We have tried to make it easy to set up Mobius without any assistance from us. Our user guide and knowledge base articles try to anticipate any issues you may have and make things as easy as possible with no frustration.
However, some companies opt for our Onboarding Package so they don't have to worry about mapping and settings.
Our Onboarding Package is $1000 for 5 hours of dedicated consulting set up in multiple sessions which includes:
- Scheduled, structured, effective meetings with screen share
- Proper GL Account Mapping in connection with your Chart of Accounts in QuickBooks Online, set up and error support
- Accounting Package, set up and error support
- Product and Services Mapping, set up and error support
- Customer and Vendor Mapping, set up and error support
- Showing you best practices to get the most out of your use of Mobius.
- Answer any questions you might have.
- On-call for you, should the need arise.
- End Goal: Get your ConnectWise PSA>Gozynta Mobius>QuickBooks Online in efficient, effective, working order.
The package has the following assumptions about the state of the company:
- ConnectWise PSA configuration is ready to create invoices
- QuickBooks Online is configured
- Chart of Account structure is defined and set up
- Has an existing Mobius Subscription.
These assumptions are not Required but will significantly decrease the number of hours that are needed to accomplish our goal.
Please note: Setup does take time and will take multiple sessions to complete.