Post-Onboarding Checklist (QBO)

you are almost ready to use {{fispansync}} there are a few additional steps that are required in order to use the product to its full potential review all items in this guide to ensure you are not missing anything add vendor bank account data {{fispansync}} requires you to add vendor bank account data before proceeding to make payments you can follow the guide on this page docid\ bo olpcrmwf33pyz6ovyz on how to add new information to the {{fispansync}} app set a default payment method and source bank account you can also set up a default payment method for each vendor this allows you to initiate payments quickly and is also outlined in docid\ ddsckwzmvv7aowfqjaspe test {{fispansync}} now that you are ready to make payments, we suggest you make payments with all commonly used payment rails this will help you get familiar with {{fispansync}} and learn how to best utilize it if you run into any issues, be sure to take screenshots so we can assist you with troubleshooting