- Knowledge Base & Help Center
- BOS Feature User Guide
- Navigating BOS
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
Where do I find my firm details and branding?
To view current partner details, click the “Details” tab from the top navigation.
- To view current partner details, click the “Details” tab from the top navigation.
- The “Details” tab opens to a two panel screen with Partner Details on the left and Branding information on the right.
- The Partner Details section includes information about your firm — including your firm’s branded portal url.
- The Branding section is where you’ll upload your firm’s branding assets — logo and favicon, that will appear for your portal users.