Video Tutorials

BMSS has launched video tutorials that are free to access in the top right corner of our website.  We realized there is a need to have step-by-step instructions for our new clients to learn how to access their client portal, as well as current clients who need a refresher on how to upload and download files. (As a reminder, clients can access their portal 24/7 at no cost.)

In addition to our client portal videos, we provided tutorials on how to backup QuickBooks files, enter manual checks and enter account payable bills into QuickBooks. These are questions we are asked often from our clients. We hope these instructions allow you to become more efficient and effective in operating your business.  Do you have a topic you would like to see as a BMSS tutorial?  If so, let us know!

New Electronic Process For Signing Engagement Letters

BMSS Client Portal

Client Portal Tutorial (for first time login)

Client Portal Login

Uploading Files to the Portal

Data Transfer Help

QuickBooks Backup

QuickBooks Manual Check Entry

QuickBooks Entering Accounts Payable Bills