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How to View and Edit Label Details

View Labels

In your Rho dashboard, navigate to Reporting > Labels.

Click on the specific Label you would like to see details for. Once you open the Label's details page, you can view:

The Label's "Period Spending" - This accounts for both credits and debits. If your transactions tagged to this Label have earned more than you've spent, the Period Spending will be displayed as a negative amount.
Transaction count - the number of transactions tagged to this label
Spending Graph - you can change the period of time this graph covers by clicking on "This Month" to the right in green and setting a specific date range.
Recent Transactions - a summary of the 20 most recent transactions assigned to this Label. To view more, you can click View All in grey to the right

Edit Label Settings

To edit the label's settings, including the label name and associated color, click the Actions Button at the top right corner of the page and select Settings.

Specify the new label settings, and click Save Changes. For information about these settings, see How do I create a new label.

Spending Graph

The graph displays the total spending for transactions assigned to the label for the specified time period.

By default, the Spending Graph shows the information as a bar graph, where each coloured bar represents the spending for the month. To change the Spending Graph to a timeline graph, click the timeline icon.

Additionally, you can specify the frequency for the graph. Month is selected by default. Move your cursor along the graph to view the details of your Rho accounts for a specific time period.

Transactions

The Label Details page includes a table that displays the most recent Transactions assigned to the label. To view all transactions for the label, click the View All button.

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How to set up Rho's QuickBooks Integration

The following instructions describe how to set up a direct integration between your Rho Account and your existing QuickBooks Online account. If you're interested in connecting Rho transactions via the QuickBooks Bank Feed, see instructions here . Note: this integration is only compatible with QuickBooks Online. For QuickBooks Desktop, you can download a CSV of transactions from your Rho account via these steps and upload them to QB Desktop). Once you are signed into the Rho platform, click Integrations in the navigation bar. Click the QuickBooks icon. Follow the login instructions to connect to your QuickBooks account. When finished, click Accounting in the navigation bar. Select the transactions you want to sync. Click the Sync button. When you connect QuickBooks to Rho, a new account is added to your CHART OF ACCOUNTS tab named RHO [Checking Acct#] , where [Checking Acct#] is the 10-digit account number associated with the linked Rho account. This is your primary account and is required for automatic account reconciliation. You can rename this account, but integration between your Rho account and QuickBooks will not work if the account is deleted. What information can I view in the Accounting Tab? Once you have connected QuickBooks to Rho, use the Accounting Tab in the Rho platform to manage mapping rules, view transactions, and make necessary changes. The Accounting Tab includes two subsections Dashboard and Mapping Rules. Learn more about what you can view in the Dashboard here and about what you see in the Mapping Rules here. Important Integration Notes Syncing with your QuickBooks account is a manual process. Each time you want to reconcile your Rho Account in QuickBooks, you must click the Sync button. However, you can set up automatic recurring syncs by going to the settings tab within your accounting workflow and setting a recurring sync.

General Rho Information

How Do I Contact Support?

When you contact Rho support, you reach a real human — 24/7, on every account, at no cost. No phone trees, no paywalled support tiers. Phone: 1 (855) 743-8746 — that's 1-855-7-GETRHO Email: clientservice@rho.co Live chat: log in to Rho (web or mobile app), click Help in the lower left, and select 24/7 live support Every channel is staffed around the clock, every day of the year.

How to Add Your Rho Card to your Digital Wallet

Your virtual & physical Rho cards can now be added to your Apple or Google Wallet for a quick, contactless, and secure way to pay. Note: Currently, we don't support adding Rho cards to WeChat. Set up is simple - follow the steps below to get started: Apple Wallet You can add an active physical or virtual Rho Card directly to Apple Wallet from the Rho mobile app: no manual card entry required. Because you’re already authenticated in the Rho app, no additional Rho verification is needed. Open the Rho app and log in. Select the active physical or virtual card you want to add. Tap Add to Apple Wallet . Follow the onscreen instructions. Apple may ask you to confirm your identity using Face ID, Touch ID, or your device passcode. Once complete, your Rho Card will appear in Apple Wallet and be ready to use. Note: Adding your card directly from the Rho app helps prevent entry errors and provides a more secure setup experience. For more information, see Apple’s support document . How to use your Rho Card in Apple Pay at a contactless point-of-sale terminal Select your Rho Card via the Apple Wallet app. Double-click the right-hand button on the side of your iPhone when near a contactless point-of-sale terminal. Verify your identity using Face ID or your Passcode. You will now be prompted to hold your phone near the contactless reader. Hold near the reader until the purchase has been completed. Google Wallet Your virtual & physical Rho cards can now be added to your Google Wallet on your Android device for a quick, contactless, and secure way to pay. Set up is simple - follow the steps below to get started: Open your Google Pay (GPay) app on your Android device and click the image of a card in the right-hand corner. This will open a screen that shows you all the cards you have linked to your wallet. Select “Add a Card” at the bottom of the screen. Select the Payment Method “Credit or debit card.” Take a picture of your Rho physical card or the virtual card in your Rho dashboard. Your phone will recognize your card details and then you must enter your 3-digit CVV security code. Alternatively, you may enter your card details manually. Make sure your address, ZIP code, and phone number match your settings in your Rho account. The address should be your organization’s billing address. Press Save. Review Rho’s Terms & Conditions and click “Accept & continue.” For your added security, you may be asked to verify your Rho Card account via two-factor authentication by “Text Message” or “Email.” After you receive your six-digit verification code by text or email, enter it and click Submit. Your Rho Card is now active in your Wallet and ready to use at contactless point-of-sale terminals that support Google Pay. For more information visit the Google Pay Help Center

How to Upload a Receipt in the Mobile App

You can add receipts to all Rho Card transactions within the app ( in addition to desktop, email, and SMS uploads ). To add a receipt, open the Rho app and tap on the transaction requiring a receipt. In the Attachments section, click "Upload Receipt" and choose one of the following options: Select an image from your camera roll Take a photo of your receipt using your camera Select and upload a file Note: Be sure to include any applicable tip amount on your receipt. In the transaction details window, you can also add departments, labels, and notes to your transaction.