Getting Connected to the RIGHT QBO Company Sometimes our users have a hard time getting connected to the right QBO company- the one that is your books...
Deleting Things in Aero As time goes on, you may find that you want to delete existing Aeros, Master Aeros, Projects – and other...
QBO Error Log Messages Your Quickbooks Sync Log (Navigate to Admin > Manage QuickBooks) contains a lot of useful information – and sometimes some...
Adding Historical Time Data to Aero Because Aero is a workflow system that also tracks time, not a time-tracking app, entering time for a task that...
Clearing “Your overflowing inbox” messages If you have connected Aero to your Office 365 and asked Aero to automatically check your email without first making...
How to Incorporate one Aero into another When you’re setting up your Aero account, you may want to have a step in one Aero checklist generate a...
Great ways to use Aero Templates Aero Templates are great tools for taking your knowledge capital and turning it into profitable services. But there are ways to...
Make an email Related to an Aero after the fact If you ever want to make an email (or any Aero) Related (so that they point to each other) to...
How to handle dependent tasks Often in an accounting firm, client work involves more than one person before it’s done. For example, you may have...
Duplicate the Get to Know Aero task If you don’t have access to the Aero Library yet, as you add new team members, you can find the...
How can I print a report in Aero? You will have noticed that their is not a “print” button on Aero reports. We hope to add that functionality...
Adding images to Aero As you know Aero doesn’t have any document storage – and that includes images. So when you want to add...