FAQs & Tips and Tricks
Frequently Questions and Smart Tips to make the most of Propio
Frequently Asked Questions (FAQs):
âť“How do I manually add a transaction in Propio?
Propio allows you to manually add a transaction if needed — perfect for cases where a transaction wasn't pulled from a bank feed or PDF statement. Go ...
âť“How do I share access to a client with my team in Propio?
Propio allows you to easily share client access with your teammates, making collaboration seamless when managing accounting for shared clients. Go to ...
âť“ How do I disconnect the bank feed in QuickBooks or Xero?
If you're moving your client's bank connection to Propio , it's very important to first disconnect the existing bank feed in your ledger system (Qu...
âť“How do I add more bank accounts for a client in Propio?
To add additional bank accounts, simply repeat the same connection process you used originally: Use the same Propio Sync link you previously sent ...
âť“ How do I delete a client I no longer need in Propio?
If you need to permanently remove a client from Propio, follow these steps carefully: Go to the Clients page. Search for the client using the search ...
❓ Why don’t transfers get selected during bulk categorization?
When you try to categorize all transactions on a page using the “Select All” checkbox , Propio automatically excludes transfer-type transactions fr...