Steps to get you started
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