Viewing Time: 24 minutes
Table of Contents
Topic 1: Quick wins to optimize your account
Connect your ledger to import clients, set up your profile and invite users.
Topic 1: Optional Additional Resources
- WATCH: Applying your Xero or QuickBooks Online settings.
- READ: Help article on creating your profile.
- READ: Multiple help articles on how to manage your users.
- READ: Help article on connecting to Xero or connecting to QuickBooks Online.
- PREVIEW: A weekly Summary Email.
Topic 2: Optimizing Your Settings in Practice Ignition
Apply general settings, tax settings, logo and brand.
Topic 2 Optional Additional Resources
- READ: Help article on reviewing your settings
(includes general settings, branding and tax settings)
- READ: Help article on Labs experimental features.
Topic 3: Creating a Client, Service and Terms Template.
Understand the core components that make up a proposal.
Topic 3 Optional Additional Resources
- PRESENTATION: The components that Make up a proposal
- READ: Create a client
- READ: Create a Service
- READ: Different ways to Bill your clients (Guide to Billing Types)
- READ: Placeholders for your Terms Template
- READ: The PI Formatting Guide.
Topic 4: Draft and Send Your First Proposal
How to create, preview and send your proposal.