Account & Billing

How to choose between answering a task, leaving context, contacting your bookkeeper, or asking about billing and account support.

Common reasons you may see a Uplinq charge and what to include when asking billing support to review it.

What to do when your card expires, a payment method changes, or billing support asks you to update payment details.

How to ask for billing records and what information helps Uplinq find the right invoice or receipt.

What to do after a failed payment and how to keep bookkeeping work from being delayed.

How to ask about changing your Uplinq service, adding work, pausing, or canceling.

What to do when an owner, teammate, CPA, or outside accountant needs access to Uplinq.

Understand Weekly Update, W-9 Reminder, and Year End Reminder emails, and what may still come from Uplinq.

What you can update in Settings, including profile details, email, password, company profile, and notifications.

How to think about giving a CPA, outside accountant, tax preparer, or advisor access to Uplinq.