Here to help

Support

Questions about your books, your QuickBooks connection, or your portal? Reach us any of these ways — a real person responds.

QuickBooks connection issue?

If your QuickBooks connection shows an error or sync has stopped, go to Portal → QuickBooks and click Reconnect. If the issue continues, email us and include the time it happened — we capture Intuit's trace ID and can resolve it quickly.

Common questions

My QuickBooks disconnected — what do I do?

Visit Portal → QuickBooks and click Reconnect. Tokens occasionally expire and a single click restores the connection.

How do I upload a document?

Use the Document Vault, or respond to a request from your bookkeeper in the Requests tab.

Where do I see my reports?

Profit & Loss, Balance Sheet, and Cash Flow live under Portal → Dashboard.