Customer Onboarding
What Happens After You Buy
Switching to Plus & Minus is a structured, guided process designed for accuracy, continuity, and a smooth transition — with a real person on your side from day one.8–10 hrsTypical data conversion
~1 MonthTo first live use
150Platform functions
1Named support person, always yours
1
Pre-Conversion Review
Before any data is exchanged, we meet with your team to understand how your current system is being used. This includes:
- Your accounting structure and reporting requirements
- Multi-entity considerations
- Any custom workflows or recurring transactions
- Inventory, payroll, or industry-specific processes
- Known data issues or cleanup needs
2
What We Need From You (Data Collection)
To get your account configured, Plus & Minus will gather the following from your organization:
- Chart of Accounts
- Banking information
- Customer list
- Inventory items
- Vendor list
- Employee information (payroll)
- Up to two years of historical financial transactions (if exportable to Excel)
- Any additional entity data (one day of conversion time per entity)
We work with raw data exports — not printed reports. If your current system can export to Excel, we can import it.
3
Data Validation & Cleanup
Once your exports are received, we review them for:
- Completeness and accuracy
- Account structure issues
- Duplicate or inactive customers/vendors
- Missing or inconsistent fields
- Date-range gaps in historical transactions
If cleanup is needed, we identify it early so your import is clean and reliable. We are in constant contact with your representative to ensure everyone is on the same page — no surprises.
4
Historical Data Mapping
We map your data elements to the appropriate Plus & Minus fields. We handle:
- Account mapping
- Class/department mapping (if used)
- Customer and vendor field alignment
- Entity mapping for multi-company setups
This step ensures your historical data fits seamlessly into the Plus & Minus structure.
5
System Setup
Once we have your data, Plus & Minus configures the system specifically for your company. Setup includes:
- Account structure built from your Chart of Accounts
- Email integration configured
- Customer and vendor records imported
- ACH configuration
- User logins created for your team
- Customized P&L reporting tailored to your business
- Presets configured for regularly recurring tasks — executable with a single click
Presets are a key time-saver: routine tasks you perform regularly are set up in advance and can be run with a single click. If a staff member leaves, presets can be transferred to other users at your request.
6
Data Conversion
Conversion time depends on your current system and the volume of data:
| Scenario | Estimated Time |
|---|---|
| Standard conversion (general) | 8–10 hours |
| Conversion from QuickBooks | 12–16 hours (QuickBooks structure requires additional mapping) |
| Per entity (multi-entity companies) | ~1 business day per entity |
| Typical data range | Last 2 years of financial transactions |
Data we convert includes customers, vendors, inventory, bank accounts, email addresses, and historical financial transactions. We also support multiple payroll setups and currently handle customers with 2,500 invoices a day.
We have automated routines built to convert QuickBooks data, and we verify that the conversion is correct before you go live.
7
Training
Format
What We Train You On
- Hands-on, live training sessions — typically 2–3 phone calls per day, usually 5–10 minutes each
- Our online help system and tutorials are accessible at any time
- Training sessions for daily, weekly, and monthly workflows
- Review of presets and recurring tasks as necessary
- Guidance on best practices for your industry
- Real-time support as necessary
We've found that training works better in small 10–15 minute sessions. Over 2–3 weeks, users get comfortable with the system. We provide 45 minutes of personal one-on-one support — that's the best way to train.
Timeline| Team Size / Complexity | Estimated Training Duration |
|---|---|
| Smaller teams (e.g., 4-person system) | Approximately 6 weeks |
| Larger or more complex organizations | Up to 3 months |
| Parallel run period (before full cutover) | Approximately 1 week for a 4-person setup |
- The full system — Plus & Minus has 150 functions
- Annual reporting tasks (we walk you through the first time)
- Your specific preset tasks and workflows
- How to add data retroactively and into the future
- Deadline-driven accounting tasks
Call frequency drops off dramatically after the first few weeks as your team gains confidence.
Our goal is to make your team confident and productive from day one.
8
Dedicated Support
Named Support Person
One dedicated contact assigned to your account — not a ticket queue.
Business Hours Access
Reach your support person directly during business hours. Coverage provided if they're unavailable.
Proactive Check-Ins
If we don't hear from you monthly, we will call you. We don't wait for problems to surface.
Ongoing Enhancements
System improvements can be made at any time based on your feedback and evolving needs.
- Your support person handles basic training questions directly
- After 3 months, we shift to periodic check-ins
- Our pricing model allows a genuine one-on-one relationship with every customer
You have one primary liaison at Plus & Minus, and we ask that you designate one primary contact on your side. This keeps communication clear and efficient.
9
Onboarding Timeline at a Glance
| Phase | Typical Duration |
|---|---|
| Data collection & conversion | 8–10 hours (standard) / 12–16 hours (from QuickBooks) |
| System setup & login creation | Included in setup |
| Parallel run period | ~1 month (small teams) |
| Active training | 6 weeks – 3 months |
| Steady-state support (check-ins) | Ongoing after 3 months |
From purchase to first use: approximately one month for a 4-person team running in parallel. Larger organizations may require additional time based on staff count and data volume.
Frequently Asked Questions
Common questions from companies evaluating a switch to new accounting software.
QHow long does it take to switch to Plus & Minus?
For a 4-person team, you can expect to be running in parallel within approximately one month. Data conversion takes 8–10 hours for most companies, or 12–16 hours if migrating from QuickBooks. Active training spans 6 weeks to 3 months depending on team size and complexity.
QWhat data do I need to provide when switching accounting software?
We need your Chart of Accounts, customer and vendor lists, up to two years of historical financial transactions (exportable to Excel), banking information, inventory items, and employee/payroll data. We work with raw data exports — not printed reports.
QWill I lose my historical financial data?
No. We import up to two years of historical financial transactions from your existing system. If your current software can export to Excel, we can bring it over. Your data history stays intact and accessible from day one.
QHow does the migration from QuickBooks work?
We have automated routines specifically built to convert QuickBooks data. Because QuickBooks uses a different data structure, conversion takes 12–16 hours rather than the standard 8–10. After conversion, we verify the results are accurate before you go live.
QWho will train my team on the new software?
A named support person is assigned to your account and handles your training directly — not a generic helpdesk. Training is live and hands-on, delivered in focused 10–15 minute sessions. We also provide an online help system accessible at any time.
QWhat if a key employee leaves during or after onboarding?
Presets — one-click shortcuts for your recurring accounting tasks — can be transferred to other users at your request. Your support person can also provide retraining for new staff. You're never starting from zero.
QIs there ongoing support after we go live?
Yes. Your named support person remains on your account indefinitely. After 3 months, we shift to periodic check-ins. If we don't hear from you monthly, we proactively reach out. System enhancements can be made based on your feedback at any time.
QDo I need IT staff to implement Plus & Minus?
No. Plus & Minus handles the entire setup — data conversion, system configuration, user logins, email integration, and ACH setup. You designate one internal contact and we handle the technical work.
QHow disruptive will the switch be to my team's daily work?
Minimal. We run your new system in parallel with your existing system during the transition — typically about one month for smaller teams. Your staff continues in their current system while getting familiar with Plus & Minus at their own pace.
QCan Plus & Minus handle our transaction volume?
Yes. Plus & Minus currently supports customers processing 2,500 invoices per day. The system is built on a single-file architecture that handles high transaction volumes without the complexity of modular ERP systems.
Ready to See It in Action?
Book a demo with Tim and walk through exactly how Plus & Minus would work for your company — including what your onboarding would look like.