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  2. HowNow Online

Getting Started & Administration Settings

  • Accepting your HowNow Online account invitation and creating your password
  • Inviting a User
  • Viewing which users have and have not accepted their account invitation
  • User Permissions - Quick Reference Guide
  • Firm Administration Settings
  • Creating a team
  • Install the HowNow Online Edit App
  • Changing a user's password
  • Create a connection to WorkflowMax
  • Obtaining your HowNow API Key from Xero Practice Manager
  • Create a connection to CCH iFirm
  • Create a Connection to Xero Practice Manager
  • Create a connection to Xero Blue
  • Delete a Connection
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