Eric
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Activity overview
Latest activity by Eric-
Eric created an article,
Linking a trust account
Setting up a trust account Setting up a trust account in MONESQ involves connecting two accounts; your trust bank account and the account you wish to use for transaction fees. This is because tran...
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Eric created an article,
How do I change my bank accounts?
MOENSQ allows you to change your bank account any time you need to. Please note, if the reason for your change in bank accounts is related to a new EIN or federal tax ID please contact support@mone...
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Eric created an article,
What are the transaction fees for MONESQ?
Transaction fees for MONESQ are simple and transparent. When you sign up for MONESQ, you also sign up for a Stripe merchant account. Your transaction fees will be settled directly with Stripe and a...
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Eric created an article,
MONESQ Plus sign-up checklist
Applying for a MONESQ Plus account involves submitting a merchant application for any account handling card and e-check transactions. This requires a federally mandated KYC (Know Your Customer) che...
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Eric created an article,
Edit QBO Mapping
In the event you need to make changes to the QuickBooks Online accounts and/or service items you are syncing with MONESQ, you can easily edit these mappings in your QuickBooks Online integration se...
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Eric created an article,
Upload a File or Folder
Navigate to the 'File Storage' screen via the left navigation menu: Click the white '+' sign, and 'Upload files' Drag & Drop the desired file or folder then select the 'Parent folder,' i...
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Eric created an article,
Attach a file to an invoice
Navigate to the 'File Storage' window from the left navigation bar. Select the Contact, then the matter, and select the ellipsis menu. * The invoice must already exist in the system before an atta...
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Eric created an article,
Google Drive Integration
Integrating MONESQ with Google Drive allows you to upload and manage firm and client files in either location and have them be visible in both. How it works MONESQ File Storage automatically create...
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Eric created an article,
View QBO sync history and re-sync transactions
Viewing your QBO sync history To view your sync history: Log in to MONESQ and click 'Settings' from the bottom of the navigation menu on the left: From the Settings screen, select the 'Integration...
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Eric created an article,
View QBO sync history and re-sync transactions
Viewing your QBO sync history To view your sync history: Log in to MONESQ and click 'Settings' from the bottom of the navigation menu on the left: From the Settings screen, select the 'Integration...