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Onboarding and New Clients
Onboarding and New Clients
Information for onboarding, whether new to Vic.ai or adding more clients
Onboarding new Accounts onto Vic.aiAn overview of how to add new client accounts onto Vic.ai
Onboarding Non-API accountsHow to submit historical data to train and connect Non-API accounts
Onboarding Sage Intacct Clients onto Vic.aiNecessary Intacct permissions for Vic.i to work
How to sync your QuickBooks Online client with Vic.aiSteps needed to sync a new QuickBooks Online client to Vic.ai
Updating Bill.com Permissions to Sync with Vic.aiHow to update Bill.com user permissions to sync with Vic.ai
Bill.com user permissions for using approval featuresHow to update Bill.com user permissions for using approval features
Add additional Companies or clients to Vic.aiOur platform improves with each company or client you add
GL Accounts missing in Vic.aiIf GL Accounts in Vic.ai from your Chart of Accounts are missing, read this