

How can I manage my team on my account?

How can I swap the Account Owner on my account?

Here's how you can swap who the Account Owner is on your Goodshuffle Pro Subscription with another teammate.

Written by Colin Connor
Updated over a week ago

How can I schedule my team using Goodshuffle Pro?

Here are a few quick tips on how to schedule your team using Goodshuffle Pro

Written by Colin Connor
Updated over a week ago

What’s a Seat vs. a Teammate?

What's the difference of adding/removing seats vs. adding/removing teammates? What do you do if an employee quits or gets fired?

Written by Karen Gordon
Updated over a week ago

Add or Remove Teammates

Add or remove teammates from current seats, or add/remove the seat itself.

Written by Karen Gordon
Updated over a week ago

How can I manage the taxes on my account?

How can I delete a Tax Type on my account?

Here's how you can delete a Tax Type in your account settings.

Written by Colin Connor
Updated over a week ago

How can I edit or adjust the default tax on my account?

Here's how you can change which taxes will automatically apply when creating new items.

Written by Colin Connor
Updated over a week ago

How can I update the tax rate for an existing area on my account?

Here's how you can quickly update the tax rate for an existing city, county, or state on your account.

Written by Colin Connor
Updated over a week ago

What does 'Add Unincorporated Places Tax Rate' mean?

Here's what adding an incorporated tax rate will do when editing your tax types.

Written by Colin Connor
Updated over a week ago

Setting Up Tax Types With Locations

A step-by-step guide to setting up your tax types and handling different tax rates for different locations

Written by Karen Gordon
Updated over a week ago

How can I assign taxes to an overridden project?

Here's how you can resolve a project with overridden taxes and reconcile your tax report.

Written by Colin Connor
Updated over a week ago

How does Goodshuffle Pro calculate taxes?

Written by Colin Connor
Updated over a week ago

Tax FAQs

Frequently asked Tax Type Questions/Tax Questions.

Written by Jake Scotto
Updated over a week ago

How can I control my account settings?

How can I hide Line Item Group Dates on all my Projects?

Written by Colin Connor
Updated over a week ago

How can I enable Online Payments?

Written by Colin Connor
Updated over a week ago

How can I choose what name my checks are paid to?

Here's how you can choose to display either your DBA or your Legal Business Name for your clients paying by check.

Written by Colin Connor
Updated over a week ago

How can I change my default Payment Policy?

Here's how you can change the default payment policy.

Written by Colin Connor
Updated over a week ago

How can I disable online signatures for my account?

Here's how you can disable online signatures on your account.

Written by Colin Connor
Updated over a week ago

How can I change my default Terms and Conditions?

Written by Colin Connor
Updated over a week ago

How can I add a set of terms to my Receipt of Goods & Services?

Written by Colin Connor
Updated over a week ago

How can I remove PO Numbers from my projects?

Here's how you can disable the option for your clients to add a PO number to their projects.

Written by Colin Connor
Updated over a week ago

How can I remove payment policies from my account settings?

Here's how you can delete any un-needed or outdated payment policies from your account.

Written by Colin Connor
Updated over a week ago

How can I delete a payment policy?

Here's how you can remove a payment policy from your account.

Written by Colin Connor
Updated over a week ago

How can I disable Online Payments?

Here's how you can turn off online payment options for your account.

Written by Colin Connor
Updated over a week ago

How can I disable the ACH / E-Check Payment option for my future projects?

Here's how you can disable ACH / E-Check Payments for your upcoming projects

Written by Colin Connor
Updated over a week ago

How can I turn off cash or check payments for my projects?

Here's how you can disable Offline Payment Options, so that your clients will be able to pay via Credit Card or ACH.

Written by Colin Connor
Updated over a week ago

How can I highlight important parts of my Terms and Conditions?

Here's how you can 'Bold' sections of your terms, to ensure your client can clearly see them.

Written by Colin Connor
Updated over a week ago

How can I turn off photos on my quotes and invoices?

Here's how you can disable images on your quotes and invoices.

Written by Colin Connor
Updated over a week ago

How can I control how many times my clients receive a Payment Due Notification?

Here's how you can control the frequency of your Payment Due Notifications.

Written by Colin Connor
Updated over a week ago

How can I send my clients an overdue payment reminder?

Here's how you can send an automated message when a payment is past due.

