How To's

How to Create a Suspense Account in Xero?
Login to Xero  Go to Accounting and click on "Chart of Accounts" If you do not already have a suspense account  Click on " Add ...
Mon, Oct 10, 2022 at 10:41 AM
Can I re-activate a customer with my Xero integration?
Unfortunately, Xero only allows deactivations, and do not support re-activations. Since they do not allow it payportal will not either. 
Wed, Nov 2, 2022 at 6:20 AM
How to Add Late Fees?
Late fees must be added as a line item and a product and service.  The price will display correctly, but due to restrictions in Intuit API, it will n...
Tue, Nov 29, 2022 at 10:20 AM
How to Record Deposits for QuickBooks Desktop?
Login to your QuickBooks  From the Home Page Click on Record Deposits A list of  Payments to Deposit will appear  You can select a few or SELECT ALL ...
Wed, Dec 28, 2022 at 7:41 AM
How to remove the PayPortal application from the QuickBooks Web Connector
How to remove the Application from Web Connector 1. Open the web connector and click Remove on the application. (QuickBooks | File > Update Web Servi...
Fri, Dec 30, 2022 at 10:41 AM
How to Add Invoice Message Notes?
From the Dashboard go to Invoices Tab From there click on a specific invoice number You will be on the invoice details - Click on Invoice message ...
Tue, Jan 31, 2023 at 2:34 PM
How to Send Customer Portal Reset Password Email?
From The Dashboard Go to Customers Click on customer name Click on email history  Click on Send Email Choose Template "Reset Passw...
Thu, Feb 16, 2023 at 9:38 AM