HelpGrowUSA BI Dashboard - Market Matrix

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Steps to ‘Onboard’ a New Client

Step 1:

Open up this Quickbooks help article on scheduling ‘automated’ reporting.

Step 2:

Follow the steps outlined in the Quickbooks help article, & select the EXACT “Memorized Reports” that will be integrated into the Growth Dashboard.

Step 3:

When ‘setting up’ the scheduled report, please use the following information (Step 3. in the QB help article):

  • Schedule name: Set it to what you like, no one will see this
  • Frequency: DAILY¬†<– VERY IMPORTANT!!!
  • Time: 6:00 am EST
  • Notifications: TURN OFF

Then click ‘Next’.

Step 4:

When configuring¬†the ‘Memorized Reports’, use the following information (Step 4 in the QB help article):

  • To:
  • Subject: [CLIENT COMPANY NAME] Daily Report
  • Password: password
  • Body: Doesn’t matter, can keep it generic

Then hit “Schedule” & you’re all set!