Set up and Training

Our set up and training program involves a meeting with your bookkeeper to fill out forms, getting to know your business and design processes to submit information. We will remotely set up all systems with you.
15-minute meeting to review goals of the application for your business and its use case
Set up all aspects integration of Hubdoc with your Quickbooks Online file
Set up company file and 1-15 products/services in Quickbooks Online file
Set up shared Dropbox account
Set up Plooto account for sending and receiving payments
Set up Tsheets account (payroll clients only if applicable)
Set up Teamview for remote support
Set up bank feeds into Quickbooks Online and Hubdoc
Set up vendor feeds and receipt/invoice forwarding email
15-minutes of training with your team submitting expense receipts via email forwarding and mobile app; recording sales, returns, and exchanges
Set up GST, HST, PST and payroll accounts (if applicable)
Set up My Business account with CRA
Set up authorizations for CRA and provincial governments (where applicable)
* Set up WSIB or WCB (where applicable)