Registration & Onboarding

This guide walks you through the complete registration and onboarding process for QoBooks Merchant.

Creating an Account

To get started with QoBooks, you'll need to create a merchant account:

1. Visit the Registration Page

   • Navigate to the QoBooks registration page
   • Fill in your business information including:
     • Organization name
     • Contact email address
     • Phone number (optional)
     • Password

2. Account Verification

   • After submitting your registration, you'll receive a verification code
   • Choose your preferred verification channel:
     • Email: A 6-digit code will be sent to your registered email
     • SMS: A 6-digit code will be sent to your registered phone number
   • Enter the verification code to confirm your account
   • The code expires after a set time period for security

3. Redirect to Client Panel

   • Once verification is complete, you'll be automatically redirected to your client panel
   • Access your account area at qotrack/account

Account Area Overview

After successful verification and redirection, you'll see the client panel with an Informative Widget: Business Solutions.

Business Solutions Widget

This placeholder widget provides guidance on next steps:

• If you're interested in signing up for a full account, the widget will redirect you to the QoBooks pricing page
• From the pricing page, you can:
  • Browse available subscription plans
  • Compare features across different tiers
  • Select a plan that fits your business needs

Choosing a Subscription Plan

Free Plan

If you choose the Free plan:

• You'll be immediately activated
• No payment information required
• Access to core features with limitations
• Perfect for testing the system or small businesses

Paid Plans

If you choose a paid plan:

• You'll be redirected to the payment gateway
• Complete the payment process
• Once payment is confirmed, your account will be fully activated
• Full access to all features included in your selected plan

Trial Period

For selected plans, you may be eligible for a trial period:

• Enjoy full access to features during the trial
• No payment required until trial ends
• Cancel anytime during the trial period
• Automatic transition to paid subscription if not cancelled

Next Steps

After completing registration and selecting your plan:

1. Complete Your Profile

   • Add your business logo
   • Set up your organization details
   • Configure your timezone and date format

2. Set Up Your Organization

   • Create your first branch/location
   • Add users and assign roles
   • Configure initial settings

3. Start Using QoBooks

   • Add your first customers and suppliers
   • Set up your chart of accounts
   • Begin managing your inventory
   • Create your first sales order or purchase order

Troubleshooting

Verification Code Not Received

• Check your spam/junk folder for email codes
• Ensure your phone number is correct for SMS codes
• Request a new code if the previous one expired
• Contact support if issues persist

Account Access Issues

• Ensure you're using the correct credentials
• Use the "Forgot Password" feature if needed
• Clear browser cache and cookies
• Try accessing from a different browser

Payment Issues

• Verify your payment information is correct
• Check with your bank if payment was declined
• Contact support for payment-related issues
• Ensure your selected plan is still available