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Frequently Asked Questions
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How to provide your financial documents
How to use our client portal
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QuickBooks asks for a password when trying to edit an old invoice
Timeline- When will my books be ready?
Updating your payment method on file
Service Setup
Accessing your financial dashboard
Granting access to AccountingSuite
Granting access to QuickBooks Online
Granting access to Xero
Granting Access to your Gusto Payroll account
Granting Access to your Hubdoc account
Granting view-only access to your bank
How to provide your financial documents
How to use our client portal
Payment Information
Recurring Payment Authorization
Sharing login credentials with LastPass
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Billing
Can I put my service on hold?
Payment Information
Recurring Payment Authorization
Security
Document Security
How we keep your data safe
Sharing login credentials with LastPass
Year End Information
1099- What is TIN Matching?
1099-MISC/ 1099-NEC Preparation
Collecting W-9 forms from your vendors
W-2 Forms
When will my year end reports be completed?
Client Handbook
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Useful Information
QuickBooks Online
Creating Bills in QuickBooks Online
How to enter expenses paid with personal funds
How to record a bounced customer check in QuickBooks Online
QuickBooks Online Tutorials
What reports can I get from QuickBooks Online?
Xero
Xero Tutorials and Classes
Banking
Granting view-only access to your bank
How to access Paypal statements
How to Export Paypal Transactions in CSV format
Hubdoc
Granting Access to your Hubdoc account
Hubdoc Tutorials
Profit First
Calculating your Profit First Allocations
Other Apps
Granting Access to your Gusto Payroll account
Patriot Payroll
Plooto Tutorials
Saving Amazon Invoices
