Onboarding and New Clients
Information for onboarding, whether new to Vic.ai or adding more clients
8 articles
Written by Ryan Goetz

Onboarding new Accounts onto Vic.ai
An overview of how to add new client accounts onto Vic.ai
Written by Ryan Goetz. Updated over a week ago
Onboarding Non-API accounts
How to submit historical data to train and connect Non-API accounts
Written by Ryan Goetz. Updated over a week ago
Onboarding Sage Intacct Clients onto Vic.ai
Necessary Intacct permissions for Vic.i to work
Written by Ryan Goetz. Updated over a week ago
How to sync your QuickBooks Online client with Vic.ai
Steps needed to sync a new QuickBooks Online client to Vic.ai
Written by Ryan Goetz. Updated over a week ago
Updating Bill.com Permissions to Sync with Vic.ai
How to update Bill.com user permissions to sync with Vic.ai
Written by Ryan Goetz. Updated over a week ago
Bill.com user permissions for using approval features
How to update Bill.com user permissions for using approval features
Written by Ryan Goetz. Updated over a week ago
Add new clients to Vic.ai
Our platform improves with each client you add
Written by Ryan Goetz. Updated over a week ago
GL Accounts missing in Vic.ai
If GL Accounts in Vic.ai from your Chart of Accounts are missing, read this
Written by Ryan Goetz. Updated over a week ago