Because Amalgam allows users to download data from systems like QuickBooks Online and then edit data, sometimes a situation comes up where we need to add more lines in between the existing records, for example to add new lines to invoices or Journal Entries. While this is certainly possible using just the “insert row” function […]
Adding Additional Rows to Amalgam Resources Read More »
Plaid is a fantastic tool that allows you to easily access your bank transaction information from numerous banks, all in one place. Amalgam uses Plaid to provide identical bank reports that can be taken from any US bank account, without logging into the bank website. Setting Up Plaid Integration Setting up Plaid integration is easy.
How to use the Plaid Integration Read More »
We’re leaning into comparison shopping, explaining the basics of Amalgam, and what makes us different from systems you might already know.
Intro to Amalgam: The Basics Read More »
If you have issues using Amalgam in Google Sheets, the issue is often related to conflicting logins. This can manifest as either being unable to log into the plugin (after installing it), or being unable to install the plugin. Understanding Conflicting Logins Conflicting Google account logins occur when users have multiple Google accounts and inadvertently
Google Sheets: Conflicting Logins Read More »
The below is a running list of terms you may be unfamiliar with as you navigate Amalgam’s support resources. Accounting PlatformSoftware designed for managing financial transactions, tracking expenses and income, and generating financial reports for individuals or businesses. For example, QuickBooks Online is an accounting platform popular with many of our users. Amalgam tries to
Amalgam Glossary of Terms Read More »
As an admin, you have the privilege of installing and managing plugins for your entire organization. In this guide, we’ll walk you through the steps to install the Amalgam plugin for Google Sheets, ensuring that your team can harness its capabilities efficiently. Prerequisites: Before proceeding, make sure you have the following: Steps to Install the
Installing the Google Sheets Plugin for your entire Organization Read More »
If you no longer wish to use your Amalgam account, you can easily cancel it by following a few simple steps. Cancelling your account will stop any future payments following the end of your subscription period, and result in the removal of all user data associated with your team. Here’s a step-by-step guide on how
How to Cancel your Account Read More »
As the year draws to a close, business owners and freelancers find themselves amidst the annual ritual of preparing 1099s, a crucial task for tax season. It’s a task that can completely take over the month of January, so it pays to do a bit of preparation. While there are a lot of great tools
The Role of Automation in 1099 Prep Read More »
In a relationship business, your clients are often your most valuable data sources. Here we explore how automation can extend to effective process design, leading to less work and better service.
When Less is More: Training Clients to Work for You Read More »
