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Announcements

1 article in this Topic

• Internet Explorer 11 Support

Customization

8 articles in this Topic

• Add a custom header background image
• Can I change my portal host name (xxxx.gotomyaccounts.com)?
• Can I customize the PDF invoice?
• Changing your web portal colors and fonts
• Custom Menu Items Tutorial
• Implementing Single Sign-On (SSO) from another website
• I want a custom page or some custom functionality. Can this be done?

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FAQs

13 articles in this Topic

• Can a customer apply a credit?
• Can I use my own Amazon S3 storage?
• Can I use QuickBooks Payments without QuickBooks Online?
• Can my customers be setup for automatic payments?
• How does QuickBooks Online Auto-Sync?
• How do I create a Support Ticket?
• How do I locate my web portal address?

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Features

7 articles in this Topic

• Bank Wire Transfer Payment Method
• Customer Files
• FulContact Social Integration
• How Does eCheck (check draft) Payment Method Work
• How do I allow customers to view invoice attachments? (QB Online)
• Offline Credit Card Payment Method
• Setting up USAePay

Getting Started

5 articles in this Topic

• Initial Setup Videos and Instructions
• How to upgrade from a free trial account to a paid subscription
• How to Locate Your Sync Key
• Email Setup
• How To Setup WordPress Single Sign On (SSO)

GoToMyAccounts Gen IV

12 articles in this Topic

• Introduction to GoToMyAccounts Gen IV
• The New Customer/User Account Schema
• I have a customer user who cannot login after the GTMA IV release
• What's next for GoToMyAccounts? (screencast)
• Billing Automation Changes in GTMA IV
• How to enable or disable customers in GTMA IV
• I found a bug in GoToMyAccounts Gen IV

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Quick Tutorials

9 articles in this Topic

• Billing Automation Tutorial
• How To Force Records to Sync or Re-Sync
• How to test email auto-login links (tokens)
• How to test QB Payments EChecks
• How To Upgrade/Downgrade Your Staff License Count
• How To Use Deep Links with Email Templates
• How to use the new email log feature

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Troubleshooting

14 articles in this Topic

• Certain billing info or account balances are not updating. What can I do?
• How can I adjust the default number of records displayed on a page?
• How can I report a bug or feature request?
• How can I view system status at GoToMyAccounts?
• How to avoid a large data sync after running a QB Desktop data repair/rebuild
• How to resolve stripe "Sending credit card numbers directly.." error message
• I am getting an error saying GTMASync.exe - No Disk There is no disk in the drive.

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