Billing Automation Tutorial

How to setup SendGrid for our outgoing email service

SendGrid is one of many great alternatives to GoToMyAccount's internal smtp email sending service. This article (video) shows how to setup the integration.

How to test email auto-login links (tokens)

How To Disable Customer Logins To Portal

You may wish to temporarily disable customer logins to your portal while making updates or adjusting settings. This article describes how to accomplish this.

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

Invoice and Sales Order Template Primer

The Statement (format) tab explained

Account Reset or Switch QB Platforms

You can reset a portal account in order to remove all data associated with a portal. This article explains how to do it.