Getting Started with – Startup Checklist


Getting Started with – Startup Checklist
Getting Started with – Startup Checklist
When logged into your account, click , and then click Settings > Startup Checklist. There you’ll find
a checklist of the things you may need to do to get your new account set up and ready for use.
1. Sync - 1st Sync
Click the link to be directed to the Sync Setup Page, where you’ll be guided through setting the sync
between your account and your accounting system. We also offer these detailed setup guides,
to assist you in getting your sync set up.
QuickBooks for Windows Sync Setup - Overview
QuickBooks for Windows - Local Machine Sync Setup
QuickBooks for Windows - Local Server Sync Setup
QuickBooks for Windows - Server Farm Sync Setup (Hosted Provider Instructions)
QuickBooks for Windows - Single Dedicated Server Sync Setup (Hosted Provider
QuickBooks Online Sync Setup (via Intuit App Center)
QuickBooks Online Sync Setup
Intacct Sync Setup
NetSuite Sync Setup
Xero Sync Setup
2. Bills and Documents – Inbox
Click the Inbox link to set up your Inbox email address, and, if you’d like, a Inbox fax
number. A suggested email address will auto-populate – you can use the suggested email address, or
customize one (using a minimum of 8 characters preceding the suffix) then click the Save
Email button to assign it to your account.
When setting a Fax Number, your default area code will auto-populate – you can keep the default area
code, or choose another. Then, click the Get Fax Number button to assign a number to your account.
Click Continue to return to the Startup Checklist.
Once you’ve finished, you’re ready to send bills and other documents directly to your Inbox,
where they can be processed into Bills, Credits, Received Payment documentation, and document
3. Payables – Bank Account
Have your Routing and Account Numbers ready, and then confirm that you have either signing
authority on the account, or permission to authorize transactions on the account. Review our Terms of
Service and then click the Next button.
Next, you’ll go through Identity Verification by confirming your name and address, and then
completing a brief questionnaire. The information used to verify your identity is drawn from public
records from the three major reporting agencies. Use the tips below will be useful to you in becoming
Use your full name (not a nickname).
If you have recently changed your name, you may want to try using your former name.
Use your current home address or address on driver’s license
If you have moved in the last 12 months, you may want to consider using your prior address
If a question does not pertain to you, or if none of the answers listed are correct, you can select
the “None of the above”(or similar) option.
Lastly, enter your bank account information, and then click Next.
Depending on the bank you use, you may be given the option to Instantly Verify your bank account by
inputting the Personal ID & Password that you use to access your online banking. If so, input that
information and click the Verify Instantly button. Otherwise, we will use a test transaction to verify
that your bank account can make and/or receive payments. With this process, an amount less than
$1.00 will be deposited to and withdrawn from your account within two business days. Check your
account for the transaction to post to learn the exact amount. Once received, Login to your
account and click the Verify Bank link in your To Do List. Input the test transaction amount to complete
the verification process.
Once complete, you’ll be ready to use your bank to issue payments via
4. Payables – Approval
Choose whether or not Bills/Credits will need to be routed for approval prior to payment, and set up
your Bill Approval Workflow preferences regarding whether changes are allowed to Approved
Bills/Credits. Then, click Save.
5. Receivables – Logo
If you’re using Receivables, upload your company logo and we’ll display it on the invoices, in emails you send your customers, and on the website where they pay you. Be sure to click the Display
Tips link on this page to review helpful tips on selecting an image to use, including acceptable file
types, image quality, size, and shape. Select a file by clicking Choose File, and then click Upload Logo.
6. Receivables – Branded Website Address
Create a customized URL that your customers will use to log into the Customer Portal, where they can
view and pay invoices. If you do not wish to use the system-generated URL, simply input the address
you’d like to use and click Save. Once you’ve saved your custom URL, click Continue to return to the
Startup Checklist.
7. Receivables – How you want to get paid
This page allows you to setup the ability to Accept Payments Online via ePayment, PayPal or Credit
Card. Click (Setup) for each option you’d like to enable.
8. Roles and Permissions – Employees, co-workers and accountants
Create user profiles for all individuals who will be working on bills, invoices, payments, and more for
this company. Fill out the fields, and assign a role according to the permissions they’ll need within your account. Use the Permissions table to determine which roles work best for each user (if these
roles aren’t exactly what you’re looking for, you can create custom user roles by clicking > Overview
> Permissions : Roles > New). Click Save.