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Agile Help Library
Client Help Center
Client Help Center
Step-by-step guides to help you connect your systems, share access, and get set up with Agile.
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Discover how to use Open Items in the new Agile App
How Agile Works
What Tools We Use and How They Work
Accounting & Bookkeeping Access
Transfer Your QuickBooks Billing to Agile
How to Add Agile as Your Accountant in QuickBooks Online (QBO)
Connect Your Bank Accounts in QuickBooks Online (QBO)
Reconnect a Bank Account in QuickBooks Online (QBO)
How to Add Agile as an Accountant in Xero
Creating a Backup File in Sage 50
Documents & Receipts
Getting Started with Dext
Add Agile as an Accountant in Dext
Upload Documents in Dext
Payroll Setup & Compliance
How to Add Agile to Wagepoint
How to Add Agile to Payworks
How to Add Agile to Dayforce
How to Add Agile to ADP Workforce Now
How to File a Record of Employment (ROE) Using Quickbooks Online (QBO) Payroll
Payments & Bill Pay
Add Contacts in Plooto
Make Payments with Plooto
Make CRA Payments with Plooto
Sales, POS & eCommerce Tools
How to Add Agile to Square
How to Add Agile to Shopify
How to Add Agile to Stripe
How to Add Agile to PayPal
Tax Accounts & Government Access
Register for CRA My Account and My Business Account
Register for an eTaxBC Account
How to Authorize Agile as Your CRA Representative
How to Authorize Agile in eTaxBC
How to Add Agile as an Authorized User in SK SETS
How to Authorize Agile in MB TAXcess
For Year-End Accountants
View Transaction Details in QuickBooks Online (QBO)
Year-End: How to View Bank Reconciliations
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