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| Digital Banking Cashflow360

  1. J.P. Morgan Digital Banking Cashflow360
  2. QuickBooks Desktop
  3. Sync Setup

Sync Setup

  • QuickBooks Desktop Sync Dashboard Tool - IP and ports
  • Create a Sync Token to sync with QuickBooks Desktop
  • QuickBooks Desktop Sync Dashboard upgrade
  • QuickBooks Desktop sync setup - Hosting Providers list
  • QuickBooks Desktop - Server or hosting provider sync dashboard installation
  • QuickBooks Desktop - Sync dashboard local setup installation
  • QuickBooks Desktop sync setup guide

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

FAQ

What a customer sees when charged for a payment Charging a customer Vendor not connected yet Updating a vendor's bank information Managing Vendor payment methods Setting up and using the Network Payment timing - Payables Applying vendor credits Check payments Processing Items from the Inbox

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Chase Cashflow360℠ is an electronic invoicing, payment and collection service provided by JPMorgan Chase Bank, N.A. ("Chase") to its customers. In providing Chase Cashflow360 to its customers, Chase uses the services provided by certain application service providers, including Bill.com, Inc. ("Bill.com"), and the service allows for the delivery and receipt of invoices electronically using the Bill.com network. JPMorgan Chase and Chase are marketing names for certain businesses of JPMorgan Chase & Co. and its subsidiaries worldwide.

JPMorgan Chase Bank, N.A. Member FDIC

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