Aero Workflow Knowledge Base

Knowledge base articles

• Getting Started

  • How to setup your new Aero account
  • How to setup your client work in Aero
  • Setup a Team Member

• Defining Your Services

  • How to Create Aero Template
  • Ways to use Projects in Aero
  • Create New Procedure

• Scheduling Services

  • Aeros, Master Aeros, Aero Templates, Projects – I’m so confused!
  • Create an Aero Task
  • Create New Project

• Integrations

  • How the Aero-QBO Sync Works
  • Connecting Aero to Google
  • How the Aero-Gmail integration works

• Doing Your Work in Aero

  • Doing your work in Aero
  • Using Aero’s Grids
  • My Preferences

• Manage Firm

  • The Manage Menu
  • Reports
  • Manage Aeros

• Troubleshooting

  • How the Aero-QBO Sync Works
  • Google Connection Troubleshooting
  • Troubleshooting the Office 365 integration

• Aero University

  • Getting Connected to the RIGHT QBO Company
  • Deleting Things in Aero
  • QBO Error Log Messages

• Manage your Aero Account

  • My Company Settings
  • Manage Aero Account
  • Update Account Information

• The Aero Library

  • How to Use Library Templates
  • Who can Use Library Templates
  • Using a Library Template to Create an Aero

• Release Notes

  • Release Notes 11/23/16
  • Features Update 10/11/16
  • Aero Release Notes 9/7/16