FAQs & Tips and Tricks
Frequently Questions and Smart Tips to make the most of Propio
Tips and Tricks
Preventing Duplicate Transactions in Propio
Disable automatic bank feeds and limit ledger access to one person: Turn off any direct bank-feed integrations in your ledger and ensure only a singl...
🪄 Tips and Tricks to Use Propio Easily and Get Fast, Clear Results
Organized in quick-reference cards by topic, so you can quickly find the best practices in Propio. Filter before categorizing Use filters by descripti...
Frequently Asked Questions (FAQs):
âť“How to Use the AI Configuration Tool in Propio
The AI Configuration feature allows you to teach Propio how you’d like certain transactions to be categorized automatically. This is especially usef...
âť“How to Edit My Chart of Accounts Excel File Exported from QuickBooks Desktop to Import into QuickBooks Online
If you’re transitioning from QuickBooks Desktop to QuickBooks Online and want to bring your Chart of Accounts with you, here’s how to clean up your fi...
âť“ How to Add an Opening Balance to a Bank Account in QuickBooks Online
If you're starting a reconciliation in Propio for a client whose business was operating before your selected start date, you may need to enter an ope...
âť“How to View More Than 90 Days of Transactions in Propio
By default, when you connect a client’s bank account in Propio, we automatically import the last 90 days of transactions . But if you need to work wi...
âť“How to Migrate a Client from QuickBooks Desktop to QuickBooks Online
A compatible version of QBD (Pro, Premier, or Enterprise — preferably 2021 or newer). An active QuickBooks Online (QBO) account. Admin access to both ...
âť“How Do I Manage Payroll with Propio?
Propio gives you flexibility in how you manage payroll transactions, depending on how your business operates and how your ledger is set up. There are ...
âť“How to Edit a Client's Data?
If you need to update a client's information in Propio, such as their name, email, phone number, or other details, you can easily do so from their pro...
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...