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Deductr Setup Instructions

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Setup Instructions

Setting up your Deductr account is easy as 1-2-3!

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Watch this short video tutorial for a quick guide on setting up your Deductr account OR follow the steps below.

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SETUP 1:  BankLINK™

Connect your business bank accounts and credit cards directly to Deductr and automate the process today!

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Once your bank or credit card is linked, each new transaction comes into your Deductr account automatically. You are prompted when new transactions are imported and held in your queue. All you have to do is confirm them by simply recording the business purpose of the expense.

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Now you can just swipe your card for business transactions and BankLINK does the rest. BankLINK takes the pain and hassle out of tracking business expenses!

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SETUP 2:  Download Deductr Mobile App - Go Mobile!

Your life is constantly on the go, so we know you’ll love how you can take Deductr with you. Take a picture of a receipt or automatically track your mileage. The Deductr mobile app for iPhone and Android is Free. Download it today! 

 

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With the Deductr Mobile App, tracking your money saving deductions has never been easier!

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SETUP 3:  MyBusiness Setup

With the help of a simple customization engine known as MyBusiness Setup, you can create more accurate, personalized, and meaningful reports that will guide the decisions you make about your business.

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Customize your reports in MyBusiness Setup today and have all the information that you will need come tax time!  

Put Deductr to work for you and your business helping you keep more of the money you make.

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You are all set up!

Have questions or need assistance? Contact Support Team

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The Deductr Newsletter is a monthly publication. 

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