Written by Colin Connor
Updated over a week ago

How can I notify a client that a payment will be due?

Here's how you can set up automated notifications before a payment becomes due.

Written by Colin Connor
Updated over a week ago

How can I disable Payment Reminder emails?

Here's how you can turn off the Automatic Payment Reminder emails for both your account and on a specific project.

Written by Colin Connor
Updated over a week ago

How can I change the listed account representative for my account?

Here's how you can update the account representative for your company.

Written by Colin Connor
Updated over a week ago

How can I control showing the Sales Lead on my projects moving forward?

Here's where you can adjust the visibility of your Sales Lead on all projects moving forward.

Written by Colin Connor
Updated over a week ago

Manage Your Company’s Policies and Taxes

Add & edit terms & conditions, payment policies, cancellation policies, and taxes. Plus, a reminder on Stripe's processing fees!

Written by Karen Gordon
Updated over a week ago

How can I turn my Cancellation Policies off account wide?

Here's you can turn off your cancellation polices on all your projects moving forward.

Written by Colin Connor
Updated over a week ago

How can I change the colors to match my brand on my quotes and invoices?

Here's how you can customize the brand colors that will show on your quotes and invoices.

Written by Colin Connor
Updated over a week ago

How can I see reports on my account?

How can I see the top performing inventory categories?

Here's how you can use your Dashboard report on your top performing inventory.

Written by Colin Connor
Updated over a week ago

What's the difference between a cash and accrual report?

Here's the difference between a cash and accrual report.

Written by Colin Connor
Updated over a week ago

How can I generate a sales tax report?

Here's how you can generate a report of your sales tax

Written by Colin Connor
Updated over a week ago

How can I manage the locations of my company?

How do I remove / delete an old address?

If you’ve moved to a new location, it’s a good idea to remove or delete your old address.

Written by Colin Connor
Updated over a week ago

How do I remove my old address?

Written by Colin Connor
Updated over a week ago

How to adjust delivery and in-store pickup hours

Learn to add or edit your company hours and turn on delivery/pickup options

Written by Karen Gordon
Updated over a week ago

Where do my addresses show on my client facing material?

Here's where your addresses will show on your client facing material.

Written by Colin Connor
Updated over a week ago

How can I change my physical and mailing address?

Here's how you can change the billing/payment and/or mailing address associated with your account.

Written by Colin Connor
Updated over a week ago

Managing multiple store locations or warehouses

How to change the address seen on all your documents depending on which is your headquarter

Written by Karen Gordon
Updated over a week ago

How can I quickly set up my Goodshuffle Pro account?

How can I see who has been assigned to a project?

Here's how you can add the 'Other Members' Custom Column to quickly see who (if anyone) has been assigned to an order.

Written by Colin Connor
Updated over a week ago

How can I add or edit the client facing BN on my account?

Here's how you can adjust the BN that will be listed on your quotes and invoices.

Written by Colin Connor
Updated over a week ago

Manage Your Company’s Information

Add & edit your company profile, location, and bank info. Also view all electronic transfers to your account.

Written by Karen Gordon
Updated over a week ago

Add, Edit, and Crop Your Company Logo

Steps on how to add your company logo and use our built in editor to crop and edit.

Written by Karen Gordon
Updated over a week ago

Add your company's logo

How to add a company logo that will appear on contracts, pull sheets, and all important documents visible to your clients

Written by Karen Gordon
Updated over a week ago

Add and Change Terms & Conditions, Payment Terms, and Cancellation Policies via Account Settings

How admins can add or change default Terms & Conditions, Payment Terms, and Cancellation Policies in account settings

Written by Karen Gordon
Updated over a week ago

How can I hide my Headquarters address on my quotes and invoices?

Here's how you can show just a PO Box on your client facing material.

Written by Colin Connor
Updated over a week ago

Manage Company Location

How to edit/add company location, phone number, store hours, and delivery options.

Written by Karen Gordon
Updated over a week ago

Add your company's bank information

How to verify your bank through Plaid to receive direct payments

Written by Karen Gordon
Updated over a week ago

How can I add a file to my Terms and Conditions

Here's how you can include a link to a PDF, JPEG, or other document in your Terms and Conditions Templates

Written by Colin Connor
Updated over a week ago

How can I add a custom cancellation policy?

Here's how you can add a custom cancellation policy on your account.

