QuickBooks Desktop 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...
Tue, Feb 2, 2021 at 12:05 PM
Setup Checklist
User Level: Admin Est. time of Setup: Previous Step: Welcome!                                                    Next Step: Client Information Form ...
Thu, Feb 29, 2024 at 5:32 PM
Link QuickBooks Desktop
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Checklist                                                                    Next Step: Up...
Thu, Feb 29, 2024 at 11:01 AM
Upload Invoices
User Level: All Users Est. time of Setup: 3 Mins Previous Step: Link QuickBooks Desktop                                           Next Step: Training V...
Thu, Feb 29, 2024 at 11:18 AM
Training Video
User Level: All Users Est. time of Setup: 15 Mins Previous Step: Upload Invoices                                                           Next Step: S...
Tue, Feb 2, 2021 at 12:10 PM
Create Users and Assign Roles
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Training Video                                                  Next Step: Sort & Filt...
Tue, Feb 2, 2021 at 12:13 PM
Sort & Filter Invoices
User Level: All Users Est. time of Setup: 10 Mins Previous Step: Setup Users                                                                 Next Step:...
Tue, Feb 2, 2021 at 12:11 PM
Vendor Mapping
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Sort & Filter Invoices                                                  Next Step: Inv...
Thu, Mar 18, 2021 at 6:22 PM
Invoice Editing and Tools
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Vendor Mapping                                                             Next Step: Map ...
Tue, Feb 2, 2021 at 12:14 PM
Item Mapping
User Level: Admin Est. time of Setup: 10 Mins Previous Step: Invoice Editing                                                                        Nex...
Tue, Feb 2, 2021 at 12:45 PM