General
Aero Basics
- How to schedule a free support session
- Reset the Authenticator App
- Searching without entering an exact name
- Changing your password
- How to change your Aero subscription
- Enter a Credit Card
Defining Your Services
- What is the difference between an Action Link and a Help Link?
- Add an Action Link or Help Link to an Aero, Recurring Aero, or Checklist Template
- How do I filter for just Basic Content (or just Premium Content) in the Library?
- Edit a Procedure
- How to Edit an Email Template
- How to Create an Email Template
Organizing Services
- How do I add Aeros / Recurring Aeros to an Aero Group?
- Create new Aero
- Create a Recurring Aero
- Create an Aero using a Checklist Template
- Create a Recurring Aero using a Checklist Template
- Create an Aero using a Library Template
Doing Your Work in aero
- Adding historical time to Aero
- Recording client notes in Aero
- My Preferences
- My Dashboard
- My Aeros
- Working on an Aero
Manage your firm in Aero
- Vault Entries List Report
- Managing Your Firm with Aero
- Ways to use Aero Groups
- Report: Time Cost vs Amount Billed in QuickBooks Online Summary
- Manage Aeros
- Manage Time
Companies, Contacts, Email Addresses
- How to Add a Contact to a Company
- Contacts and Companies
- Customers by Team Member
- How to add a new customer
- Importing Customers, Contacts, Email Addresses
- Manage Companies
Integrations
- Connect your Aero account to a new QuickBooks Online account
- How to find your API Key and Account ID (Account Number)
- How to Update your API Key in Zapier
- How the Aero-QuickBooks Online Sync Works
- Connect Aero to QuickBooks Online
- Mapping Aero to QuickBooks Online
Advise
- What is an Aero Advisor Account?
- Ways to Use Aero Advisor
- Create a New Managed Account
- Adding Users to a Managed Account
- Sharing templates and procedures with a Managed Account
- Setting up Tasks in a Managed Account
Aero University
- How can I start an Aero and also have access to the customer vault?
- Cloning a Recurring Aero to speed setting up client work
- How to handle Dependent Tasks
- How can I assign Aeros to an inactive user?
- What's the best way to set up my Aero account for my tax firm?
- Video Tutorials
FAQ
- How does my QuickBooks Online Sync get stuck?
- How secure is the information stored in Customer Vaults?
- How can I see more Aeros on my Dashboard?
- How can I see more than today's time entries on the My Timesheet screen?
- How can I reassign Aeros from an inactive Team Member.
- Why does my timer stop running?
Announcements
- Release Notes 12/15/2021
- Release Notes 11/18/2021
- Release Notes 11/9/2021
- Release Notes 9/27/21
- Release Notes 8/20/2021
- Release Notes 7/28/2021