Post-Onboarding Checklist (QBO)

You are almost ready to use the Companion App. There are a few additional steps that are required in order to use the product at its full potential. Follow this flow to make sure you are not missing anything! 

The Companion requires you to add in vendor bank account data before proceeding to test payments. You can follow the guide on this page Step 10: Set Up Default Payment Information (QBO) on how to add new information to the Companion App.

You can also set up a default payment method for each vendor. This allows you to initiate payments quicker and is also outlined in Step 10: Set Up Default Payment Information (QBO).

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 the plugin 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!