Our Tailored Framework includes set up & training for both QuickBooks & Dispatch
Discovery
Initial planning meeting to prepare a timeline and plan for moving forward
QuickBooks Introduction
Explore QuickBooks Online and the navigation for daily operations
QuickBooks & Dispatching
Discover how QBO and Dispatch integration work together to support the needs of the customer and the craftsman
Introduction to recording expenses
Learn how to write check, pay credit cards, make loan payments and track job costs
Introduction to end of month process
Explore how to reconcile the bank and credit card accounts and upload reports to Profit Keeper
Ongoing Help Desk Support
On-demand support for up to 3 months