Help Center
How can we help?
Step-by-step guides for every part of Debits — 161 articles across 18 categories, written for the accountant actually doing the work.
Tax Delivery
21 articles- Archive a return and its related records
- C-corp (Form 1120) organizers and deliveries
- Hold tax documents until the client pays
- How to Add and Manage Signers
- How to Complete a Wet Signature
Reports
18 articles- Arrange the Accounts in a Financial Report
- Build a Forecast Scenario
- How to Access a Shared Financial Report
- How to Add a Revenue Forecast to a Report
- How to Build Custom KPIs in a Report
Accountant Guide
14 articles- Add a Client User to a Company
- Add a Dashboard Note for Your Client
- Change or Reset Your Debits Password
- Choose What Your Client Can Create
- Choose Which Accounts Sync From QuickBooks
Company Settings
14 articles- Add a company by connecting QuickBooks Online
- Add a new account from a transaction
- Add a new class from a transaction
- Add a new customer from a transaction
- Add a new location or department from a transaction
Month-End Close
11 articles- Analyze Account Variances with Flux Analysis
- Assign a Bookkeeper and Reviewer and Sign Off a Close
- Close the Month Automatically When You Deliver the Report
- Log Follow-Ups and Track Close Activity
- Manage Exclusion Rules for Month-End Review
Client Billing
11 articles- Getting started with Client Billing
- How to automate reminders, late fees and dunning
- How to create and send an invoice
- How to issue a credit memo, payment plan or refund
- How to read billing analytics and the aging report
1099 Preparation
10 articles- Exclude a vendor from 1099 filing
- Export 1099 data for filing
- Getting started with 1099 preparation
- Handle foreign vendors (W-8BEN)
- Mark vendors as filed
Client Guide
9 articles- Add a New Account While You Categorise
- Add a Receipt to a Transaction
- Ask Your Accountant About a Transaction
- Change Your Debits Password
- Fill in and sign a form your firm sent
Plans & Billing
8 articles- Getting started with plans and billing
- How to change your plan or payment details
- How to choose a bookkeeping package: Core or Complete
- How to choose a plan and start your free trial
- How to fix a failed payment
Account Settings
7 articles- Close and Delete Your Debits Account
- Enable Two-Factor Authentication in Debits.com
- How to Assign Staff to Contacts
- How to Configure Reminder Settings
- How to Show, Hide, and Reorder Columns on the Transactions Table
Proposals & Engagements
7 articles- Getting started with proposals and engagement letters
- How clients review and sign a proposal
- How to create and send a proposal
- How to manage engagements after a proposal is signed
- How to manage your engagement clause library
Tax Organizers
6 articles- Creating and Sending a Tax Organizer (Step-by-Step)
- Delete a Tax Organizer
- Download a Tax Organizer in PDF format
- Email Client Reminder About Tax Organizer
- View Demos of Tax Organizers
Workflow Board
6 articles- Getting Started with the Workflow Board
- How to Automate Your Workflow Board
- How to Create and Move a Job Card
- How to Repeat and Archive Jobs
- How to Set Up a Pipeline and Its Stages