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Getting Started

Getting Started

Quickly get connected and up to speed as a new user.

6 articles
Tom Dvorak avatarA
Written by Tom Dvorak and Anna Inwood

Welcome to VERIFYiQ

Watch our welcome video for a quick orientation!
Tom Dvorak avatar
Written by Tom Dvorak. Updated over a week ago

Configuring your first client file

Set up your first client, and link them to QuickBooks Online or Xero
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Written by Anna Inwood. Updated over a week ago

File Reviews (from start to finish)

How to open, run, and close a typical monthly review
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Written by Tom Dvorak. Updated over a week ago

Editing the status of one or multiple line items

Override the status of specific transactions
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Written by Anna Inwood. Updated over a week ago

Correct, Warning, Error

What are the indicators and what do they mean?
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Written by Anna Inwood. Updated over a week ago

Custom Test Rules: Every client is unique

Reduce false alarms by tailoring rules to suit the needs of every client
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Written by Anna Inwood. Updated over a week ago