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Monthly Accounting - Onboarding QBO

Shared by On Track Accounting Solutions
Greg Scholten
"Template to facilitate onboarding a new accounting client through QuickBooks Online software. This uses Ignition for engagement letters."
This template includes
  • 13 tasks
  • 36 sub tasks
  • 6 client tasks
  • 9 task dependencies
  • 5 sections
  • 3 assignee roles
  • 14 tag automations
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