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24 Topics
G
GarrettRNew Decimal
asked in General
Transactions not showing up in transaction review

I have a client with a “Ask My Accountant” expense account and none of the transactions in that account ace showing up. I have 2 other accounts where it seems to be working perfectly but I cant figure out why this specific account isn't working. Let me know if anyone has an Idea. Thanks!

314
M
1 year ago
Jennifer Syers
Jennifer SyersNew Decimal
asked in General
Cash Basis Reporting

Has Digits added the cash basis feature yet?All of my clients are cash basis so Digits is kind of pointless for me right now.

1114
M
1 year ago
Shelly
Advisory Board
ShellyAdvisory Board
asked in General
Error in Summary of Executive Report

I am having issues with typing a summary in the Executive Report.When I hit enter to create a line in between paragraphs it does not work. I do not see the signature of my company name as I did in one of my other clients reports I get an Error 37927Please help.cc: @courtney  

9110
M
1 year ago
R
Ryan CaseParticipating Frequently
asked in General
Client Portal

Does the client portal not have the “Ask Digits” AI feature? See attached. I logged in as if I were a client and it looks like clients don’t have access to this. 

234
R
1 year ago
R
Richard ArmstrongNew Decimal
asked in General
Cannot launch Digits in QBO

I have connected QBO and Digits.  I connected the bank account to Digits.  I go into My Apps to launch the app in QBO - nothing.  Taking me back to home screen in Digits.  Where am i going wrong?THXRick Armstrong

201
M
1 year ago
R
Rich ConleyNew Decimal
asked in General
Video for New Clients

Do you have an instructional video on introducing the product from a clients perspective (not bookkeeper) ? .  We would like to include it in our onboarding email to get people familiar with the product rather than doing a bunch of 1:1 calls. 

1094
Dakota
1 year ago
J
Jeff RudnerNew Decimal
asked in General
Pricing

What is the pricing to be able to run my clients’ financials in Digits and issue reports to them regularly?

532
M
2 years ago
K
kmacyNew Decimal
asked in General
Non Profit Language

I had a meeting with a potential new client who is a non profit and they liked the software, and maybe I Just don’t see how yet because they aren’t my client yet, but can Digits reports be created with the non profits language?  “Statement of Financial Position” and “Statement of Activity”, etc.?

131
M
2 years ago
P
Patricia GrimesNew Decimal
asked in General
Re-sync to QuickBooks

If I make a change in QB - how do I re-sync this with Digits?

651
jseibert
2 years ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General
Can't see clients

I went to send a report today but all of my clients have disappeared? I can see history of messages when they viewed previous ones. 

235
M
2 years ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General
Reports templating

Is there a way to memorize a report so you don’t have to go in and customize it each time you run it? if things change in QBO after report has been created does it update the report or do we need to rerun it?Thank you,Ellen

333
M
2 years ago
bfausett21
bfausett21Participating Frequently
asked in General
Digits Reports Demo Video for Clients

Is there a demo video of the reports that I can show prospective clients?

1134
david
2 years ago
SeeSureNumbers
SeeSureNumbersNew Decimal
asked in General
Xero and Digits Timeline???

Timeline for Xero and Digits??  

841
M
2 years ago
J
jsanchezcpaNew Decimal
asked in General
New to Digits

I Just joined, very interested to see how this can help our firm’s accounting service.Am I suppose to see something on my client Dashboard?

182
J
2 years ago
T
TSBooksNew Decimal
asked in General
Client Portal?

Is there a way to see what your client sees when you send them a report?Also where are they sent? Can that tie back to my website? 

693
C
2 years ago
Shelly
Advisory Board
ShellyAdvisory Board
asked in General
Balance Sheet not Displaying Correctly

Xiid Corp - the Equity section of the balance sheet is not displaying correctly. The Account numbers are not listing as they should. Please fix and also remove accounts that have a zero balance.

1108
Shelly
Advisory Board
2 years ago
R
Advisory Board
rynaecalderAdvisory Board
asked in General
Account manager versus admin access

Hello, Is there a way to give an employee Admin access and then select which companies I do not want her to have access to?  It appears in order for her to share links and send emails to clients, she does not have that capability as account manager.  But if I give her full admin access, then she can see my personal business financials which I do not want her to have.  Thank you,

676
C
2 years ago
S
Advisory Board
sarahbrookeAdvisory Board
asked in General
Removing Clients

How do you remove clients from your Dashboard? 

831
C
2 years ago
RuthScottSolutions
RuthScottSolutionsNew Decimal
asked in General
Customer Receivables Categories not working.

The Under Customer Transactions and Receivables, the totals at the top are correct but the Categories are picking up all sales not just for that customer. Any ideas?

182
C
2 years ago
R
Advisory Board
RbpinneyAdvisory Board
asked in General
Does my email for registering to Digits need to be same as Quickbooks email?

Does the email i use for digits need to be the same as my QuickBooks email?

221
M
2 years ago
alisonevans
alisonevansNew Decimal
asked in General
Using Digits

I cant see where to even start anything?

231
C
2 years ago
ALS22
Advisory Board
ALS22Advisory Board
asked in General
Access To Labs

I requested access to Labs so that can test the Digits Boost. Please assist. 

583
ALS22
Advisory Board
2 years ago
M
MarlaNew Decimal
asked in General
Administrative Assistant

I work for an accounting firm that uses QBO. We are interested in using Digits as an app with some of our QBO clients, but we can’t seem to locate your app when we are in QBO. Do you work with QBO?

271
M
2 years ago
Liveoakbk
Advisory Board
LiveoakbkAdvisory Board
asked in General
VPN's

I use Nord VPN for work and when I go to Digits.com it tells me that the server is unavailable. I have to go disconnect Nord for 5 minutes and then sign into digits.com, then I can reconnect and everything works. Is there a way to stop this annoying work around?

817
C
2 years ago

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