Post-Onboarding Checklist (QBO)

you are almost ready to use the fispan sync there are a few additional steps that are required in order to use the product at its full potential follow these steps to make sure you are not missing anything! 1 add vendor bank account data fispan sync requires you to add in vendor bank account data before proceeding to make payments you can follow the guide on this page payment methods (qbo) docid\ rw3jztlpqi a iavr3yrx on how to add new information to the fispan sync app 2\ 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 quicker and is also outlined in @updating vendor payment methods updating vendor payment methods via csv (qbo) docid\ e9ph tkmkvllatijcwlwa 3\ test fispan sync 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 fispan sync 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!