Features
MULTI-USER CAPABILITY
Every client using Guru starts with an administrator and that administrator can invite additional users thus allowing accounting firms to add internal users and invite their clients as well. This means the Guru is just as flexible as QuickBooks. The firm may be closing monthly books for a client, and the client did not get the last journal entries imported. No problem, the firm’s bookkeeper working on the account simply signs in and imports the entries. As long as they have the proper access to the client’s QuickBooks Online company, it’s that easy!
Sync Guru with QuickBooks Online for importing that’s efficient and safe
Guru takes an IIF file and allows the user to upload it into QuickBooks Online quickly and simply. With a click of a button Guru can be sync’d with the accounts, classes, etc. in the applicable QuickBooks Online company. If the IIF file has an account or class that doesn't match or isn't in your QuickBooks Online company an error will result and you won't be allowed to import the file until the problem is corrected.
Review import history and related files
Users can view a history of all files uploaded into QuickBooks Online and the related raw files.
Error checks and reprocessing rejected files
Guru runs several routines to check for potential file problems including unbalanced entries, invalid accounts or classes, invalid or missing dates, etc. Guru notifies the user of the error, what needs to be corrected, and allows the user to easily reprocess the rejected entry once the error has been corrected.