A little guidance.
A clear next step.
Practical guides for your business, your practice, and the work in between.
Start with your workspace.
Browse by topic.
From the first connection to the last follow-up.
Time & timesheets
Set up your people, record hours, and export time. Enable timesheet approval if your firm needs a review step.
3 guidesGetting started
Choose your workspace and get ready for your first follow-up.
4 guidesInvoices & accounting
Connect QuickBooks, import a spreadsheet, and keep records clear.
6 guidesReminders & follow-ups
Prepare messages, approve them, and understand delivery.
3 guidesReplies & payments
Handle conversations, payment promises, and changing balances.
4 guidesTeam, access & security
Work with your team or bookkeeper and stay in control.
4 guidesPlans & billing
Understand your trial, subscription, and reminder allowance.
3 guidesAll guides, in one place.
27 guides
Connect QuickBooks Online
Bring customers, invoices, and recorded payments into the right company.
Invoices & accounting · Both workspaces · 2 min readResolve a QuickBooks connection issue
Know what to check when connection, sync, or a balance check needs attention.
Invoices & accounting · Both workspaces · 2 min readImport invoices from a spreadsheet
Upload Excel or CSV, match its columns, and review invoices before importing.
Invoices & accounting · Both workspaces · 2 min readAdd an invoice manually
Record an existing invoice and the customer who should receive its reminders.
Invoices & accounting · Both workspaces · 1 min readPreview, download, and share an invoice
Preview an invoice, download its PDF, and give your customer a private invoice link.
Invoices & accounting · Both workspaces · 4 min readPrepare and approve your first reminder
Check the invoice, review the message, and approve it when it is ready.
Reminders & follow-ups · Both workspaces · 1 min readUnderstand reminder delivery and holds
Tell the difference between approval, submission, delivery, and a message needing review.
Reminders & follow-ups · Both workspaces · 2 min readUse reminder workflows
Set a repeatable follow-up sequence while keeping approval and customer context.
Reminders & follow-ups · Both workspaces · 1 min readStill need a hand?
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