Written by Colin Connor
Updated over a week ago

How can I make changes to the company information that shows up on the client quotes?

Changing information such as company location, name, image, phone number, and email on a client's quote.

Written by Karen Gordon
Updated over a week ago

How can I create multiple Terms and Conditions?

Here's how you can set up your Terms and Conditions templates to reflect the needs of your specific project.

Written by Colin Connor
Updated over a week ago

As a Canadian Vendor, how do I find my Routing and Account Number?

This article will show you how to find your routing and account number as a Canadian Vendor.

Written by Melissa Teague
Updated over a week ago

How can I manage the billing of my subscription?

How can I reactivate my account?

Here's how you can reactivate your account and regain access to all your projects, files, and inventory.

Written by Colin Connor
Updated over a week ago

Could my client's sign and pay after my account is deactivated?

Written by Colin Connor
Updated over a week ago

How can I see what I'm paying for each month?

Here's how you can see a summary of all the subscriptions on your account.

Written by Colin Connor
Updated over a week ago

How can I deactivate my Unlimited Read-Only User Subscription?

Here's how you can remove your Unlimited Read-Only User Subscription.

Written by Colin Connor
Updated over a week ago

Manage Your Subscription/Billing

When will I be billed for my Goodshuffle Pro accounts? What's the difference between core, annual, and monthly accounts?

Written by Karen Gordon
Updated over a week ago

How can I download the invoices for my subscription?

Here's how you can quickly access the invoices for your Goodshuffle Pro subscription.

Written by Colin Connor
Updated over a week ago

How can I change the card I use to pay for my account?

Here's where you can change the card you use to pay for your subscription.

Written by Colin Connor
Updated over a week ago

How can I get one month free?

Here's how you can switch to annual billing to receive a free month on your Goodshuffle Pro subscription.

Written by Colin Connor
Updated over a week ago

How to deactivate your subscription

Learn how to cancel your free trial, close your account, or close another user's account.

Written by Karen Gordon
Updated over a week ago

When does my subscription renew?

Here's how you can quickly see when your subscription will renew.

Written by Colin Connor
Updated over a week ago

Manage Your Free Trial

What can users do during their free trial and when will they be charged?

Written by Karen Gordon
Updated over a week ago

How can I manage my personal account information?

How do I find my Time Zone in Goodshuffle Pro?

How to double check your company's time zone settings.

Written by Dominique Cheek
Updated this week

How can I log out on a mobile device?

Written by Colin Connor
Updated over a week ago

How can I change the phone number on my profile?

Here's how you can update the phone number on your account.

Written by Colin Connor
Updated over a week ago

How can I change the name on my profile?

Written by Colin Connor
Updated over a week ago

How can I reset my Password?

Forgot your Password? Here's how you can reset your password for Goodshuffle Pro.

Written by Colin Connor
Updated over a week ago

How can I change my email address?

Here's how you can update the email address you use to login.

Written by Colin Connor
Updated over a week ago

Manage Your Goodshuffle Pro Account Information

Build and edit your personal information for your account. Learn to change your password and what to do if you forget your password.

Written by Karen Gordon
Updated over a week ago

How can I learn more about Stripe?

How can I pass the processing fees for payments through Stripe?

Here's how you can pass the processing fees on to your client if it is legal in your area.

Written by Colin Connor
Updated over a week ago

Why do payment processors need my personal information?

Written by Colin Connor
Updated over a week ago

Why is Stripe asking for more account owner information?

Here's how you can clear the yellow bar from the top of your screen.

Written by Colin Connor
Updated over a week ago

Why is the system asking me for date of birth or social security number?

Here's why Stripe needs to know your SSN or your DOB.

Written by Colin Connor
Updated over a week ago

Will I pay any fees if I am able to 'pass the fees' on to the client?

Here's what you be paying if you are able to pass the processing fees on to your clients.

Written by Colin Connor
Updated over a week ago

What are Stripe's Fees?

Here's a list of all of Stripe's Fees for Transactions and Transfers.

Written by Colin Connor
Updated over a week ago

How can I pay for the processing fees for payments through Stripe?

Written by Colin Connor
Updated over a week ago

1099-K Tax Form For Your Business

Outlines the process to receive your Form 1099-K from our partner, Stripe.com

Written by Erik Dreyer
Updated over a week ago