Training
Accounts payable training
Step-by-step walkthroughs for the jobs AP teams do every week, in plain language first, then in Aequo AP, QuickBooks Online and Xero. Free, no sign-up.
Start hereFree AP fundamentals courseSeven self-paced modules with a completion checklist. No certificate is awarded.Browse by role and topic
Role
Topic
8 lessons
- Walkthrough
How to do a three-way match
A hands-on walkthrough of a three-way match: the checks to run on each invoice line, how to set tolerances and resolve variances, and how to do it in Aequo AP with QuickBooks Online or Xero.
MatchingStart - Walkthrough
The AP process, step by step
The accounts payable process from invoice receipt to payment and close, as a flowchart and a step-by-step walkthrough, with how each step runs in Aequo AP, QuickBooks Online and Xero.
MatchingApprovalsAccounting syncStart - Walkthrough
Pay bills in QuickBooks Online
How to set up QuickBooks Bill Pay, schedule ACH and check payments, set up autopay and record payments made elsewhere in QuickBooks Online, following Intuit’s help pages, and where Aequo AP fits before payment.
Accounting syncStart - Walkthrough
Bill approval workflows
How to route bills for approval: designing the rules, setting up QuickBooks Online’s bill approval workflow (from Intuit’s help page), how Xero handles approval, and how to set up approval rules, delegation and escalation in Aequo AP.
ApprovalsStart - Walkthrough
Month-end close checklist
A downloadable accounts payable month-end close checklist (CSV for Excel or Google Sheets), with how to work through it in Aequo AP and QuickBooks Online.
Month-endStart - Walkthrough
Reconcile accounts payable
How to reconcile accounts payable each month: agree the AP aging to the general ledger, find and fix the usual differences, and check that everything approved in Aequo AP reached QuickBooks Online or Xero.
Accounting syncMonth-endStart - Walkthrough
Vendor onboarding process
A step-by-step vendor onboarding and management process: approving new vendors, collecting the W-9, verifying bank details, setting terms and 1099 status, and doing it in Aequo AP.
Vendors and taxStart - Free course
Free AP fundamentals course
A free, self-paced accounts payable training course in seven modules: the AP process, vendor setup and tax forms, matching, approvals, paying bills, month-end close and AP metrics. No sign-up.
MatchingApprovalsAccounting syncVendors and taxMonth-endStart