Table of Contents
- Client: Create an account on Jebra
- Jebra: Request credentials from MarianaTek via email
- Client: Authorize the request via email
- Jebra: Setup QuickBooks Sandbox
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Jebra: Send QuickBooks Sandbox invitation to client email alias,
i.e. if your email is{name}@{domain}, we'll send the invitation to the alias{name}+jb1@{domain}.
You can read more about plus aliases here. -
Client: Open invitation link and create a new account with email alias
Why create a new account with email alias for QuickBooks Sandbox ?
When you open the invitation link sent to the email alias, QuickBooks will ask you to create a new account to access the Sandbox.
This isolates and protects your real QuickBooks account from any actions taken in the Sandbox. - Client: Review Sandbox
- Client: Complete Pre-Production Steps
- Jebra: Setup production automation