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Onboarding and New Clients

Onboarding and New Clients

Information for onboarding, whether new to Vic.ai or adding more clients

8 articles
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Written by Ryan Goetz

Onboarding new Accounts onto Vic.ai

An overview of how to add new client accounts onto Vic.ai
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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
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Written by Ryan Goetz. Updated over a week ago

Onboarding Sage Intacct Clients onto Vic.ai

Necessary Intacct permissions for Vic.i to work
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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
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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
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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
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Written by Ryan Goetz. Updated over a week ago

Add new clients to Vic.ai

Our platform improves with each client you add
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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
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Written by Ryan Goetz. Updated over a week ago