Item logo image for Equility Extension

Equility Extension

www.equilityhq.com
ExtensionWorkflow & Planning88 users
Item media 1 (screenshot) for Equility Extension

Overview

Equility extension

FINANCIAL REVIEW Once Equility is connected to your QuickBooks Online account, we review your financial statements for a wide range of potential issues, including but not limited to: - Bank & Credit Card Reconciliation Status - Depreciation & Amortization Entries - Uncategorized Asset Listings - Undeposited Funds Balance - Entity-based Equity Allocations - S-Corp Payroll Regulations - Clearing Accounts / Uncategorized Transactions Our platform then provides you with a financial review summary, which can be reviewed in-house or downloaded as a PDF to share with clients or financial professionals. ADVANCED BANK RECONCILIATION FEATURE FOR QBO Bank reconciliations can be extremely tedious and time consuming when you have more than a few transactions. Our software allows you to sync transactions directly from your bank account or to pull in your bank statements via CSV. Once the transactions are within Equility, our algorithm will automatically match the transactions in QBO to your bank statement, saving you valuable time. If there are transactions missing within QBO (or duplicate transactions) our software will point this out to you, ensure that your reconciliation is completed accurately, every time! QUESTIONS/COMMENTS/SUGGESTIONS Please reach out to us at hello@equilityhq.com

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Details

  • Version
    1.200.11
  • Updated
    December 16, 2024
  • Size
    633KiB
  • Languages
    English
  • Developer
    Equility
    4914 Cedar Ave Philadelphia, PA 19143 US
    Website
    Email
    hello@equilityhq.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Equility Extension has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Equility Extension handles the following:

Personally identifiable information
Financial and payment information
Authentication information
User activity

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

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