Articles tagged wizard
QuickBooks first sync walkthrough
Walk through the QuickBooks setup wizard — account mappings, class mappings, payment-method mappings, sync settings — and what to verify after the first sync runs.
The onboarding wizard explained
The new-tenant wizard walks brand-new accounts through the minimum setup — and which wizard you get depends on your industry. What each step does, what it doesn't cover, and how to revisit any step you skipped.