What onboarding support do you offer?

A list of guidelines on onboardings

How do I schedule a paid onboarding?

There is no need to become a subscriber. You can pay for an onboarding and still remain on a trial, but the onboarding is non-refundable. To get started, follow these steps:

1. Pay for an onboarding. You can buy in intervals of one hour.
2. Complete the onboarding questionnaire, after you pay.
3. After completing the questionnaire, you can schedule an onboarding with us.

How does onboarding work?

To ensure success, you must follow these steps:

1. Make sure you meet system prerequisites: Read this guide for QuickBooks Online and this guide for QuickBooks Enterprise.
2. Complete the onboarding questionnaire: Tell us about your desired workflow.
3. Schedule an onboarding call: After completing the questionnaire, you will receive a calendar link.
4. Prior to call, pair your selling channel(s): On Connex for QuickBooks, click add selling channel. Follow the on-screen instructions. Be sure to have your admin credentials handy.
5. Prior to call, Pair QuickBooks: Follow the install steps on our wizard. Have your admin login to QuickBooks ready.
6. Complete our install wizard: Answer the questions from our wizard. Our team can assist with settings, rules and testing, once everything is paired.

On the onboarding call, how do I ensure success?

Here are the steps to success:

• Gather all your stakeholders in accounting and IT before scheduling the meeting.
• Make sure you have all admin passwords to QuickBooks and selling channels.
• Ensure your computer can use Microsoft Teams and you have a microphone.