Onboarding Checklist

We thank you for choosing Smoothlink as your integration partner. Our integration truly is in a league of it’s own in the integration space between Procore and QuickBooks Online. As you may already know Smoothlink offers their services throughout the world and our customer support is the same regardless of your company size or location.

Our goal is to ensure that your experience with our QBO integration is a smooth and efficient as our current clients have experienced.

In order to ensure you have the best experience possible we ask you to make sure a few things are set up in Procore & QBO to make your onboarding as fast and efficient as possible. If you can follow the checklist below to prepare for our onboarding meeting with you it will allow the meeting to run smoothly. If you have any questions throughout the checklist please reach out to our team and we will be happy to help out.