Table of Contents
CC:
- Daudi Chilongo <daudi@jebra.io>
- Jebra Support <support@jebra.io>
After setting up Sandbox
Jebra MtekSales to QBO for Monarch
Hello {User}
We have finished setting up your data on the QBO sandbox for review.
I'll send an invite to {email_username+jb1@gmail.com} so that you can login and review. Let us know if you have any difficulty accessing the sandbox; or if you'd like me to invite your accountant let me know their email address.
Here is a link to the documentation.
Option 1
After reviewing, book a meeting on my calendar where we will answer your questions and discuss deploying to your real QBO account.
Reach out if you have any questions, thanks!
Option 2
Let us know if you have questions, or when you're ready to set up on your production QBO, thanks!
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{Dashboard Screenshot}
{QBO Sales Transactions}
Pre-Installation
For deploying to production we'll need you to complete the below:
1. Add your tax organization (see docs)
2. Enable location tracking (see docs - optional but recommended)
3. Please confirm the Start Date - the first date of data - we should use for the automation
OR WIP
For the next steps, please do the following for each of your locations (and corresponding QBO organization):
Let us know once this is done and we will complete the installation for you.
Reach out if you have questions, thanks!
Post-Installation
Good news: we have completed the installation! See screenshots below.
The automation will sync daily around {time} {customer timezone}.
Your first invoice will be auto-generated on {month} 30th; you can follow the link below and add your payment details to avoid disruptions:
The automation will sync daily around {time} {customer timezone}.
Your first invoice will be auto-generated on {month} 30th; you can follow the link below and add your payment details to avoid disruptions:
{Stripe Update Payment Details Link}
Let us know if you have any questions, thanks!
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{Dashboard Screenshot}
{Settings Screenshot}
Re-Authenticate QuickBooks
Hello {user}
We’ll need you to re-authenticate your QuickBooks connection to resume your automation:
- Log onto the Jebra dashboard
- Go to Connections page from the Automations tab in the Sidebar
- Click Manage for the QuickBooks connection, and select Re-connect
Let us know once you do and we will resume your automation, thanks!
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{ReAuth GIF}