Company Settings
Add a new Company Customer to Debits.com
Navigate to the desired Company From the main menu, go to the section where...
Add an Attachment or Receipt in Debits.com
Navigate to the desired Company From the main dashboard or home screen, open the...
Add Company
Go to the Company Section Log in to your Debits.com account. From the main...
Add new Location/Department in Debits.com
Navigate to the desired Company From the main menu or company list, locate...
Add New Vendor in Debits.com
Navigate to the desired Company From the main dashboard or company list, locate...
Add a new Category Account in Debits.com
Navigate to the desired Company From the main dashboard or company list, locate...
Add new Class in Debits.com
Navigate to the desired Company From your main dashboard or home screen, locate...
Change the Sync Date in Debits
You can control exactly how far back Debits pulls in your transactions QuickBooks. By...
Change Email Notification Schedule in Debits
Automatic Email Notifications for Client Users You can set up automatic email notifications so...
Enable Billable in Debits.com
Navigate to the desired Company From the main dashboard or home screen, locate...
Enable Tax on a Transaction in Debits.com
Navigate to the desired Company From the main dashboard or company list, locate the...
Exclude Accounts from Category List
Log in to Debits and go to the Companies section Open the Debits...
How to Sync Transactions Missing Specific Fields in Debits
You can configure Debits to proactively sync any transactions that are missing key details—such...
Split a transaction in Debits.com
Navigate to the desired Company First, make sure you’re working in the correct...