Company Settings

14 step-by-step guides in this section.

• Add a company by connecting QuickBooks Online 2 min read
• Add a new account from a transaction 1 min read
• Add a new class from a transaction 1 min read
• Add a new customer from a transaction 1 min read
• Add a new location or department from a transaction 1 min read
• Add a new vendor from a transaction 1 min read
• Attach a receipt or document to a transaction 1 min read
• Change the reminder emails a client gets 2 min read
• Change the sync start date for a company 1 min read
• Exclude accounts from the Account list 1 min read
• Mark a transaction as billable 1 min read
• Mark a transaction as taxable 1 min read
• Split a transaction across accounts 1 min read
• Sync transactions that are missing specific fields 1 min read