QuickBooks Online Setup

Welcome to Plate IQ!
Welcome to Plate IQ!     Congratulations, you are just a few steps from completing your AP Automation with Plate IQ. This guide will walk your throug...
Fri, Dec 11, 2020 at 2:59 PM
Setup Checklist
User Level: Admin Est. time of Setup: Previous Step: Welcome!                                                    Next Step: Client Information Form ...
Fri, Dec 11, 2020 at 3:01 PM
Link QuickBooks Online
User Level: Admin Est. time of Setup: 3 Mins Previous Step: Checklist                                                                    Next Step: Upl...
Wed, Dec 2, 2020 at 3:42 AM
Upload Invoices
User Level: All Users Est. time of Setup: 3 Mins Previous Step: Link QuickBooks Online                                           Next Step: Training Vi...
Wed, Dec 2, 2020 at 2:59 AM
Training Video
User Level: All Users Est. time of Setup: 15 Mins Previous Step: Upload Invoices                                                           Next Step: S...
Fri, Dec 4, 2020 at 4:26 PM
Create Users and Assign Roles
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Training Video                                                  Next Step: Sort & Filt...
Wed, Dec 2, 2020 at 2:59 AM
Sort & Filter Invoices
User Level: All Users Est. time of Setup: 10 Mins Previous Step: Setup Users                                                                 Next Step:...
Wed, Dec 2, 2020 at 3:40 AM
Vendor Mapping
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Sort & Filter Invoices                                                  Next Step: Inv...
Fri, Mar 5, 2021 at 4:36 PM
Invoice Editing and Tools
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Vendor Mapping                                                             Next Step: Map ...
Thu, Dec 3, 2020 at 8:42 PM
Item Mapping
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Invoice Editing                                                                Next Step: ...
Thu, Dec 3, 2020 at 5:31 PM