Getting Started
Quickly get connected and up to speed as a new user.
6 articles
AWritten by Tom Dvorak and Anna Inwood

Welcome to VERIFYiQ
Watch our welcome video for a quick orientation!
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 XeroA
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
Written by Tom Dvorak. Updated over a week ago
Editing the status of one or multiple line items
Override the status of specific transactionsA
Written by Anna Inwood. Updated over a week ago
Correct, Warning, Error
What are the indicators and what do they mean?A
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 clientA
Written by Anna Inwood. Updated over a week ago