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Getting Setup with Digits (Video Walkthrough)

Learn how to get started with Digits as easily and quickly as possible with this short clip and the instructions below! 

 

  1. Head to digits.com
  2. Click “Get Digits for Free
  3. Pick the appropriate plan for you and your firm and click “Get started
  4. Fill in your details
  5. Check your email for the verification email from Digits and click “Verify my Email
  6. Set your password
  7. Link your first Quickbooks account by clicking “Connect Quickbooks
  8. Select the appropriate Quickbooks account by signing in to QBO via the pop-up window
  9. Sit tight while we build a Living Model from your Quickbooks data 
  10. Within 24 hours, we will send an email letting you know that you’re ready to start using Digits

    Tip!
    While you wait for Digits to finish setting up your account, get a head start on adding more of your clients by clicking “Link another Account” and follow the on-screen prompts! 

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