Help Center
How can we help?
Step-by-step guides for every part of Debits — 133 articles across 17 categories, written for the accountant actually doing the work.
Reports
16 articles- How to Access a Shared Financial Report
- How to Add a Revenue Forecast to a Report
- How to Build Custom KPIs in a Report
- How to Create a Financial Report
- How to Customize and Preview a Financial Report
Tax Delivery
15 articles- How to Add and Manage Signers
- How to Complete a Wet Signature
- How to Configure Signature Fields
- How to Confirm a Voucher Payment
- How to Create a New Tax Return
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
Accountant Guide
11 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
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
Month-End Close
9 articles- Analyze Account Variances with Flux Analysis
- Assign a Bookkeeper and Reviewer and Sign Off a Close
- Log Follow-Ups and Track Close Activity
- Manage Exclusion Rules for Month-End Review
- Review Flagged Transactions in Month-End Close
Client Billing
8 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
Plans & Billing
7 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
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
Account Settings
6 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