Navigate to Work > My Aeros to check out the tasks we created for you. Click the Aero-plane icon to start a task and see the checklist of steps to follow to set up your Aero account.
Navigate to Setup > My Company to choose your firm's settings. View the help doc to understand each field and determine the proper settings for your firm. This is where you choose whether or not you want your time to be automatically synced to QuickBooks.
Navigate to Setup > Accounting Software Types to add the types of software your clients may use. When you setup your clients, you can specify the accounting software they use, one software type per client. View the help doc for more info on this screen.
Navigate to Setup > Aero Types to setup the types of work your firm does. Examples may include payroll, accounts payable, consulting. You can read more about defining the kind of work you do here. View the help doc to understand what the fields are and how to fill them out.
Optional: Add the types of positions your staff fulfill in their work. Navigate to Setup > Hats. Oftentimes you and your staff wear different hats in the work they perform, i.e. sales, controller, QuickBooks guru. Track the work related to the various positions your firm performs by using Hats. View the help doc for more info on this screen
If you did not link a QuickBooks Online account to Aero, add clients to your companies list. Navigate to Manage > Companies. View the help doc for more info. We can import your client information for you. More...
Add information to the client vaults. Click here to learn more about the Aero Vault. If you want to gather information before you enter it in the vault, you can use this spreadsheet.
Add your contacts. If you synced Aero to your QuickBooks Online account, the contact information for each client was imported to Aero. You can add more contacts - here's how. We can also import your contacts for you. More information.
Navigate to Manage > Aero Account. Click on the arrow next to 'Account Information'. This is where you can update your company address and contact information, change your subscription level, and enter payment information. For more information about the items on the screen, view the help doc.
Navigate to Manage > QuickBooks. This is where you can connect or disconnect to a QBO account, perform a manual sync with QuickBooks, and check the sync log for errors. To learn more about how the QBO Sync works, click here.
Ask your team to get Aero Certified so that they know how to use Aero. Consider the Aero Guru certification for at least one person on your team.