We currently sync with QuickBooks Online. We have future plans to sync with other accounting platforms.

Yes. We have step-by-step tutorials on how to use the system as an accountant and as a client.

Your data is safe with Debits. We’ve passed Intuit’s rigorous security and technical reviews. We have implemented robust security measures at every layer of our system. You can trust Debits to protect your sensitive information.

Yes, as an accountant you an invite an unlimited amount of team members to your account.

Clients will automatically be notified if there are uncategorized transactions that need their attention. You can customize the notification frequency in the client settings. You also will have the ability to manually trigger an email to the client as needed.

You will receive an email from Debits with a list of the clients who have updated transactions. The transactions that have been updated will be listed as Needs Attention when you log in.

Debits lets you edit customer, vendor, memo/description, category, billable status, tax, tax rate, class, and location information. You can also attach receipts and split transactions.

Yes, both accountants and clients can upload documents to transactions. The files will be saved directly to QuickBooks Online.

No. All your clients need is an invitation to access the platform, and they can seamlessly add transaction details and attachments. Make it easy for your clients to manage their uncategorized transactions with Debits.

Yes, please do! Send us an email at [email protected] and we will add your request to our new feature queue.