- 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 request credentials from a client to be stored in Password Manager?
To request credentials from a client, click the “Request Credentials” button on the upper right-hand corner of the page.
To request credentials from a client, click the “Request Credentials” button on the upper right-hand corner of the page.
A popup screen will appear with “Request Credentials from Client” as the title.
Add the Site Name, URL for the credentials you are requesting, and assignee for the request using the drop-down menu. Once you have filled in the required information click the “Request Credentials” button.
A task will be created and the assignee will be notified via email that you are requesting credentials. You will also see a yellow banner appear on the top of the Password Manager homepage, as well as “Credentials Requested” next to the credential card.
Note: Partner Admin and Partner Ops users can request or add credentials.