MONESQ Free

Getting Started

• Signing Up for MONE$Q & Linking Bank Accounts (Merchant Applications)
• Getting Started with your MONE$Q Free Account

Trust Account

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

Payments

• Generate a Payment Link for your Website
• Generate a Payment Button for your Website
• Payment link for clients
• Cancel a payment plan
• Transactions
• Handling multiple invoices

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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

• Create an eSignature document that inserts an effective date
• Creating new document for signature
• Creating a new e-signature template

Reports

• Transactions report
• Invoices report
• Contacts report

File Storage

• Navigating in File storage
• View Files in File Storage
• Rename a file or folder in File Storage
• Filtering, Searching & Sorting in File storage
• Deleting a folder
• File Storage Overview

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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

• Integrating QuickBooks Online