Accountant Guide

14 step-by-step guides in this section.

• Add a Client User to a Company 2 min read
• Add a Dashboard Note for Your Client 1 min read
• Change or Reset Your Debits Password 2 min read
• Choose What Your Client Can Create 2 min read
• Choose Which Accounts Sync From QuickBooks 2 min read
• Email a Client About One Transaction 1 min read
• Install the free Debits plug-in for Adobe Acrobat 4 min read
• Invite Staff to Your Firm 3 min read
• Set the Email Reminder Schedule for Clients 1 min read
• Set up your firm: the onboarding wizard 3 min read
• Sync Transactions and Lists From QuickBooks Manually 1 min read
• Tax permissions for staff 2 min read
• View the Activity Log 1 min read
• Watch the Debits Training Videos 1 min read