Understand Your Account
- To Do List
- Smart Data
- Overview dashboard
- Merge duplicate vendors / accounts / departments / customers
- Manage payment terms
- Manage Payables preferences
- Manage chart of accounts
- Find and restore a deleted record
- Export or Download Bank Information
- Email preferences and notifications
- Check processor
- Canceling a J.P. Morgan Digital Banking Cashflow360 account
- Cancel J.P. Morgan Digital Banking Cashflow360 to enroll in BILL
- Audit trails
- Payment cancelation and void cut-off timing
- Manage accounting preferences
ACCOUNT SETUP View all
QuickBooks Desktop View all
Import / Export View all