How to schedule an onboarding appointment

Need help getting started? Schedule an onboarding appointment with a Key CashFlow specialist.

Your Accounting Software
QuickBooks Select the version of QuickBooks to schedule your onboarding appointment:
- Online
- Desktop
- Enterprise
Xero Link to schedule your onboarding appointment
Oracle NetSuite Link to schedule your onboarding appointment
Sage Intacct Link to schedule your onboarding appointment
Other/Not syncing any accounting software Link to schedule your onboarding appointment

  1. Select the appropriate link from the above
  2. Select your time zone and browse the available time slots. Available times will appear in blue.
    • Keep in mind that onboarding appointments are scheduled for 60 minutes
    • If you need more time, ask for an additional 30 minutes in the Notes section of the onboarding form. If it's possible to accommodate the request, you'll receive a longer appointment from your trainer.
      Key CashFlow onboarding calendar
  3. Enter company details and contact information. This is where we'll send the calendar invitation for the onboarding appointment.
  4. Select Confirm Booking and you should receive a calendar invitation within 12 hours.

The calendar invitation will include instructions on how to prepare for your appointment. You can also see the article 6 quick tips for a successful set-up call for more information.