To commence the migration process, follow these detailed steps to set up your account on the SaasAnt Migration Portal:
Step 1) Migration Request:
To initiate the migration, please register your interest with SaasAnt via the following link: Sign up for a free Demo
Step 2) Email Invitation:
Upon starting the migration process, expect to receive an email invitation from the SaasAnt Migration Team. The email will contain a link to access the migration portal.
Step 3) Accessing the Sign-Up Page:
Click "View Form" in the email, guiding you to the sign-up page. Here, you'll discover options for creating your account using Google, Facebook, or your email.
Step 4) Account Creation and Form Access:
a. Email Signup:
Complete the registration form with your name, email address, and password. Agree to the terms and conditions and click "Sign up" to finalize your registration.
b. Google or Facebook Signup:
Upon signing up using your Google or Facebook credentials and successfully logging in, you will be redirected to the Migration form. The QuickBooks Online Migration form will be your landing page after a successful signup and login, serving as the starting point for initiating the migration process.
Step 5) Accessing the Migration Form:
For future access to the QuickBooks Online Migration form, log in to your account and navigate to the 'Assigned Forms' section on your dashboard. The form will be readily available for your use.
Note: This structured onboarding process ensures a smooth initiation of your migration journey, providing clear steps for account setup and access to the necessary migration forms.
What's Next:
Learn how to update the SaasAnt Migration Form by following our guide
Feel free to contact us at [email protected] if you encounter any challenges.