Introduction

Welcome to the Quick Start guide for Equility! This page will help you get up and running with Equility by walking you through the essential steps to set up your account.

What is Equility?

Equility is a bookkeeping productivity platform that helps users automate account reconciliations and the financial review process. By connecting Equility to your QuickBooks Online account and related financial data (ie, online banking) you can automatically identify missing and/or errant transactions within your QuickBooks account.

Key Features:

• Banking Integrations: Automatically connect to your online banking accounts. This allows our reconciliation module to continue to reconcile your account, even when you're asleep.

• Automated Account Reconciliations: Our reconciliation module is able to compare the transactions within your QuickBooks Online account to those within your source data (ie, online banking account) in order to identify and missing or errant transactions.

• Automated Financial Review: Verify that your account balances are accurately reflected within QuickBooks Online, and also create custom targets to ensure that the balance/total for every general ledger account is accurate.

• Financial Analytics: Get a graphically assessment of your business activity with the ability to connect to QuickBooks Online account, as well as your banking data.

• Team Management: Invite as many members of your team to use Equility as you want - for free!

• Project Management: Create custom projects and tasks for yourself or your team.

• Services / Bookkeeping Assistance: Get one-on-one accounting assistance for any time-sensitive tasks that you need assistance with.

By leveraging Equility, users will be able to get their accounting work done faster and more accurately.

How do I connect Equility to my QuickBooks company?

When you sign-up for Equility, the first request will be for you to connect your QuickBooks Online company through our onboarding process.

Once you've completed your onboarding process, you can continue to add as many companies as you'd like by going to All Companies > Add Company. Once you cllick that button, you will be redirected to the company onboarding screen showing below:

Sync a repository

GitBook also allows you to set up a bi-directional sync with an existing repository on GitHub or GitLab. Setting up Git Sync allows you and your team to write content in GitBook or in code, and never have to worry about your content becoming out of sync.