Fast Start Ed Center

Tours work at 1920 X 1024 (1080) or higher resolution. Click to open a section. Work down sequentially from the top. Reopen the Welcome.

Skills Assessment

Think you have it? Select the Help link in the top right, and in the Knowledge Center, search for and take the Core Competency Assessment. If you pass this 20 question test, you are ready to go.

If not, invest some more time watching the overview (Fundamentals 105), try the hands-exercises available in the Knowledge Center, or work with your Implementation Manager to fill the knowledge gaps.

Next Steps

If your team has completed the formal training and has had time to add records, renew TXs, surf, poke around, and otherwise get comfortable with SaaSOptics, and you are ready to switch to production mode, you are ready to switch to production mode.

When you complete the switch to production mode, all the sample training data (Customers, Invoices, TXs, QuickBooks data, etc) will be purged, and your account will be ready for you to use to run your subscription financials.

Go here and follow the directions to switch to production mode.