AlexL ✭✭✭
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- Username AlexL
- Joined
- Visits 2,151
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- Roles Member
- Points 394
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- 15
- Posts
- 2,869
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Which feature would be the most helpful if added as an invoice customization?
We've seen a lot of different requests in regards to adding new invoice customization options. Which of the following features would you find the most helpful when running your business? If a feature… (View Post)6 -
Re: How to export your accounting data
Hey @Cellc . To do so, head over to Reports > Account Transactions and filter for the account you'd like to export at the top of the page. From there, you have the ability to export to a PDF or a … (View Post)-1 -
Re: How do I issue a refund?
Hey @JoePhilly . To get this done as quick as possible, please reach out through live chat in your account, which is available to you from 9-5 EST, Monday-Friday. (View Post)-1 -
Re: What types of bank accounts can I connect?
Hi everyone. At the moment, brokerage and loan accounts are unsupported. @MattOShea777 this depends on the issue with the account. If your bank or account isn't supported at all, it's because our dat… (View Post)-2 -
Re: Why is my bank unable to import transactions?
Hey @bootz42 . There could be a few different reasons for this. If you reach out directly through our Support ticket submission form, someone on the Support team can take a deeper look at your accoun… (View Post)-1
