Help & troubleshooting
Most problems can be fixed here without emailing anyone. Start with your account page: it shows what is connected and how the latest check went.
I did not get an alert today
That is usually expected. CashWatchdog stays quiet when no new invoice needs attention. Open your account and look at QuickBooks. If it says Working, the latest check finished. During a free trial, a quiet week also gets one short all-clear email.
QuickBooks says it needs reconnecting
Open your account and choose Reconnect QuickBooks. Intuit may show a broad accounting permission because that is the permission QuickBooks gives connected apps; CashWatchdog only reads and never creates, changes or deletes anything in your books.
I need a fresh account link
Go to Your account, enter the email address that receives your alerts, and we will email a fresh sign-in link. You do not need a password.
Change the alert email or add another recipient
Open your account. You can change the main alert address there, or add an extra recipient such as a bookkeeper. A new main address must confirm the change before it takes effect.
Bookkeeper: add or remove a QuickBooks company
On the Bookkeeper plan, open your account and use Add another company in the QuickBooks section. Pick the company at Intuit. You can remove a company from the same page without affecting the others.
Update a card, change plan, or cancel
Billing is self-service through Stripe. You can update your payment method, switch an available plan, see invoices, or cancel without contacting us.
A check says it ran into a problem
You do not need to retry it manually. CashWatchdog automatically tries again on the next morning run. If QuickBooks actually needs your permission again, your account changes to Needs reconnecting and gives you the reconnect button.
Still stuck?
If the steps above do not fix it, email hello@cashwatchdog.com. Include what you were trying to do, but never send a password or a QuickBooks authorization code.