Getting Started Articles
9 articles
How Upgrades & Downgrades WorkThis guide will explain how upgrades and downgrades affect your projects and saved data.
How to Create a New ProjectThis article will teach you how to create a new project so you can start creating projections.
How to Answer Questions on the Questions PageThis guide will walk you through the process of answering questions, submitting your responses, and updating them whenever needed.
How do I download an image of a chart or an Excel version of a table?Learn how to easily download charts or tables from your forecasts.
How do I provide feedback?Want to provide us with feedback or recommendations? This article will guide you.
Found a bug or error page that you would like to report?This article will show you how to best notify us if you've experienced a bug or error page.
Using RunSmart with QuickBooks Online InternationallyFind out which international countries support using RunSmart with QuickBooks Online, including local currency and language details.
RunSmart Industry Reference GuideUse this guide to find the right industry for your business in RunSmart—includes descriptions and real-world small business examples.
How to Set Up RunSmart Projects for Your Clients as a Bookkeeper in your Pro plan AccountLearn how to set up projects for each client, invite them, and guide them to connect their QuickBooks account to RunSmart as a bookkeeper.