OnBalance Express

Alerts and notices

OnBalance Express is a cloud-based client application that will help your small business clients stay organized with secure anytime / anywhere access to their data. The web and mobile applications provide a secure way for your clients to track sales, customers, vendors, invoices, mileage, expenses, and bank transactions.

Visit the OnBalance Express website for more information.

Integration with Accounting CS

After you send your client an invitation to register for an OnBalance Express account and they sign up, your client can start using the application to help them run their businesses smoothly.

Using OnBalance Express bank feeds, your client can retrieve checking, savings, and credit card transactions directly from their financial institutions. They can also use OnBalance Express online payments to receive secure electronic payments from their customers.

When it is time for you to process your clients' data, you can import their transactions, bank account information, and chart of accounts categories into Accounting CS. Then you can easily process and track their information for tax and accounting purposes.

Related topics

Setting up a client for OnBalance Express

Importing client data from OnBalance Express

OnBalance mobile app (in the OnBalance Help & How-To Center)