Important tasks to complete when setting up account

When you're setting up your Knowify account, it is best to ensure you've set the following information:

1. Company address and phone number for document output: https://secure.knowify.com/#/admin/company
2. Add all necessary users: How to add users
3. Set rates for all users: How to set labor costing rates
4. All necessary features are enabled: https://secure.knowify.com/#/admin/general
5. if connected to QuickBooks Online, set up all the sync default accounts and services: https://secure.knowify.com/#/admin/quickbooks

If you have more questions on any of this, please email them to [e-mail]