Getting Started: Organization Onboarding

How to create a new organization.

  1. From the login portal, select “Management” and log in. 
  2. This will take you to the “Dashboard” page. 
  3. In the left-hand menu, click “Organizations” (4th  option from the top).
    • This will pull up the “Organizations” page. 
      1. From this page select the “Create Organizations” button in the upper right-hand corner. 
      2. This action will bring up the “Create Organization” form. 
      3. Fill out the form with the ”Organization Name, Quickbooks Realm ID, and Merchant ID.” 
      4. Click “Create Organization” 
    • This will now allow you to assign users and locations to your new organization.