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ACCOUNT SETUP View all

• Get Started checklist
• Enabling accounting preferences
• Enabling accounting classifications
• Create an accounting classification

GETTING PAID View all

• Adding new customers
• Enter a new Invoice
• Portal accounts: what the customer sees
• Payment timing - Receivables

CONNECTING WITH MY VENDOR View all

• Set up a vendor for ePayment
• Inviting a vendor to be paid electronically
• Large Biller Vendor ePayment Setup
• Applying payments to the correct account

PAYABLES / HOW TO PAY View all

• Enter a new bill
• Paying Bills
• Payment timing - Payables
• Vendor not connected yet

QuickBooks Desktop View all

• QuickBooks Desktop Sync Setup Guide
• QuickBooks Desktop - Sync dashboard local setup installation
• QuickBooks Desktop - Server or Hosting provider sync dashboard installation
• Sync with QuickBooks Desktop

QuickBooks Online View all

• QuickBooks Online Sync Setup Guide
• Sync Matrix for QuickBooks Online
• QuickBooks Online Sync - FAQ's
• QuickBooks Online Sync - Notes and Best Practices

NetSuite/Intacct/Xero View all

• NetSuite Sync Setup Guide
• Intacct Sync - User Guide
• Xero Sync Setup Guide
• Other Accounting Systems

Microsoft Dynamics 365 Business Central View all

• MSDBC Sync Setup Guide
• MSDBC Sync - Create journals
• MSDBC Sync - Disconnect and reconnect
• MSDBC Sync Matrix

Import / Export View all

• Best practices: Importing non-transaction records
• Best practices: Importing transactions
• Export records and transactions using .CSV files
• Export Profiles: Customizable Export Reports

Payables View all

• Approver Settings
• What to expect when voiding payments
• Recurring Bills
• Pay a Vendor feature

Receivables View all

• Recurring Invoices
• Auto Reminders for Invoices
• Charging a customer
• Manage Auto Charge for customers

Inbox / Document Management View all

• Set up your Inbox
• Processing documents from the Inbox
• Manage documents and Folders
• Troubleshooting issues uploading a file to the Inbox