# Monograph Support 

> Learning Center | How-Tos & Best Practices

## New Users

- [Online Learning Series](https://support.monograph.com/en/articles/13004367-online-learning-series.md): Sign up for our live class sessions to keep learning
- [What to Consider: Migrating from QuickBooks Desktop to QuickBooks Online](https://support.monograph.com/en/articles/12935403-what-to-consider-migrating-from-quickbooks-desktop-to-quickbooks-online.md): Overview of key considerations and best practices when moving from QuickBooks Desktop to QuickBooks Online.
- [Where to Begin: Admin Setup Guide](https://support.monograph.com/en/articles/9463012-where-to-begin-admin-setup-guide.md): Learn the essential steps for configuring your firm’s settings and getting started as an Admin.
- [How to Activate Your Monograph Account](https://support.monograph.com/en/articles/10715149-how-to-activate-your-monograph-account.md): Understand how to enable online payments, unlock invoicing, and prepare your account for billing.
- [Guided Onboarding Cheat Sheet ✓](https://support.monograph.com/en/articles/13145365-guided-onboarding-cheat-sheet.md): Find what you need, when you need it
- [How Do End Users Get Started on Monograph](https://support.monograph.com/en/articles/4460796-how-do-end-users-get-started-on-monograph.md): See what team members need to know to begin using Monograph right away.
- [What to Know When Entering Historical Billed Amounts](https://support.monograph.com/en/articles/5324514-what-to-know-when-entering-historical-billed-amounts.md): Learn how historical billed amounts support your active projects and how to add them effectively in Monograph.
- [Monograph Project Boost Service](https://support.monograph.com/en/articles/5324947-monograph-project-boost-service.md): How we help build your active projects and get your account operational faster
- [Transitioning to Monograph: What to Expect and How to Get Set Up](https://support.monograph.com/en/articles/13708882-transitioning-to-monograph-what-to-expect-and-how-to-get-set-up.md): Set your cutover date and start working on projects.

## Pipeline

- [Managing the Pipeline](https://support.monograph.com/en/articles/12315994-managing-the-pipeline.md): How to track and manage potential projects.
- [Creating Leads](https://support.monograph.com/en/articles/12315984-creating-leads.md): How to create and track leads in the pipeline.
- [Creating a Lead's Budget](https://support.monograph.com/en/articles/12315987-creating-a-lead-s-budget.md): How to create a proposed budget for a lead
- [Proposal Builder](https://support.monograph.com/en/articles/14489290-proposal-builder.md): Automate the proposal creation process by turning your lead data directly into proposal documents.
- [Client Workflow: Accepting Proposals](https://support.monograph.com/en/articles/12739381-client-workflow-accepting-proposals.md): How to accept a proposal sent by a firm from Monograph
- [Pipeline/Leads FAQs](https://support.monograph.com/en/articles/12619115-pipeline-leads-faqs.md): Frequently asked questions about Lead tracking and Project Managment
- [Consultant Proposals](https://support.monograph.com/en/articles/13469500-consultant-proposals.md): Centralize consultant bidding and automate budget planning during the opportunity phase by requesting proposals from your consultants.
- [Requesting e-signatures on files](https://support.monograph.com/en/articles/13943009-requesting-e-signatures-on-files.md): A guide to collect client signatures on any PDF file through the Files Hub.

## Dashboard

- [Monograph Dashboard](https://support.monograph.com/en/articles/9573701-monograph-dashboard.md): An overview of your recent projects and tasks, plus valuable business insights.
- [Ask Monograph Overview](https://support.monograph.com/en/articles/15590635-ask-monograph-overview.md): Use Monograph's AI-powered search to answer questions using your firm's data.
- [Smart Inbox](https://support.monograph.com/en/articles/11386663-smart-inbox.md): Quickly convert emails into actionable items in Monograph
- [File Hub](https://support.monograph.com/en/articles/12500620-file-hub.md): A centralized location for uploaded project documents in Monograph

