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Step 2 - Install the N-able Benchmarking package
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- Log in to
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- the MSPbots app and go to Marketplace > App.
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- Locate and click on the
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- N-able Benchmarking package
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- to install it.
Step 3 - Setup Set up your Accounting Mapping using the N-able template
Prerequisite: Accounting software already integrated with MSPBots
1. Login to MSPBots
2. Go Settings menu > Click Accounting Mapping
3. Under the Accounting Mapping Dashboard,
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| Note |
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Your accounting software must be fully integrated with MSPbots before you can successfully set up Accounting Mapping. |
- On the MSPbots app, click Settings > Accounting Mapping.
- On the Accounting Mapping tab, go to the Accounting Dashboard section.
- Select your Accounting Software integration, e.g. Quickbooks Online.
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- And then, select only the Profit & Loss Statement option
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4. Hover into the Map to section. Select N-able Benchmark Template.
5. To categorize, drag and drop the Accounts from the left to the correct mapping on the right.
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