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New client onboarding

Welcome to AssetAccountant and thank you for subscribing. We hope you find using this software is an intuitive experience. For new Users, we suggest following the prescribed onboarding sequence below to achieve maximum workflow efficiency.

Onboarding sequence for all new Users

Setup guide

View setup guide

Onboarding - Part 1

Welcome

 
Onboarding - Part 2

Account structure

Onboarding - Part 3

Setup

 
Onboarding - Part 4

User roles & permissions

Onboarding - Part 5

Introduction

Onboarding - Part 6

Asset group & FL mapping

Onboarding - Part 7

Adding assets – interface

Onboarding - Part 8

Adding assets – file import

Onboarding - Part 9

Leased assets – overview

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Resources

Link
My account
Knowledge base
Knowledge base
Link
Helpdesk
Link
Video hub
FAQs and important basic principles
FAQs and important basic principles

QuickBooks Online Users

Setup Guide - QuickBooks Online

View setup guide

QuickBooks Online

Introduction 🌏

 
QuickBooks Online

Introduction

 
QuickBooks Online

Integration

 
QuickBooks Online

Lease Overview

 
QuickBooks Online

Lease Setup

 
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Xero Users

Setup Guide - Xero

View setup guide

Xero

Integration

 
Xero

Lease Overview

 
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Sage Intacct Users

Setup Guide - Sage Intacct

View setup guide

Sage

Integration

Sage

Lease Overview

 
Sage

Leased assets – setup

 
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Microsoft Dynamics D365 Users

Setup Guide - Microsoft D365

View setup guide

Microsoft Dynamics

Integration

 
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