Client Resources

ACCESSING YOUR CLIENT PORTALS

Access your client dashboards

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Reporting Dashboard

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Financial Dashboard

KPI & REPORTING DASHBOARD

An overview of our analysis tools

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KPI Numbers

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KPI Explorer

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Profitability

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Cash Flow

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Trend

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Goal seek

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Financials

QUICKBOOKS ONLINE

Instructional videos and links to help you with QuickBooks Online

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Adding Nuve to your QuickBooks Online

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Adding New User to QuickBooks Online

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Creating an Invoice

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Recoding an Invoice Payment

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Creating a Sales Receipt

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Invoices vs Sales Receipts: Which to use when

DEXT

Instructional videos and links to help you with Dext

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Adding Receipts and Invoices to Dext

Adding User to Dext

Set up Invoice Fetch

BANKING

Instructional videos and links to help with your banking portals

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Granting View-Only Access to your Bank