Hi All,
I recently started a practice here in 2021. My model is to help clients automate their accounting function to take advantage of technological efficiencies and inter-platform relationships...effectively minimize the use of manual functions. For small businesses, I am utilizing QBOnline with QBTime since the platforms are cloud-based and reasonably priced. However, I am running into integration and implementation issues all over the place that reduces client buy-in and trust (in myself as an advisor and in QB as a platform). The latest and most common issue so far has been New Employee Onboarding, specifically getting them running in the QBT app so they can log their time.
I have talked to numerous support staff with varying results. They are generally kind and professional but the direction has not been very helpful and the conversation always ends with "if the issue persists, have your employee call support and we can help them through it." I hate that answer as a professional and advisor. The process of adding an employee to QBT and getting them onboarded (up and running) should not be a function that needs direct QBT support. It should be quick and easy almost requiring no mental energy or advanced IT skills.
Does anyone know or can anyone provide a Guide or Cheat Sheet / Best Practices to onboarding a new employee in QBT? What is the best way to onboard if the employee already has an Intuit account (maybe utilizes TurboTax)? What is the best way to onboard an employee that does not already have an Intuit account? Is it best for them to create an account beforehand online and / or make sure they know their password before you initiate the onboarding process (in other words do not setup a new account through onboarding process but make sure to create an account or ensure existing account is accessible before starting onboarding process)? Is there a way to backdoor QBT through an active Intuit account utilizing a Registration Code and Password? In plain terms, what is the most seamless (avoids errors and rejections) and least complicated (easy; promotes buy-in) way to onboard an employee in QBT so that an employee or admin DOES NOT have to contact Customer Support? It should not be this difficult!
Thanks you in advance for your time and help!
