Skip to main content
All Collections8 STEP NEW ACCOUNT SETUP - Start Here! 📺🚀Step 5 - Products, Payments and Financial
Setup Your Products, Payments & Financial 📺
Setup Your Products, Payments & Financial 📺

This is where you learn now to add your products and services.

Edward Cooper avatar
Written by Edward Cooper
Updated over 6 months ago

Setting up your Products, Payments and Financial settings properly is really important. With BriteBiz, there are a number of ways you can do this depending on your account setup.

The options are.

  1. No accounting integration.

  2. Quickbooks integration.

  3. Xero integration.

Additionally, we advise all new members to complete Essential Accounts Training.

Each option has a different setup, and for Quickbooks integration and Xero integration, you can setup as Single Invoice integration or Multi Invoice integration. Your onboarding trainer will work with you to decide on the best option for your business.

To view options and training CLICK HERE.

Did this answer your question?