Setup to Finish in 5 minutes
Hello Agnes is simple to setup and get started. Once you've added a payment method, you're ready to dive in. The Accounts page is the page that you will be presented with when you log-in and consists of the following areas:
- This button allows you to connect QuickBooks Online accounts with Hello Agnes.
- The Account page will show a row for each Connected Account.
- Account Action button. Will alternate between Ponder, Processing and Review depending on current status of the account.
- Clicking this button will allow you to update any setup items as needed.
- Link to the Accounts page (current page).
- Link to the Setting page for your Hello Agnes account.
The general process of using Hello Agnes can be broken down into four steps as follows:
1. Connect
To connect an account, click the Connect Account button on the Accounts page. From there, login into QuickBooks and then select the account that you would like to connect.
Once you've connected the account, you'll be presented with the Setup page and be ready to move to step 2. For a more detailed guide please check out [Step 1] Connecting QuickBooks Accounts
2. Setup
Once Quickbooks has verified your details and connected the account. You will be presented with the Account Setup page in Hello Agnes. The most important items are the Base Account and Data Start.
Agnes will attempt to categorize any transactions in the Base Account. As part of the categorization process, Agnes will analysis all transactions with a date greater than the Data State. For more information please check out [Step 2] Account Setup
3. Push to Base
Once you've completed the setup process, you're ready to push over the transactions you'd like to categorize.
To do this, login into QuickBooks Online and push any transactions that you would like Agnes to categorize into the Base Account that you selected in step 2. For a deep dive into which transactions to push over, check out [Step 3] Pushing to the Base Account
4. Ponder & The Report
The final steps are to click the Ponder button and then to review the Report. To do this, head back to the Accounts page in Hello Agnes. From there, click the Ponder button next to the account that you would like to automate.
Once the Ponder button is clicked, Agnes will begin the analysis. Once you've reviewed the resulting Report, click the Ponder Reviewed button to finish the process. For further details about the Ponder process and the Report check out [Step 4] Ponder & The Report