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Client Weekly Accounting (Optimized for 3rd Party Apps)

Shared by The Profit Constructors
Tonya Schulte
"This Client Weekly project template is optimized for use with QuickBooks Online (QBO) when third-party apps, like Knowify or Buildertrend, are connected. It includes detailed steps for processing source documents, matching transactions, reconciling accounts, and handling payroll tasks. The template also incorporates subtasks for addressing common sync issues, verifying time entries, and managing client communication, ensuring a smooth and efficient weekly accounting workflow."
This template includes
  • 10 tasks
  • 14 sub tasks
  • 1 client task
  • 10 task descriptions
  • 2 sections
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