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138 Topics

L
Lindsay CalalangNew Decimal
asked in General

I can't see the "add client" button

I swear I’m not new to computers, but I cannot find the “add client” button to link Quickbooks to save my life!! Help!

3
Rob Hamilton
1 year 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

3
Michael
1 year ago
Joseph Damiens
Joseph DamiensNew Decimal
asked in General

Clean Up - Transactions not showing in boost

I imported a client into digits yesterday that has some cleanup work we need to do for 2022.  I see the transactions are visible in search and reports, but the boost is not recommending any yet, and transaction review doesn’t let me recategorize.  The transactions were all imported into qbo as uncategorized transactions.  Is there delay for boost or am I doing this incorrectly? 

2
Michael
1 year ago
A
Adele GruberNew Decimal
asked in Transaction Review

sending request to client for transaction review/uncat transactions

Does my client have to have an activated dashboard/portal in order to receive and answer Transaction Review requests?  

1
Michael
1 year ago
bfausett21
bfausett21Participating Frequently
asked in General

Remove client from portal

I need to remove access to the client portal for a former partner. I see how to add client access to the portal but can’t figure out how to remove someone. The client account needs to remain in Digits, I just need to remove access for one of the parties who has now left the company.Can you tell me how to do that? Thank you 😊  

3
Dakota
11 months ago
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!

4
Michael
9 months ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in General

Inaccuracies

Has anyone else run into inaccuracies in the executive summary? For example, for one of my clients, it says they had a $1900 decrease in spend with one of their vendors in Q2, but that’s not even possible when total spend on this vendor all year has only been $1200. I removed it from the executive summary but of course, that still pops up when they hover over that area in the Income Statement. 

2
C
Advisory Board
2 years ago
M
Mike CarpenterNew Decimal
asked in General

refresh numbers

How do I get the model to refresh.  In the current month.  As I make closing entries and accruals the model does not refresh.

5
Michael
10 months ago
dgoodcfo
Advisory Board
dgoodcfoAdvisory Board
asked in General

Revenue vs Below the Line Other Revenue

Most companies show Revenue accounts above the line or Operating part of the business.  I think those are what should be captured for your Sales Analysis.  However, below the line there are other Income Line Items which are not really part of operations.  These are also being included in your sales section.  I think they should be excluded because they cloud the revenue analysis.  

1
Michael
1 year ago
H
hubelefpcNew Decimal
asked in General

Budgeting

Is there a way to bring the budget in from QBO to create a report of budget vs. actuals?

2
Liveoakbk
Advisory Board
1 year ago
C
Chad StewartNew Decimal
asked in General

What does Digits do?

Hi everyone, I am new to Digits and I’m trying to figure out how it can help me.  I am honestly just confused about what Digits is. I have connected 2 of my bookkeeping clients with QuickBooks Online and I am confused if Digits is supposed to automate the bookkeeping functions (transaction classification, etc.) or if it is mostly a reporting platform?

1
Michael
10 months 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?

1
Michael
2 years ago
R
Ryan IngersollNew Decimal
asked in General

How to Delete Report

How I do I delete a Digits Report I no longer need? I made a copy customized it, but I don’t want the old version any longer.

5
Dakota
1 month ago
A
Anonymous
posted in General

Digits x AFWA

The Digits team had a wonderful time at last week’s Women Who Count conference in Chicago! It was inspiring to meet so many brilliant women, and we had so much fun handing out our signature green nail polish and sharing how Digits can help supercharge your business and WOW your clients. We were honored to partner with AFWA to host a special reception for the Chapter Achievement Award winners which included endless cocktails, gourmet bites and beats provided by DJ Liz Ladoux.Digits will be hosting events like this for any chapter of AWFA that is interested! You can learn more about our partnership here. Here are a few snapshots from the conference & reception!  

2
N
1 year ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General

How do I delete/disconnect a business

How do I delete/disconnect a business I don't work with anymore? I need to delete Statecraft, schoolcraft and northarc

3
Michael
1 month ago
E
Advisory Board
ellenflowersAdvisory Board
asked in General

Issues connecting clients

Hi there, I tried to connect two clients today. the first is missing most of last years data (Zephyrhills) the second said I needed to contact you (RFT)?Thank you,Ellen

5
Michael
1 year ago
Chris Scott
Chris ScottNew Decimal
asked in General

How to Add my coworkers

I’ve recently setup an account for my firm and I added several colleagues but they didn’t get invites, how do I share access to digits with additional members of my accounting firm?

5
Michael
11 months ago
alisonevans
alisonevansNew Decimal
asked in General

Using Digits

I cant see where to even start anything?

1
courtney
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. 

5
Michael
1 year ago
Kristen Nies Ciraldo
Kristen Nies CiraldoNew Decimal
asked in General

Changing assigned vendor name

Client’s payroll is entered in bulk by journal entry, so those expenses do not have a vendor associated with them.Somehow in Digits, all the je’s for payroll have become associated with a vendor name.  So that vendor name is consistently coming up as #1 in spend in the top 5 lists, etc.  I am guessing this MIGHT have been something that happened within assigning vendor names with the Boosts.How do I:Edit the vendor associated with these journals entries  AND/OR Edit the vendor entry in digits so it can be called something else (ie: payroll)Thanks!

1
Michael
1 year ago
bfausett21
bfausett21Participating Frequently
asked in General

Profit and Loss Missing Data - previous month comparison

The dollar amount comparison to previous month is not working on the Profit and Loss report. It’s the same on all clients. I’m including a screenprint. Thank you 😊 

4
Michael
4 months ago
A
Anonymous
published in General

Digits Pricing is Live!

A few weeks ago, we sent everyone an email letting them know that we’d be introducing pricing tiers, and how that would affect each of you. If you missed that email, please check your inbox for a note from @Michael. As of today, you’ll see a new experience within your Digits account. Our pricing tiers are based on the number of clients you link. Your first five clients will be free forever – once you add additional clients, you’ll see a prompt to upgrade to our next tier. We put together an article explaining more about this process here. Leave a comment and let us know what questions you have, or schedule a call with us here. Thank you again for being on this journey with us and for supporting Digits. Don’t hesitate to reach out with any feedback - you know we’re all ears!Lily 

220
A
1 year ago
C
CryptotaxcookNew Decimal
asked in General

Client Action Items not Related to Specific Transactions?

Is there a way to ask Client questions or assign action items that aren’t connected to specific transactions? Thanks!

3
Dakota
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. 

4
R
1 year ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in General

paid features

Is there anywhere I can see what custom branded reports and custom branded portals look like? Also how does file storage work? How is it structured? 

1
Michael
1 year ago

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