## Planning Your Project, Phases + Budget 

- [Projects Build Out Cheat Sheet 🔎](https://support.monograph.com/en/articles/9970442-projects-build-out-cheat-sheet.md): Follow these quick and easy tips to ensure your projects are fully built out with all necessary detail in Monograph
- [How to Share Your Project's Gantt Chart](https://support.monograph.com/en/articles/3904620-how-to-share-your-project-s-gantt-chart.md): When you need to provide transparency to other stakeholders
- [Client View: Projects Overview Page](https://support.monograph.com/en/articles/13179532-client-view-projects-overview-page.md): A guide for clients to manage their projects and view their progress in Monograph.
- [Projects Overview Page](https://support.monograph.com/en/articles/6515383-projects-overview-page.md): How to view all of your firm's projects
- [Project-Specific Overview Page](https://support.monograph.com/en/articles/6136695-project-specific-overview-page.md): Your project's key data points, all in one spot.
- [Creating a Project](https://support.monograph.com/en/articles/11390695-creating-a-project.md): How to create a new project, add budgets, and assign team members.
- [Adding Consultant Fees](https://support.monograph.com/en/articles/11390697-adding-consultant-fees.md): How to add consultant budgets when building a project
- [Adding Expense Budgets](https://support.monograph.com/en/articles/13146650-adding-expense-budgets.md): How to add Direct expenses when building a project.
- [Adding Project Details](https://support.monograph.com/en/articles/11390699-adding-project-details.md): How to add general information to a project
- [Auto-generate Project Budgets from Contract Documents](https://support.monograph.com/en/articles/10371355-auto-generate-project-budgets-from-contract-documents.md): Use AI to extract key budget information from client-facing documents.
- [Auto-Generate Milestones & Deliverables](https://support.monograph.com/en/articles/10771498-auto-generate-milestones-deliverables.md): Upload a spreadsheet or text file to create a batch of milestones & deliverables for a specific project
- [Recommended Role Assignments](https://support.monograph.com/en/articles/10343666-recommended-role-assignments.md): How Monograph identifies and recommends team members on projects
- [Milestones and Deliverables Overview Pages](https://support.monograph.com/en/articles/6000961-milestones-and-deliverables-overview-pages.md): See all of your Deliverables and Milestones in one view.
- [Project Notes](https://support.monograph.com/en/articles/11656652-project-notes.md): Capture updates, ideas, and to-dos inside your projects in Monograph.
- [Project Files Page](https://support.monograph.com/en/articles/13008699-project-files-page.md): View all files associated with a specific project.
- [How to Make Project Templates](https://support.monograph.com/en/articles/5104555-how-to-make-project-templates.md): Create new projects that are fully configured with phases, roles, and deliverables in a faster and easier way
- [Global Search Bar](https://support.monograph.com/en/articles/6958278-global-search-bar.md): How to search for projects and team members in Monograph
- [Project Templates FAQs](https://support.monograph.com/en/articles/5104855-project-templates-faqs.md): Additional insight on Project Templates
- [Modifying an Existing Project](https://support.monograph.com/en/articles/6720287-modifying-an-existing-project.md): Have plans changed? Learn more about adjusting Project Budget and Consultant details.
- [Changing the Status of a Project or Phase](https://support.monograph.com/en/articles/3488763-changing-the-status-of-a-project-or-phase.md): Your step-by-step guide on adjusting the status of your projects or individual phases throughout their progression
- [How to Link Phases in a Project](https://support.monograph.com/en/articles/3662252-how-to-link-phases-in-a-project.md): Project phases can be linked in Monograph in order to automatically sync timelines.
- [Adding Milestones](https://support.monograph.com/en/articles/3643325-adding-milestones.md): Milestones allow you to track progress on deliverables during your project.
- [Adding Deliverables](https://support.monograph.com/en/articles/3570094-adding-deliverables.md): How to add deliverables to projects in Monograph
- [How to Add Additional Services to Your Project](https://support.monograph.com/en/articles/4438472-how-to-add-additional-services-to-your-project.md): A guide on 3 different methods for adding fixed or hourly additional service fees to your existing projects.
- [How to Use the Project Financials Report](https://support.monograph.com/en/articles/5625088-how-to-use-the-project-financials-report.md): Gain insight on a project's financial status including phases, consultants, expenses and other items.
- [Fixed vs Hourly Fees in Project Phases](https://support.monograph.com/en/articles/5461264-fixed-vs-hourly-fees-in-project-phases.md): Understand how Fixed and Hourly fee types work at the phase level and how each option affects your project budget, invoicing, and reporting.
- [Square Footage and Construction Costs](https://support.monograph.com/en/articles/6590631-square-footage-and-construction-costs.md): Track size and construction costs for your firm's projects
- [How to archive/delete a project?](https://support.monograph.com/en/articles/3709993-how-to-archive-delete-a-project.md): Learn how to archive or delete a Project in Monograph. Find step-by-step instructions on how to delete or archive a Project in Monograph.

