Eric
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Activity overview
Latest activity by Eric-
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...
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Eric created an article,
Editing your pipeline
Accessing your pipeline: Log in to MONESQ and click 'CRM' from the navigation menu on the left: This will bring you to the CRM Dashboard, which displays your pipeline: By default there are 4 ...
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Eric created an article,
Creating a Trust deposit
There are two ways to deposit funds into your trust account. Invoices and payments to Trust The first way to deposit funds into Trust is to generate an invoice to Trust and receive payment on it....
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Eric created an article,
Moving files and folders
At times it may be necessary to move files of folders. You can do this in MONESQ in two ways: Drag-and-drop MONESQ allows you to drag and drop files or folders into child folders located within ...