Quick Tutorials

Billing Automation Tutorial
Wed, 6 May, 2020 at 2:10 AM
How to test email auto-login links (tokens)
Here is a short screencast demonstrating how to troubleshoot and test auto-login links (tokens) that your customers receive in emails.
Wed, 6 May, 2020 at 2:11 AM
How to test QB Payments EChecks
When setting up a new payment method, it is always a good idea to place the payment method in test mode and do a few tests. In order to test transactions wi...
Wed, 6 May, 2020 at 2:12 AM
How To Upgrade/Downgrade Your Staff License Count
Locating where and how to adjust your additional staff license count can be a little tricky. Here's how to do it. On the left menu, click Account, ...
Wed, 6 May, 2020 at 2:13 AM
How To Use Deep Links with Email Templates
Deep Links allow you to create single-use tokens that can be embedded in an email link or button. These deep links can redirect your user to any page you wa...
Wed, 6 May, 2020 at 2:14 AM
How to use the new email log feature
The following screencast will show you exactly how to use the email log feature to research email deliverability.
Wed, 6 May, 2020 at 2:14 AM
Invoice and Sales Order Template Primer
A new templating system is now available for Invoices and Sales Orders. This feature works on both QuickBooks Desktop and QuickBooks Online portals. The...
Wed, 6 May, 2020 at 2:15 AM
The Statement (format) tab explained
The question comes up often about the "Statement" tab in the portal and why the numbers don't seem to match what is in QuickBooks. This 7 min...
Wed, 6 May, 2020 at 2:17 AM