## Managing Timesheets, Expenses + Overhead

- [Logging Time on Your Timesheet](https://support.monograph.com/en/articles/4449601-logging-time-on-your-timesheet.md): Logging Hours in Monograph Timesheets
- [Smart Time Suggestions](https://support.monograph.com/en/articles/15424793-smart-time-suggestions.md)
- [Using the Timer to Track Time](https://support.monograph.com/en/articles/3872306-using-the-timer-to-track-time.md): A guide on how to use the timer for tracking and entering your time
- [Logging Project and Overhead Expenses](https://support.monograph.com/en/articles/3558575-logging-project-and-overhead-expenses.md): How to add project or overhead expenses for reimbursements and invoices.
- [Editing Time on Previous Timesheets](https://support.monograph.com/en/articles/3703753-editing-time-on-previous-timesheets.md): A guide on adjusting previously logged time on your timesheet
- [How to Request Time Off](https://support.monograph.com/en/articles/8602782-how-to-request-time-off.md): The process for requesting time off and approving/denying requests.
- [How to Log Time on Behalf of Other Team Members](https://support.monograph.com/en/articles/8219276-how-to-log-time-on-behalf-of-other-team-members.md): Adding hours to other team member's Timesheets
- [How to Batch Edit Timesheets](https://support.monograph.com/en/articles/9757577-how-to-batch-edit-timesheets.md): Make changes to multiple timesheet entries at once.
- [Exporting Organization Timesheets](https://support.monograph.com/en/articles/3759737-exporting-organization-timesheets.md): A walkthrough on how to export timesheet data from Monograph
- [Customizing Billable or Non-Billable Activities](https://support.monograph.com/en/articles/3703741-customizing-billable-or-non-billable-activities.md): A walkthrough on how to create billable and non-billable activities to use in timesheets
- [How to Lock Timesheets](https://support.monograph.com/en/articles/3703726-how-to-lock-timesheets.md): Automatically lock or unlock timesheets based on a set timeframe
- [Customizing Overhead Categories](https://support.monograph.com/en/articles/3703740-customizing-overhead-categories.md): Adjust Overhead categories to match your company's policies and benefits
- [Customizing Expense Categories](https://support.monograph.com/en/articles/3659067-customizing-expense-categories.md): Follow these steps to add new or customize existing expense categories in Monograph
- [Creating Expense Rates](https://support.monograph.com/en/articles/9910534-creating-expense-rates.md): Add expense rates to use for calculating expenses with per-unit costs.

## Staffing

- [Staffing - People View](https://support.monograph.com/en/articles/7892634-staffing-people-view.md): How to forecast your staffing needs up to 12 months into the future
- [Staffing - Projects View](https://support.monograph.com/en/articles/9485052-staffing-projects-view.md): Balance specific project budgets, team workload, and phase deadlines in one place.
- [Staffing FAQ](https://support.monograph.com/en/articles/8862994-staffing-faq.md): Questions on use cases and how Staffing Availability works with other parts of Monograph.
- [Coupling Timesheets & Staffing](https://support.monograph.com/en/articles/4615997-coupling-timesheets-staffing.md): Understanding how Timesheets and the Staffing work together
- [How will I know if others have made changes to Staffing?](https://support.monograph.com/en/articles/4615867-how-will-i-know-if-others-have-made-changes-to-staffing.md): Understanding who on your team is able to make changes to Staffing
- [Staffing Isn't Working](https://support.monograph.com/en/articles/4615962-staffing-isn-t-working.md): Understanding the minimum information needed for generating Staffing

