Customer FAQs

Yes, you do. The download link can be found here or within the Equility platform.

Simply go to the ‘All Companies’ page within the application and click the ‘Add Company’ button. Once you click that button, and enter your QuickBooks Online credentials, you’ll be able to choose the company that you’d like to add to your Equility dashboard.

For each company that you add to Equility, you’ll have the ability to add a team member as a ‘View Only’ or ‘Member’.

Once you add a company to Equility, simply click the company name, navigate to the ‘Company’ details page and click ‘Invite teammate’.

Once installed, our plug-in gives you the ability to start using Equility to complete an account reconciliation from within QuickBooks Online by clicking the ‘Reconcile with Equility’ button, which will be in the top right of your reconciliation page. A walk-through video can be found here.

You can also start a reconciliation directly within Equility by choosing your company, and then clicking the ‘Account Reconciliation’ button.

Once you’ve chosen your company, you simply need to click the ‘Compliance Check’ button and then answer a few questions about the business, as well as the date range of compliance check.

Once this information is entered, simply click the ‘Start’ button and Equility will do the rest!

If Equility flags any issues with your QuickBooks Online account that you’re unsure of how to fix, it is recommend to schedule an advisory call with our team.

During this call, we will use the time to explain why the issue was flagged and to help you come up with a process to ensure that these issues do not reoccur in the future.

Eventually, we will build solutions that will help automate these processes, but until then, we want to be as hands on as possible, to ensure that your books get closed properly.