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1. Sign up with MSPbots.ai at https://app.mspbots.ai. 
   If you don't have a Microsoft AAD account, please follow the instructions in How to Sign Up with MSPbots without Microsoft Office 365 Account. 
   For data security-related questions, please check https://mspbots.ai/home/data-security/
   
   
2. Link your account software at https://app.mspbots.ai/Integrations. Currently, MSPbots support the following accounting software integrations:
   • QuickBooks Online
   • QuickBooks On-Premise
   • Xero
     
     
3. Add Shawn as the Consultant so he can access your account, make sure you assign him the Admin and Financial Role
   You can read the article Consultant Management Feature for instructions on how to add a consultant.
   
   
4. Finish the accounting mapping. You can refer to the article How to Use Accounting Mapping for Encore for the guided steps.
   If you don't have an accounting software integration or if your software is not supported: 
   1. Open the Encore Strategic Benchmarking App. 
   2. Go to Settings and select Encore Accounting Mapping Input Form. Enter your details here.
       
      For questions about the mapping, please reach out to Shawn at shawn@encorestrategic. io.
       
5.  Accept the invitation sent to your email. Once you accept, your group will appear in the peer group section. 
   
   

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