Setup Check with a bexio Product Specialist • C3
You set up your bexio account on your own and are unsure if everything is configured correctly?
Have your bexio account checked quickly and easily within 30 minutes by our product specialists.
This helps you avoid misconfigurations and future issues, while also receiving valuable tips and tricks on how to get the most out of bexio.
Content of this service
Our product specialists check your basic settings and can confirm within minutes whether everything is correctly configured. Sometimes, it’s the small details that make the difference for a professional appearance and everyday success.
Contents:
- Basic settings
- Documents and payment terms
- VAT settings
- Banking connection and reconciliation
- Tips and tricks
- Questions & answers
Note
How the Setup Check works:
After booking, you will receive an email with further information, including a link to schedule an appointment with our product specialists.
Prepare for your online appointment by following the instructions provided.
We will review your settings during the Setup Check and discuss them in detail.
Please note:
The coaching session does not cover in-depth questions related to financial or payroll accounting. Please contact your accountant for such matters.
Don’t have an accountant yet? Find a bexio-certified trustee in our partner directory »
ℹ️ Book your online appointment early! Depending on the season, availability may be limited.
Questions?
We are here for you. Contact us via e-mail [email protected] or phone +41 (0)71 552 00 62
