Knowledge Base

Working with Quickbooks
- Setting Up Quickbooks
Working with Your Account Settings
- Managing Your Subscription Plan
- Localization: Language, Currency, Time, Date, Number, Time Zone, and Names
Working with Cases
- Hot Keys - "C", "E", "N", "O", "P", "T"
- Downloading the Reference Sheet
Working with the Client Portal
Working with Email
- Gmail Integration
- Sending and Receiving Emails
Working with User Groups
- Applying A Billing Rate to a User Group
Working with Tasks
- Adding a task....choose your own name.
- Filtering Tasks Within a Case
Working with Reports
- Task Productivity by User Report
Working with Billing
Working with Dropbox
- Setting Up Dropbox
- Scanning to Dropbox with Your iOS Device