Yes!
From the beginning, Gozynta has made it easy to set up Mobius without any assistance from us through our user guide and knowledge base articles that try to anticipate any issues you may have and make things as easy as possible with no frustration.
However, as we've added features and the requirements for ConnectWise PSA and QuickBooks Online APIs have changed over time, Gozynta has implemented a required Onboarding Package so our Partners don't have to worry about mapping and settings -- literally we can get everything set up for you so you can hit the ground running using all features to their fullest potential in a way that makes sense for your business.
Gozynta Mobius' required Onboarding Package is included with all annually-paid subscriptions, and for our monthly-paid Partners it is a one-time $1000 investment for 5 hours of dedicated consulting. Set up in multiple sessions, our required Onboarding 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.