FAQ

Why do I need this awesome tool?

Quickbooks, at least right now, makes you compose an email for every one of your suppliers in order to let them know you've paid their invoices. This can get pretty time consuming and boring. So we built this!

What the heck is a "Check Detail Report"?

Your Check Detail Report shows payments made to your suppliers.

How do I generate a "Check Detail Report"?

If you're patient... this video shows you how!

What version of QuickBooks does this work for?

Right now we support only Quickbooks Desktop (not Online). But we're working on it! If it doesn't work for your specific version of Quickbooks -- send us a note via the support page and we'll get on it!

Why doesn't the system recognize my Quickbooks "Check Detail Report"?

We're still working at making it better. That means, there are several formats that Quickbooks Toolbox cannot detect.

We recommend that you try exporting your "Check Detail Report" using the default/recommended layout in Quickbooks.

Is my information kept private?

We regularly purge our email logs and uploaded files. We may inspect excel uploads if they fail in order to make the site better. But, we would never sell or distribute any of your information. We are a HIPAA compliant company that takes privacy very seriously, so rest assured that your information is safe and secure.

Why do you have pictures of bikes and old cars?

Ummm... well... you know, we think they look pretty neat!