Setting up a client for OnBalance Express

Alerts and notices

OnBalance Express is a convenient application that your clients can use to track sales, customers, vendors, mileage, expenses, and bank transactions. Your client can use OnBalance Express bank feeds to retrieve transaction data from their financial institutions, and OnBalance Express online payments to accept electronic payments from their customers. When the data is ready for processing, you can import your clients' transactions, bank accounts, and expense categories into Accounting CS.

Accountant steps

Before a client can use OnBalance Express, you must enable it for them in Accounting CS.

  1. Choose Setup > Clients and click the Edit button.
  2. In the Services section of the Main tab, click the Ellipsis button button.
  3. In the Add/Remove Services dialog, mark the Enable OnBalance Express checkbox.

    Note: Additional charges apply for each client who uses OnBalance Express.

  4. Enter the client's email address and then click OK. Accounting CS will send the client an email message to this address, inviting them to create an OnBalance account.

    Note: If your client does not receive the email for some reason, or if you need to send the email again, simply click the Resend button, and Accounting CS will send another email to the client.

  5. Click Enter to save the client record.

Client steps

After your client receives a registration email from OnBalance, they need to click the Register Now button in the email message to set up an OnBalance Express account. The OnBalance registration site will open in the client's default browser and step them through the registration process.

Your client will need to do the following to register for their OnBalance Express account.

  1. Enter their first and last name and email address.
  2. Enter a secure password, and then click the Sign Up button.
  3. Enter their company name and DBA name. If they want to add a logo, they can upload the image file.
  4. Click Next.
  5. Enter information for their company's contact person — email address, phone number, and address — and then click Next.
  6. Select their company's due date terms and specify whether or not their company charges sales tax.
  7. Click Done to complete the registration.

After your client completes the account setup process, they can start using OnBalance Express in their daily business, and you can import their data into Accounting CS and process that data as needed.

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