Getting Started

Initial Setup Videos and Instructions
Setup Video (QuickBooks Online) Setup Video (QuickBooks Desktop) QuickBooks Desktop Sync App Instructions Once you complete the online regist...
Wed, 6 May, 2020 at 1:56 AM
How to upgrade from a free trial account to a paid subscription
After trying out all the features of GoToMyAccounts, you can upgrade your free trial account to a paid subscription. To upgrade your account , just follow t...
Wed, 6 May, 2020 at 1:58 AM
Email Setup
The initial email sending settings will use your signup email address. In many cases, this is not desirable and you will want to change the sending email ad...
Tue, 29 Sep, 2020 at 5:14 AM
How To Setup WordPress Single Sign On (SSO)
The GoToMyAccounts Single Sign On plugin for WordPress allows you to have direct links into your customer portal for any logged in WordPress user. Your Word...
Wed, 6 May, 2020 at 2:00 AM
Third Party Email Service Rate Limits
It is generally discouraged to use your personal or corporate email server (service) to send transactional or bulk emails. The reason for this (primarily) i...
Tue, 29 Sep, 2020 at 5:05 AM