Overview of the Client Portal
Video Tour of the Client Portal: The Dashboard: Announcements - this is where we share messages or notes with you. Upload Files - this is where you can upload any necessary documents, such as receipts for your transactions. Open Questions - this ...
How to Add Accountable Numbers as an Accountant to QuickBooks Online
Follow these steps. 1. Log in to your QuickBooks Online account as the company administrator. 2. Go to Settings ⚙ in the upper right and choose Manage Users. 3. Click the Accountants tab. 4. Enter email@example.com in the email address, ...
Tips on How to Make Data Transfer/Bank Access Meeting Faster
Here are a few suggestions to facilitate a seamless and rapid transfer of data from bank, credit card, and e-commerce platforms. If possible, please complete this checklist before your Data Transfer/Banking Access Meeting with Accountable Numbers. ...
How to Pull a List of Paid Bills in Bill.com
Follow these steps. 1. Login to your Bill.com account 2. On the Overview tab, Click Last 7 days under Payments Out. 3. Click Clear Filters. 4. Click on Filters, then select Custom date range under Process date and enter the From and To dates. ...
How to Create a Portable Backup Company File in QuickBooks Desktop
Here are the steps: Go to the File menu and choose Create Copy. Choose Portable company file and click Next. Enter a unique file name and select the location where to save the portable file. Click Save. A pop-up window will appear prompting you to ...