## Invoices & Payments

- [Using the Invoice Overview](https://support.monograph.com/en/articles/7170564-using-the-invoice-overview.md): A high-level view of your invoice data
- [Invoices Page](https://support.monograph.com/en/articles/5790614-invoices-page.md): An index of all of your projects' invoices.
- [Managing Bills](https://support.monograph.com/en/articles/8195976-managing-bills.md): How to upload & manage bills
- [Accounts Receivable Assistant](https://support.monograph.com/en/articles/15461168-accounts-receivable-assistant.md): Manage outreach on overdue invoice payments using AI-powered phone calls and email.
- [Building Your Invoice](https://support.monograph.com/en/articles/5786314-building-your-invoice.md): A step-by-step guide on building your invoice in Monograph
- [Using the Invoice Designer](https://support.monograph.com/en/articles/14794938-using-the-invoice-designer.md): Create and Customize Your Invoices
- [Previewing Your Invoice](https://support.monograph.com/en/articles/14813451-previewing-your-invoice.md): Review your invoice before sending it to your clients.
- [Invoice Templates](https://support.monograph.com/en/articles/11511298-invoice-templates.md): Streamline and customize invoicing by creating reusable templates
- [Batch Create Invoices](https://support.monograph.com/en/articles/11174053-batch-create-invoices.md): How to generate multiple draft invoices at once.
- [Automatic Invoice Generation](https://support.monograph.com/en/articles/14116643-automatic-invoice-generation.md): Automatically generate draft invoices across multiple projects.
- [Using Retainers in Monograph](https://support.monograph.com/en/articles/7240486-using-retainers-in-monograph.md): Retainers are an important tool to enhance relationships and reduce risk between your firm and your clients.
- [Invoice Display Options for Consultant Services](https://support.monograph.com/en/articles/6759738-invoice-display-options-for-consultant-services.md): Choosing the right view for consultants when invoicing
- [How to add Terms to your Invoices](https://support.monograph.com/en/articles/3703731-how-to-add-terms-to-your-invoices.md): How to add new terms to your invoice in Monograph -- ex. Net 15, Net 30, etc.
- [Setting up Tax Rates in Monograph](https://support.monograph.com/en/articles/7997033-setting-up-tax-rates-in-monograph.md): Calculate and track taxes
- [Write Off Time](https://support.monograph.com/en/articles/12053508-write-off-time.md): Accurately account for only the billable time on a project that will be invoiced
- [Marking Invoices as Uncollectible](https://support.monograph.com/en/articles/15139155-marking-invoices-as-uncollectible.md): Mark an invoice as uncollectible when payment is no longer expected, helping keep your financial records accurate while retaining the invoice for reporting purposes.
- [Invoice Reminders](https://support.monograph.com/en/articles/8732333-invoice-reminders.md): How to set up invoice reminders for your clients.
- [Managing Late Fees](https://support.monograph.com/en/articles/14744677-managing-late-fees.md): Learn how to manage late fees in your invoices, including how to set them up, apply charges, and ensure they are reflected accurately in your billing workflow.
- [Frequently Asked Questions about Invoices](https://support.monograph.com/en/articles/5794702-frequently-asked-questions-about-invoices.md): Additional insight on Invoices
- [How To Sign Up for Stripe and Allow Invoice Payments Through Monograph](https://support.monograph.com/en/articles/6168161-how-to-sign-up-for-stripe-and-allow-invoice-payments-through-monograph.md): Take your projects from planned to paid!
- [Using Partial Payments with Invoices](https://support.monograph.com/en/articles/8437047-using-partial-payments-with-invoices.md): Marking an Invoice as partially paid in Monograph
- [Payments FAQs](https://support.monograph.com/en/articles/6171183-payments-faqs.md): Frequently asked questions about making Payments in Monograph
- [How to Pay a Project Invoice in Monograph](https://support.monograph.com/en/articles/9549321-how-to-pay-a-project-invoice-in-monograph.md): A guide to client accounts paying project invoices using Monograph.
- [Monograph Payments - Information Requirements](https://support.monograph.com/en/articles/9746167-monograph-payments-information-requirements.md): As regulations are updated, your Monograph Payments account with Stripe may require additional information to stay compliant.
- [How To Sign Up for Stripe and Allow Invoice Payments Through Monograph-Updated Experience](https://support.monograph.com/en/articles/14054936-how-to-sign-up-for-stripe-and-allow-invoice-payments-through-monograph-updated-experience.md): Take your projects from planned to paid!
- [How to export invoices to Xero](https://support.monograph.com/en/articles/3497115-how-to-export-invoices-to-xero.md): This walkthrough will help show you how to export invoices to Xero

