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
Details
- Version1.200.10
- UpdatedDecember 3, 2024
- FeaturesOffers in-app purchases
- Offered byEquility
- Size630KiB
- LanguagesEnglish
- DeveloperEquility
4914 Cedar Ave Philadelphia, PA 19143 United StatesEmail
hello@equilityhq.com - Non-traderThis 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
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
