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Client Resources

ACCESSING YOUR CLIENT PORTALS

Access your client dashboards

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Client Portal

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Reporting Dashboard

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Financial Dashboard

QUICKBOOKS ONLINE

Instructional videos and links to help you with QuickBooks Online

Adding Accoutnant to QBO.png

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

Dext.png

Adding Receipts and Invoices to Dext

Dext User.png

Adding User to Dext

BANKING

Instructional videos and links to help with your banking portals

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Granting View-Only Access to your Bank

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