Schedule a QuickBooks Appointment

Follow these steps when you are ready to schedule your first QuickBooks Integration appointment.

FrameReady has made every effort to ensure that you can set up everything yourself within the software. We’ve provided documentation and videos to help walk you through the process of doing nearly everything in the software. The QuickBooks Integration is no different and there is no part of the process that requires that FrameReady do the work for you, outside of turning on your subscription.

If you prefer to have someone walk you through this process, your additional subscription to FrameReady’s QuickBooks Integration already includes several setup sessions to ensure that everything is working properly for you. We expect that everything can be completed in a one hour appointment, but if something is forgotten or you have troubleshooting to work through after your setup, any additional appointments are always welcome and included.

There are a few important things you should be aware of before you schedule your appointment. The first is that you should have spoken with Sales and/or a Payment Specialist to request that QuickBooks be added to your monthly subscription. A Support Ally cannot help you with setting up until this has been completed.

Secondly, you’ll want to ensure that you have an active QuickBooks Online account and have ensured that everything you need to import into FrameReady is already. Everything that you’ll be importing into FrameReady is listed in our Online Help and in our QuickBooks Integration Setup Checklist PDF. You will need to have everything prepared ahead of time in QuickBooks as FrameReady will not be able to work in QuickBooks to prepare these things for you.

If you are uncertain about how to setup your QuickBooks and have a store in the US, we would recommend that you contact our QuickBooks Partner, BudgetEase. BudgetEase is an accounting service that works exclusively with clients using QuickBooks Online. They can help you with a single appointment for troubleshooting, QuickBooks Setup appointments and ongoing bookkeeping services. We work directly with BudgetEase to ensure that all questions are answered and your Integration will run smoothly.

Once your subscription is setup and you have ensured that everything in QuickBooks is ready for the integration, then it’s time to let a Support Ally know. The fastest way to let us know you’re ready for your setup is by using the Request Support feature directly in your FrameReady Software. Click this link to learn more about it. You can also send an email to support@frameready.com to request a link to schedule an appointment when it is most convenient for you.