Getting Started

  • Initial Setup Videos and Instructions

    Video Walk-Through For QuickBooks Online Users: Video Walk-Through For QuickBooks Desktop Users: QuickBooks Desktop Sync App Instructions Once you complete the online registration form at https://signup.gotomyaccounts.com (https://signup.gotomyaccounts.com), your accoun...
  • How to upgrade from a free trial account to a paid subscription

    After trying out all the features of GoToMyAccounts, you can upgrade your free trial account to a paid subscription. To upgrade your account , just follow this procedure. Login to your portal as the main admin user. Click (left nav menu) on "Account", then "Your Plan". Click "View Plan Upgrade O...
  • How to Locate Your Sync Key

    Log in to your portal.  On the left sidebar menu, click "Account" Then click "Manage Account" Then click "Sync Key" You will see the sync key and you can copy and paste that into the sync app.
  • Email Setup

    Email Sending Settings The initial email sending settings will use your signup email address. In many cases, this is not desirable and you will want to change the sending email address as well as the from name. On the Email Settings page you can make these changes. Click the "save" button after ...
  • How To Setup WordPress Single Sign On (SSO)

    The GoToMyAccounts Single Sign On plugin for WordPress allows you to have direct links into your customer portal for any logged in WordPress user. Your WordPress user's email must match the corresponding user's email address in the GoToMyAccounts web portal. To enable the plugin, login to your G...