GoToMyAccounts

Take a look at this brief preview video which showcases the major changes coming to GoToMyAccounts. Feel free to comment and offer up your own suggestions!

Big release today with brand new responsive login user interface. In addition, I will go over the new authentication providers (Email, SMS, Signal, Telegram).

In addition to several other user interface enhancements, a dark mode is now available. You can quickly and easily toggle dark mode by using the button/icon located next to your user profile at the top right side of the screen. Please note that dark mode is currently only available on the staff side of the portal. The customer interface does not yet have this feature.

GoToMyAccounts just released an update to the payment gateway management page. It's now easier to make adjustments on the fly and see all your settings in one place.

You may wish to add alternate links in your email templates that render a "traditional" URL or link rather than just an HTML/CSS button. Some email clients are now filtering or disabling such buttons so having the alternate can be useful.

In this screen-cast tutorial, you will learn how to reset a portal account. In addition, you have the option to switch platforms (QB Online or QB Desktop).

I'm often asked if condensing QuickBooks Desktop data will affect data integrity with 3rd party apps. In this video, I will describe how to condense a QuickBooks company file without messing up data integrity. GoToMyAccounts is a branded customer self-service portal for QuickBooks Online and QuickBooks Desktop. Learn more at https://www.gotomyaccounts.com. Useful links: Create new company files from existing ones in QuickBooks Desktop: https://gtma.link/62wDq Start a new company file: https://gtma.link/HBjvU When to start a new company file to replace my old file: https://gtma.link/HevKP

This video tutorial demonstrates how to use GoToMyAccounts custom menu items. GoToMyAccounts is a branded customer self-service portal for QuickBooks Online and QuickBooks Desktop. Learn more at https://www.gotomyaccounts.com.