- Knowledge Base & Help Center
- BOS Feature User Guide
- Password Manager
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FAQs
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Troubleshooting & Support
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Autonomous AP Processing | Advanced Services
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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BOS Feature User Guide
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Accounting Partner Resources
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AI UNCHAINED Conference
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Strategic Partners
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Product Updates
How do I add client credentials in Password Manager?
To add your client’s credentials, click the “Add New” button on the upper right-hand corner of the page.
To add your client’s credentials, click the “Add New” button on the upper right-hand corner of the page.
A pop-up screen will appear with “Add New Account” as the title.
Add the Site Name, URL, Username, and Password. You can also leave an Account Nickname and any Notes such as the answers to security questions associated with that account. Once you have filled in the required information click “Save.”
This can also be done via requested Task. If you have a credential request Task assigned to you, you can simply open the task and enter the credentials directly into the Task Details.