FAQs
You’ve got questions. We’ve got answers.
FAQs for Accountants
The API key on our Enterprise Plan allows you to create a zap to the software of your choice and push the completed review data into that software. You can use this for pretty much any software, as long as it integrates with Zapier.
If you’re on our Enterprise Plan, this option is super easy to find and use. Just go under company settings, click on “API Integration”, then use the given API key to create a zap. Easy-peasy!
If you’re using our Team or Enterprise Plans, there are two easy-to-use dashboards.
The first is the Firm Dashboard. This contains a list of your clients, as well as the review status of each review so you can get most of your information with a quick glimpse.
The second is the Client Dashboard. This one contains important client bookkeeping information, including banking, credit card accounts, and associated transactions. This way, you can find any financial information you need with the click of a button.
VERIFYiQ takes security very seriously. That’s why VERIFYiQ only has a view-only connection with your accounting software. That means any changes made within VERIFYiQ will not affect your QuickBooks file or your Xero file. You must make any changes directly in the accounting software.
Another way that VERIFYiQ takes security very seriously is that we offer two-factor authentication. In fact, if you’re on our Enterprise Plan, you can easily enable or disable two-factor authentication for all users.
If you’re on our Team or Enterprise Plan, you only need two people in order to run a review, and those are a bookkeeper and a reviewer.
In VERIFYiQ’s Team and Enterprise plans, there are two types of review notes that are possible. These are summary comments and query comments, and both of these are available for the bookkeeper and the reviewer to take advantage of.
Summary comments are great for matters concerning the overall health of the client, or the overall status of their books.
On the other hand, query comments are for going into detail. You can also match the comment type to the tab or section within VERIFYiQ. So, for example, if you need to leave a specific comment regarding the reconciliation, you can tie it to the reconciliation section.
Yes, you can have test rules that are specific to each client.
If you’re on our Team or Enterprise Plan, the test rules correspond to the tabs on the Dashboard – there is the “Reconciliation” Test Rule, “General Ledger” Test Rule, “Income Statement” Test Rule, and several others. Each rule is easy to change / update within VERIFYiQ.
Well that one is easy! You can sign up for a live demo with someone from our team to see it in action and get your questions answered. Upon signing up you will have instant access to a prerecorded demo so you can get a feel for it before your live demo.
FAQs for Entrepreneurs
Yes, VERIFYiQ has checklists!
In fact, you can have a custom checklist for each client. All you have to do is click the “Checklist” tab in our online platform. Plus, there is no minimum or maximum number of client-specific checklists you can have.
Yes, VERIFYiQ has a dashboard.
The dashboard can be found on the first tab within our platform, labeled “Dashboard”. Within the dashboard, you’ll find two major components of information.
The first component is your bookkeeping information. This lists your bank accounts, number of transactions, and a summary, as well as your customer invoices, deposits, payments, vendor bills, journal entries, and the number of those transactions.
The second component of the dashboard is the financial information. This includes a summary for the period being reviewed and the last 12 months.
It only takes one person – the business owner – to run VERIFYiQ on our Essentials Plan.
After all, this plan is designed for the business owner to be able to start and run their own file reviews so they can check up on their accounting personnel’s work. All it takes to get started is you!
Well that one is easy! You can sign up for a live demo with someone from our team to see it in action and get your questions answered. Upon signing up you will have instant access to a prerecorded demo so you can get a feel for it before your live demo.
FAQs for Accountants
The API key on our Enterprise Plan allows you to create a zap to the software of your choice and push the completed review data into that software. You can use this for pretty much any software, as long as it integrates with Zapier.
If you’re on our Enterprise Plan, this option is super easy to find and use. Just go under company settings, click on “API Integration”, then use the given API key to create a zap. Easy-peasy!
If you’re using our Team or Enterprise Plans, there are two easy-to-use dashboards.
The first is the Firm Dashboard. This contains a list of your clients, as well as the review status of each review so you can get most of your information with a quick glimpse.
The second is the Client Dashboard. This one contains important client bookkeeping information, including banking, credit card accounts, and associated transactions. This way, you can find any financial information you need with the click of a button.
VERIFYiQ takes security very seriously. That’s why VERIFYiQ only has a view-only connection with your accounting software. That means any changes made within VERIFYiQ will not affect your QuickBooks file or your Xero file. You must make any changes directly in the accounting software.
Another way that VERIGYiQ takes security very seriously is that we offer two-factor authentication. In fact, if you’re on our Enterprise Plan, you can easily enable or disable two-factor authentication for all users.
If you’re on our Team or Enterprise Plan, you only need two people in order to run a review, and those are a bookkeeper and a reviewer.
In VERIFYiQ’s Team and Enterprise plans, there are two types of review notes that are possible. These are summary comments and query comments, and both of these are available for the bookkeeper and the reviewer to take advantage of.
Summary comments are great for matters concerning the overall health of the client, or the overall status of their books.
On the other hand, query comments are for going into detail. You can also match the comment type to the tab or section within VERIFYiQ. So, for example, if you need to leave a specific comment regarding the reconciliation, you can tie it to the reconciliation section.
Yes, you can have test rules that are specific to each client.
If you’re on our Team or Enterprise Plan, the test rules correspond to the tabs on the Dashboard – there is the “Reconciliation” Test Rule, “General Ledger” Test Rule, “Income Statement” Test Rule, and several others. Each rule is easy to change / update within VERIFYiQ.
Well that one is easy! You can sign up for a live demo with someone from our team to see it in action and get your questions answered. Upon signing up you will have instant access to a prerecorded demo so you can get a feel for it before your live demo.
FAQs for Entrepreneurs
Yes, VERIFYiQ has checklists!
In fact, you can have a custom checklist for each client. All you have to do is click the “Checklist” tab in our online platform. Plus, there is no minimum or maximum number of client-specific checklists you can have..
Yes, VERIFYiQ has a dashboard.
The dashboard can be found on the first tab within our platform, labeled “Dashboard”. Within the dashboard, you’ll find two major components of information.
The first component is your bookkeeping information. This lists your bank accounts, number of transactions, and a summary, as well as your customer invoices, deposits, payments, vendor bills, journal entries, and the number of those transactions.
The second component of the dashboard is the financial information. This includes a summary for the period being reviewed and the last 12 months.
It only takes one person – the business owner – to run VERIFYiQ on our Essentials Plan.
After all, this plan is designed for the business owner to be able to start and run their own file reviews so they can check up on their accounting personnel’s work. All it takes to get started is you!
Well that one is easy! You can sign up for a live demo with someone from our team to see it in action and get your questions answered. Upon signing up you will have instant access to a prerecorded demo so you can get a feel for it before your live demo.