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  1. invitbox
  2. New to invitbox? - Follow these Easy Steps
  3. Steps to get you started

Steps to get you started

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General Set Up Procedures for everyone to follow

  • Creating an Invitbox account via QBO
  • Registering your 1st Company & Creating subsequent accounts
  • Step 1 - Set your Company Settings
  • Step 2 - Users - add, edit, or remove from your Invitbox account
  • Step 3 - setting your Approvals process
  • Step 4 - Groups - what are they and how do I use them?
  • Step 5 - Choosing your Accountancy Software
  • Step 6 - tell your staff what is going on
  • Step 7 - tell your Suppliers what to do
  • Step 8 - First invoice sent! Where does it go? - The Unknowns- Finding, trying and using Maps
  • Step 9 - How to do Manual Entry
  • Step 10 - Ask about Lets Get Going or training sessions
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