A little help.
A lot more clarity.
From your first upload to your next QuickBooks sync.
Find an answer, follow a guide, or talk to us.
Let’s find where it stopped.
A file retry. Not another bill.
The transaction and its attachment are separate steps. Check the file status without repeating the bill.
Show me what to checkA good place to look.
Clear steps for the work in front of you.
Your first invoice, from upload to review
A clear place to start. One document, one review, one next step.
A document won’t upload. What should I check?
Check the source file and workspace before sending it again.
An extracted field doesn’t match the invoice
Compare the source, correct the field, and keep approval in your hands.
What does “possible duplicate” mean?
A signal to compare the documents—not a reason to delete one blindly.
Connect or reconnect the right QuickBooks company
Check the workspace and authorization before retrying a sync.
The bill is in QuickBooks. Where is the attachment?
The accounting record and the source file have separate outcomes.
You don’t have to figure
it all out alone.
Bring your question. Include what you’ve already tried.
We’ll have the context, not just another “something broke.”
Before you ask.
Do I need to share my QuickBooks password?
No. Use the authorized QuickBooks connection flow. Never include passwords or tokens in support requests.
What should I include when I contact support?
Your workspace, document reference, exact error, what you expected, and what you already tried. Add the time with time zone and browser when relevant.
Will these checks change anything in my account?
No. The guides and examples on this page do not connect to your workspace or make changes in QuickBooks.
Can I get a walkthrough before signing up?
Yes. Visit the Book a demo page to explore a walkthrough and contact the team. These support tools do not book meetings.