Uplinq

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Managing Payment

Handle all your transactions seamlessly with Uplinq’s intuitive payment management system, designed to offer users a stress-free and secure environment for processing payments. It ensures efficient management of outgoing and incoming payments, allowing for smoother financial operations and enhanced financial control.

Managing Payment

Update Payment

Manage your Uplinq subscription effortlessly with our user-friendly platform, allowing you to update payment methods and resolve any billing issues promptly, ensuring uninterrupted access to our services.

Update Payment

Update Your Password

Maintain your account's security by periodically updating your Uplinq password, ensuring it meets the specified criteria, to enjoy a secure and optimized user experience.

Update Your Password

Upgrade to Uplinq Tax

Elevate your financial management by upgrading to Uplinq's Tax Plan with Bookkeeping, offering tailored advice, year-round support, and optimized financial opportunities specifically designed for your business needs.

Upgrade to Uplinq Tax

Managing Users

Securely manage user access within your Uplinq account, enabling authorized personnel to add or delete users, ensuring seamless control and sharing of sensitive financial information and transactions.

Managing Users

Managing Billing

Efficiently manage and update your billing details, view invoices, and modify payment methods through your Uplinq account for seamless financial transactions and interactions.

Managing Billing

Connecting Your Bank and Credit Cards to QBO

Easily integrate QBO with your Uplinq bookkeeping plan for seamless financial management, connecting your bank and credit cards to both platforms, and enjoy efficient, streamlined bookkeeping and consistent connections with your financial institutions.

Connecting Your Bank and Credit Cards to QBO

Supported Bank Integrations

Uplinq connects to thousands of banks powering small businesses.

Supported Bank Integrations

Connecting Your Bank & Credit Accounts

Learn how to effortlessly connect your bank and credit accounts to Uplinq through Plaid for a seamless and secure bookkeeping experience.

Connecting Your Bank & Credit Accounts

Requesting Limited Account Manager Access - American Express

Uplinq's guide on how to utilize the American Express Limited Account Manager Access functionality

Requesting Limited Account Manager Access - American Express

Read Only Access - Wells Fargo

Uplinq's guide on how to utilize Wells Fargo's Account Permissions for delegating account access without compromising security

Read Only Access - Wells Fargo

How to Add Uplinq as an Accountant in QuickBooks

Seamlessly add Uplinq as an Accountant in your Quickbooks account to ensure all of your financial and accounting data stays integrated across platforms.

How to Add Uplinq as an Accountant in QuickBooks

Connecting Your QuickBooks Online Account

Learn how to effortlessly connect your Quickbooks Online accounts to Uplinq through Quickbooks for a seamless and secure bookkeeping experience.

Connecting Your QuickBooks Online Account

Overview: UPLINQ App

Learn how to use your UPLINQ application to make connections, review dashboards, and take other actions.

Overview: UPLINQ App

Read Only Access - Bank of America

Uplinq's guide on how to utilize Bank of America's Account Permissions for delegating account access without compromising security

Read Only Access - Bank of America

Read Only Access - Chase

Uplinq's guide on how to utilize Chase Bank's Access & Security Manager for delegating account access without compromising security

Read Only Access - Chase