---
title: Post-Onboarding Checklist (QBO)
slug: td/ca/post-onboarding-checklist-qbo
description: Learn how to properly set up and use FISPAN Sync with these step-by-step instructions. From adding vendor bank account data to setting up default payment methods, ensure a smooth experience by following these additional steps.
docTags: UiAorlxQIO6JpqxlFX5My
createdAt: 2023-09-22T22:51:02.853Z
---

You are almost ready to use FISPAN Sync. 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.

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## Add Vendor Bank Account Data 

FISPAN Sync requires you to add vendor bank account data before proceeding to make payments. You can follow the guide on this page [Payment Methods (QBO)](docId:-Jiw5KsKVxBoArXB0mUx8) on how to add new information to the FISPAN Sync app. 

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## 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 [Updating Vendor Payment Methods Via CSV (QBO)](docId:1o3bdWED-2lh-FqZUqyzk).

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## 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.