## Analytics

- [Report Types](https://support.monograph.com/en/articles/4724221-report-types.md): Monograph allows you to review and analyze data in different ways. This guide will show you how to find the right report.

## Customizing Your Account

- [Organization Settings Overview](https://support.monograph.com/en/articles/11187642-organization-settings-overview.md): An overview of all settings included in the Organization page.
- [App Default Settings Overview](https://support.monograph.com/en/articles/11322920-app-default-settings-overview.md): An overview of all settings included in the App Defaults page
- [Adding a Company Logo](https://support.monograph.com/en/articles/9772671-adding-a-company-logo.md): How to add a company logo in Monograph
- [Currency Support](https://support.monograph.com/en/articles/3488791-currency-support.md): How do I change the currency?
- [Creating Custom Categories and Phases](https://support.monograph.com/en/articles/1746525-creating-custom-categories-and-phases.md): Need more categories and phases?
- [Organizational Overhead Multiplier](https://support.monograph.com/en/articles/5395945-organizational-overhead-multiplier.md): Enhancing Your Profit Reports by Adding Monthly Overhead Costs
- [Average Working Hours per Year](https://support.monograph.com/en/articles/7199029-average-working-hours-per-year.md): Setting up your firm's Average Working Hours per Year is important to most accurately reflect your firm's costs.
- [Monograph + Stripe Capital](https://support.monograph.com/en/articles/12633497-monograph-stripe-capital.md): Unlock business growth with Monograph + Stripe Capital
- [Team Directory and Employee Profiles](https://support.monograph.com/en/articles/6078926-team-directory-and-employee-profiles.md): An overview of your team!
- [Team Salaries & Compensation](https://support.monograph.com/en/articles/5370985-team-salaries-compensation.md): Easily manage your team's current, historical, and future compensation rates
- [Calendar Sync](https://support.monograph.com/en/articles/10186301-calendar-sync.md): Stay on top of key project dates \(phases, milestones, deliverables\) by syncing your calendar of choice.
- [Google Account Sync](https://support.monograph.com/en/articles/12613801-google-account-sync.md): Connect your Google account to sync and view upcoming events and milestones.
- [Microsoft 365 Account Sync](https://support.monograph.com/en/articles/12833005-microsoft-365-account-sync.md): Connect your Microsoft 365 account to sync project milestones and view upcoming client events, as well as upload project files.

