- Knowledge Base & Help Center
- Strategic Partners
Troubleshooting & Support
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
BOS Feature User Guide
Accounting Partner Resources
AI UNCHAINED Conference
How do I get paid for referrals if I'm a compensated Strategic Partner?
To get started, we'll need your W-9, and mailing address
To get set up for compensation on your referrals, we'll need a completed W-9 form, contact information on who we should be sending the check payment to, and a respective mailing address.
To get started please complete the following steps:
Head to THIS LINK to download and complete a W-9 form
Once completed, navigate to this submission form to enter your mailing address, and submit your completed W-9. Don't forget to enter your unique Partner ID!
From there, we'll process your information, and you can start watching the $$'s roll in!