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Getting Started
Welcome
NetSuite
Intacct
QuickBooks Online
Xero
Approval App
Payment Requirements
Account Transfers Requirements
ACH Requirements
Check Requirements
FedWire Requirements
International Wire Requirements
Cutoff Times
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QuickBooks Online
FAQ (QBO)
Updated 26 May 2023
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TABLE OF CONTENTS
Installation & Setup
Common Errors
The Account matching page does not load the accounts from my Accounting System
Common Questions
Do I need to update my Companion App?
Who from my company is needed to help connect to the Companion App?
How can other members of my company get access to the Companion App?
Payables
Common Errors
A bill is not showing up in the Companion App
Common Questions
How can I remove a bill from the Companion App?
How do I update my vendor payment information?
How do I know the status of my payments?
Can I pay multiple invoices in one payment rather than a payment for each individual invoice?
Bank Statements
Common Errors
The .csv file is not downloading from the Balances & Transaction page
Common Questions
How do I define a date range for my export?
How do I add additional bank accounts to the Companion App?
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