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BKP’G - Monthly Bookkeeping - Full Cycle QBO/Dext - October 2024

Shared by Calmwaters Cloud Accounting
Kellie Parks
"This Bookkeeping Full Cycle workflow ensures consistent, compliant, clean QBO books. Here is a video on implementing the Bookkeeping Full Cycle template. Ensure you test it before using it on live clients, check that the roles are working for you, look at descriptions to vet for fit for your firm, and customize the automated email template and tags. https://www.loom.com/share/bda8fa4c0e9a403f951db9fb36853d90?sid=c65ca3a5-8422-4df6-9fa1-f02d72a44e73"
This template includes
  • 16 tasks
  • 31 sub tasks
  • 5 client tasks
  • 2 task dependencies
  • 6 task descriptions
  • 5 sections
  • 1 assignee role
  • 1 tag automation
  • 1 project resource
  • 1 workflow automation
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