Hoops

Configure the starting numbers used for SalesDocs, Jobs, and Purchase Orders. Learn how numbering works, important restrictions, and common numbering formats used by Hoops customers.

Configure Starting Numbers

Configure your account, manage users, and connect Hoops with your other tools and systems.

Settings & Integrations

Learn how Accounting Status works in Hoops, what each status means, how statuses are updated from Xero or QuickBooks Online, and how to use accounting statuses in your workflows and…

Troubleshooting Incorrect Accounting Statuses

Understanding Accounting Status

Connect Hoops to your accounting software and manage financial data synchronization.

Accounting Integrations

Learn how invoice editing and syncing behaves once payments are applied in Xero, and why partially paid or paid invoices can no longer be updated from Hoops.

Understand Changes to Orders and Invoices When Connected to Xero

Learn how to configure your Xero integration settings in Hoops. Choose how invoices, payments, references, and accounting data are mapped to ensure information is transferred accurately between both systems.

Configure Xero Settings

Learn how to connect Hoops to Xero to streamline your accounting workflow. Sync invoices, customers, payments, and financial data between systems to reduce manual entry, improve accuracy, and keep your…

Connect Hoops to Xero

Learn how to send invoices from Hoops to Xero. Create accounting records directly from your sales and production workflow, reduce manual data entry, and keep customer billing information synchronized between…

Send an Invoice to Xero

Troubleshoot common issues that prevent invoices from syncing from Hoops to Xero, including archived contacts, tax mapping problems, locked invoices, and connection issues.

My Invoice Won’t Send to Xero

Connect Hoops with Xero and manage accounting integration settings.

Xero Integration

Learn how invoice numbers are assigned when invoices are sent from Hoops to QuickBooks Online, recommended QuickBooks settings, and how to troubleshoot invoices that display a blank invoice number or…

Understanding QuickBooks Invoice Numbers

Learn how to configure your QuickBooks Online integration settings in Hoops, including revenue accounts, expense accounts, tax settings, and default Products and Services.

Configure QuickBooks Online Integration Settings

Learn how invoice reference fields sync between Hoops and QuickBooks Online, where references appear inside QuickBooks, and the current limitations of the QuickBooks API.

Understanding QuickBooks Reference Fields

Learn how to connect Hoops to QuickBooks Online to streamline your accounting workflow. Sync invoices, customers, payments, and financial data between systems to reduce manual entry and keep records accurate.

Connect QuickBooks Online

Troubleshoot common QuickBooks Online invoice sync issues including failed invoice creation, customer mismatches, missing invoice numbers, sync delays, and reconnecting your QuickBooks integration.

Troubleshooting QuickBooks Online Invoice Sync Issues

Connect Hoops with QuickBooks Online and manage accounting integration settings.

QuickBooks Online

Connect Hoops to thousands of apps using Zapier. Learn how triggers and actions work, automate repetitive tasks, sync data between platforms, and build powerful workflows without coding.

What Is Zapier and How Does It Work with Hoops?

Learn how Hoops Zapier Triggers work and use events such as New Customer or New Job to automatically start workflows in Mailchimp, Slack, HubSpot, Google Sheets, and thousands of other…

Zapier Triggers in Hoops

Learn how to connect Hoops to Zapier using an API key. Once connected, you can build automated workflows between Hoops and thousands of other apps without writing code.

Connect Hoops to Zapier

Connect Hoops with Shopify, WooCommerce, Mailchimp, HubSpot, Slack, and more using Zapier. Learn common automation workflows, triggers, and actions for creating Jobs and syncing customers.

Popular Zapier Integrations for Hoops

Automatically send information into Hoops using Zapier Actions. Learn how to create customers, jobs, and automated workflows by connecting Hoops with eCommerce platforms, CRMs, website forms, marketing tools, and thousands…

Zapier Actions in Hoops

Connect Hoops with thousands of apps and automate workflows using Zapier.

Zapier Integration

Learn why SAGE supplier filtering is not currently available in Hoops and how SAGE API limitations affect product search functionality.

Can I Filter Products by SAGE Supplier?

Learn how to connect your SAGE account to Hoops and access live supplier products directly within SalesDocs and SalesPresentations. Includes API setup, credential configuration, permission requirements, and connection troubleshooting.

Connect SAGE to Hoops

Connect your SAGE account and use supplier products directly within Hoops.

SAGE Integration (USA Only)

Understanding Failed Stripe Payments

Stripe Surcharges & Discounts Hoops allows you to create automatic surcharges or discounts that are only applied when a customer chooses to pay online via Stripe.

Stripe Surcharges & Discounts

Learn how to connect Stripe to Hoops so you can accept online payments through SalesDocs, SalesPresentations, and SalesStores. Includes setup instructions, troubleshooting tips, FAQs, and payment considerations.

Connect Stripe to Hoops

Connect Stripe to accept online payments and manage payment processing in Hoops.

Stripe Integration

Understand how markups work in Hoops, including where they are managed, what they can apply to, and how cost price and quantity determine automatic pricing.

How Markups Work in Hoops

Automatically calculate selling prices by creating a simple markup that applies to all products, decorations, and additional costs in your Hoops account.

Create a Simple Automatic Markup

Build advanced pricing structures that automatically adjust markup percentages based on product cost ranges and order quantities, giving you greater control over margins and selling prices.

Create Advanced Markups

Learn how to assign markups to products, decorations, and additional costs so automatic pricing rules are applied throughout SalesDocs, SalesPresentations, and SalesStores.

Apply Markups to Products, Decorations, and Additional Costs

Learn the difference between markup and margin, why Hoops uses markup-based pricing, and how to configure markups that produce your desired profit margins.

Can I Use Margin Instead of Markup?

Configure automatic pricing rules and markups to streamline quoting, maintain consistency, and provide visibility into margins and profitability.

Markup Settings & Pricing

Create a custom design with text, images, and links

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