Thanks! Your Onboarding call has been scheduled.

What's next?
Our goal is to get you a Pricing quote quickly after completing your Onboarding call.

One last thing to do before the call:
If you already have a Quickbooks or Xero account please, share Accountant access so we can review prior to the call. We ask that you please send it at least 48 hours before the call.

Quickbooks: Sign into QuickBooks Online > Select the Settings icon then Manage 
users > Select Accounting firms > Select Invite > Enter the accountant’s 
name as Shelia Mott and the email address as [email protected] > Save > Follow the next steps on screen > Select Finish > Select Continue.

Xero: Click on your organizations name on the top left > click settings > under general heading click on users > Click Invite a User > Enter Shelia Mott and [email protected] > For access give us payroll + business and accounting (advisor) > Send Invite

Note: If you are outside of the US, you will need to send access to a separate Quickbooks account. If your country is not listed below, please email [email protected] and we will send you the correct email to send access to. We apologize that Quickbooks does it this way.

If you don’t already have a Quickbooks or Xero account, its no problem! Nothing else is needed before the call and you can skip this step.

If you have any issues granting us access or have any questions, reach out to us at [email protected].

Talk to you soon!
The EcomBalance Team

Please double check the time you booked to make sure it works for your time zone.

We'll talk you at the scheduled time that you chose.

@EcomBalance, 2021

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