Accountant Guide
View Demos of Tax Organizers
Learn how to access, preview, and select demo tax organizers effortlessly to find the right format for your clients’ return types.
Delete a Tax Organizer
Learn how to quickly find, manage, and permanently delete a Tax Organizer from your dashboard with these clear, step‑by‑step instructions.
Download a Tax Organizer in PDF format
Learn how to quickly locate your Tax Organizer, open the Actions menu, and download a clean PDF copy in just a few clicks.
View Tax Organizer Tasks
Quickly find and manage your clients’ tax work by navigating straight to the Tax Organizers section from your main dashboard.
Email Client Reminder About Tax Organizer
Learn how to quickly find clients who haven’t started or finished their tax organizer and send a professional reminder in just a few clicks.
Creating and Sending a Tax Organizer (Step-by-Step)
Learn exactly where to click and what to choose so you can create a tax organizer from scratch in just a few minutes.
Change or Reset Your Debits Account Password
You can change your password for security reasons at any time, or reset it...
Accountant Demo of Debits.com
Struggling with uncategorized transactions in QuickBooks Online? Debits helps accountants and bookkeepers quickly turn...
Add Notes to the Client Dashboard
Dashboard notes are short messages you can write for your client. These notes will...
Change the Accounts that Sync with Debits
When you connect a client’s accounting file to Debits, you can control exactly which...
Email client about specific transaction
Open the relevant company record From your main menu (e.g., Companies or Clients),...
Choose the Fields Your Client Can Edit
These options control what your client can change on their transactions and records in...
Change Email Notification Schedule in Debits
To automatically notify client users by email when there are transactions requiring their...
Add a Coworker to Client Account
Accountants and clients can invite coworkers to access a client’s Debits account. These coworkers...
Manually Sync Transactions in Debits
Updates in Debits will sync with QuickBooks Online in real time. This means...
View User Activity in Debits
The Activity Logs section lets you review a detailed history of actions taken within...
Adding Accounting Staff to Debits.com
Follow these steps to invite a new staff member and control which client...
Change Accounts Syncing to Debits.com
Go to the Companies section From your main dashboard or navigation menu, locate...