Getting The Most Out of Amalgam
Explore Amalgam’s most powerful tools through clear, step-by-step videos. Learn how to automate, connect, and optimize your accounting workflows for greater efficiency and control.
Intro to Amalgam: The Basics
Amalgam is a unique platform designed to streamline your data management process by connecting you with all your data tools in one place. Unlike other platforms, Amalgam stands out by offering an efficient and simplified way to manage data across various systems, using spreadsheets (excel or google sheets).
Full Tutorial: Front-to-Back Functionality
In our most robust video, you’ll get a full understanding of the functionalities of Amalgam. From setting up your account to creating templates for reuse.
Adding New Users in Amalgam
Learn how to quickly add users to Amalgam. Start by logging into your app at app.amalgam.me. Once you’re in, go to the “team” section, enter the email of the person you want to invite, and hit send. It’s that easy!
Adding New System Integrations to Amalgam
Learn how to quickly create a new integration with Amalgam by following these simple steps. This guide walks you through the process in under a minute. Perfect for those looking to efficiently link their tools with Amalgam.
Sharing Integrations on Amalgam
Learn how to easily share integrations using Amalgam. Discover step-by-step methods for sharing with individuals or groups. You’ll see how to add or remove users and integrations effortlessly. Whether you’re managing your own account or collaborating with others, this guide simplifies the process for you!
Bulk Transaction Reclasses in Quickbooks Online (QBO)
The Transaction Reclassifier tool in Amalgam allows you to easily edit and reclassify transactions in bulk, making it ideal for tasks like year-end cleanups, cash-to-accrual adjustments, or book rebuilding. With this tool, you can update categories, descriptions, vendors, and classes across multiple transactions at once. Once you’ve made changes, simply upload them, and they will sync with QuickBooks. This feature offers more flexibility and functionality than QuickBooks’ built-in options.
Creating Repeatable Schedules and Workflows
One of Amalgam’s most powerful uses is creating repeatable and reusable schedules for your financial and accounting workflows. In this video, we look at how to:
- Use Excel variables to update multiple sheets
- Use the Reset functionality to create monthly journal entries.
- Use the Relink functionality to take existing schedules to use for other companies or clients.
Adding New Users in Amalgam
Learn how to quickly add users to Amalgam. Start by logging into your app at app.amalgam.me. Once you’re in, go to the “team” section, enter the email of the person you want to invite, and hit send. It’s that easy!
Adding New System Integrations to Amalgam
Learn how to quickly create a new integration with Amalgam by following these simple steps. This guide walks you through the process in under a minute. Perfect for those looking to efficiently link their tools with Amalgam.
Sharing Integrations on Amalgam
Learn how to easily share integrations using Amalgam. Discover step-by-step methods for sharing with individuals or groups. You’ll see how to add or remove users and integrations effortlessly. Whether you’re managing your own account or collaborating with others, this guide simplifies the process for you!