By Mary Cooper
updated 17 days ago
You can use the Hide Billings feature to disable TaxDome’s billing management and QuickBooks integration so that your clients cannot see or settle pending bills within TaxDome.
To do so, go to Settings, select Payments, click HIDE in the Hide Billings from Client section, then click PROCEED.
Please note: Generally, our clients settle their bills directly on TaxDome. Thus, they don’t use Quickbooks to bill clients. At TaxDome, we offer QuickBooks integration. When a firm uses it, bills and payments are automatically sent to QB, and your clients receive an email notification for a new bill.
You can switch back to the TaxDome billing management system at any time. Go to Settings, select Payments, then click SHOW in the Hide Billings from Client section.