MONESQ Free

Getting Started

• MONESQ sign-up checklist
• Signing Up for MONESQ Free & Linking Bank Accounts
• Getting Started with your MONESQ Free Account

Trust Account

• Linking a trust account
• Generating an invoice to Trust Account

Payments

• Generate a Payment Link for your Website
• Generate a Payment Button for your Website
• Payment link for clients
• Receiving a payment to trust account
• Receiving a payment to operating account
• Cancel a payment plan

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Invoices

• Attach files to an invoice
• Voiding an invoice
• Viewing an invoice
• Sending an invoice to a contact
• Searching an invoice
• Reminders in invoice

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Refunds

• Searching a refund
• Payment refunds

Contacts

• Importing your contacts
• Files added to contact
• Exporting client contacts
• Editing contacts
• Deleting contacts
• Creating an individual contact

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eSignature

• Download e-Signed document without audit trail
• Download a partially signed e-Signature document
• Download Audit Trail for an e-Signature document
• Create an eSignature document that inserts an effective date
• Creating new document for signature

Reports

• Transactions report
• Invoices report
• Contacts report

File Storage

• File Storage Overview
• Navigating in File storage
• Filtering, Searching & Sorting in File storage
• Upload a File or Folder
• Moving files or folders
• Create a Folder in File Storage

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Settings

• Personal Settings
• Two-Factor Login Verification
• Privacy mode
• Editing your personal profile
• Editing your firm profile
• Editing team members

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Integrating QuickBooks Online

• Edit QBO Mapping
• View QBO sync history and re-sync transactions
• Integrating QuickBooks Online