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Product Update
product update

July 2023 Product Update

Guided setup process

Product name: QuickBooks Online

We know setting up QuickBooks Online can be daunting so we’ve made it easier with the enhanced onboarding process. During the set up process, you’re now asked a few key questions so we can create your QuickBooks Online file to suit your needs. All you need to do is answer the questions and we’ll do the rest.

The updated setup process will ask you for fundamental information like the industry you’re in - 

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To what you’d like QuickBooks Online to help you with like invoicing, tracking GST and managing your expenses - 

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Through to helping you add your logo and creating what you’d like your invoices to look like.

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You can even schedule a (free) meeting with one of our Customer Success team members to help you set up your file.

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Once you’ve set up all the basics, the remaining recommended items to complete are displayed on your QuickBooks dashboard. You can tackle these when you’re ready.

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We hope the new guided onboarding process and setup checklist removes the stress from getting started with QuickBooks Online.

At any stage, should you need any help to set up your QuicKBooks Online file, please call our Customer Success team on 1800 046 038 from Monday to Friday from 8.30am to 6.30pm.

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