## Syncing with Quickbooks Online

- [Enabling QuickBooks Online Companion Guide](https://support.monograph.com/en/articles/15436861-enabling-quickbooks-online-companion-guide.md): QBO Setup Companion Guide --\>Watch the video first, then use this guide to confirm all setup steps have been completed.
- [Deep Dive: Importing Costs from QuickBooks Online Companion Guide](https://support.monograph.com/en/articles/15436429-deep-dive-importing-costs-from-quickbooks-online-companion-guide.md): A complete guide to setting up cost import, reading your Profit Report, and troubleshooting common issues.
- [Importing Costs from QuickBooks Online: A Quick Reference Guide](https://support.monograph.com/en/articles/15503567-importing-costs-from-quickbooks-online-a-quick-reference-guide.md): A step-by-step guide to importing cost totals from QuickBooks Online into Monograph for accurate project profitability reporting.
- [Before You Enable Monograph + Quickbooks Online](https://support.monograph.com/en/articles/12159302-before-you-enable-monograph-quickbooks-online.md): What to do in QuickBooks Online before enabling Monograph for a seamless integration
- [Enabling QuickBooks Online Integration](https://support.monograph.com/en/articles/5360389-enabling-quickbooks-online-integration.md): Overview of the current sync between Monograph and QuickBooks Online
- [Setting up QuickBooks Online Services](https://support.monograph.com/en/articles/6695743-setting-up-quickbooks-online-services.md): Getting your QuickBooks Online services set up in Monograph
- [Monograph + QuickBooks Online: What Syncs and What Doesn't](https://support.monograph.com/en/articles/15363082-monograph-quickbooks-online-what-syncs-and-what-doesn-t.md): More information on syncing between Monograph and QBO
- [Monograph + QuickBooks Online Integration Glossary](https://support.monograph.com/en/articles/12168258-monograph-quickbooks-online-integration-glossary.md): Quick definitions for key terms you’ll encounter during your QBO integration with Monograph
- [QuickBooks Online Integration FAQ](https://support.monograph.com/en/articles/6341944-quickbooks-online-integration-faq.md): Frequently asked questions on the QuickBooks Online integration with Monograph
- [Syncing Clients In Monograph and QuickBooks Online](https://support.monograph.com/en/articles/9927328-syncing-clients-in-monograph-and-quickbooks-online.md): How to import QBO customers into Monograph as clients
- [Syncing Consultants In Monograph and QuickBooks Online](https://support.monograph.com/en/articles/9927057-syncing-consultants-in-monograph-and-quickbooks-online.md): How to import QBO vendors into Monograph as consultants
- [Sending Invoices to QuickBooks Online](https://support.monograph.com/en/articles/6695757-sending-invoices-to-quickbooks-online.md): Sending an invoice from Monograph to QBO

## Managing Your Subscription

- [Data Bundle Add-on](https://support.monograph.com/en/articles/13854451-data-bundle-add-on.md): Features included with the data bundle add-on
- [Preparing Your Account After Upgrading to Grow](https://support.monograph.com/en/articles/15505081-preparing-your-account-after-upgrading-to-grow.md): Review your account settings and prepare for the features now available with Grow
- [Making Changes to Your Plan](https://support.monograph.com/en/articles/6909220-making-changes-to-your-plan.md): Additional information on making changes to your Subscription
- [Subscription FAQs](https://support.monograph.com/en/articles/6910323-subscription-faqs.md): Frequently asked questions about Monograph Subscriptions
- [Features on Track vs. Grow Plans](https://support.monograph.com/en/articles/6902147-features-on-track-vs-grow-plans.md): Select the best plan for your firm
- [Setting up Two-factor Authentication \(2FA\)](https://support.monograph.com/en/articles/10354293-setting-up-two-factor-authentication-2fa.md): Secure your Monograph account with an added layer of security
- [Track vs. Grow Plans](https://support.monograph.com/en/articles/6925499-track-vs-grow-plans.md): Select the best plan for your firm's needs
- [How to view Subscription payment details](https://support.monograph.com/en/articles/3703750-how-to-view-subscription-payment-details.md): Learn how to view previous and upcoming subscription payments in Monograph and view/change your credit card on file.

## Monograph Mobile App

- [Monograph's Mobile App](https://support.monograph.com/en/articles/9917268-monograph-s-mobile-app.md): How to track time using Monograph's mobile app for iPhone
- [Logging Expenses on Mobile](https://support.monograph.com/en/articles/10030491-logging-expenses-on-mobile.md): How to add expenses using Monograph's mobile app
- [Viewing Invoices in the Mobile App](https://support.monograph.com/en/articles/15076316-viewing-invoices-in-the-mobile-app.md): Learn how to view invoices in the mobile app, including how to access invoice details, statuses, and balances while on the go.