BKP’G - Monthly Bookkeeping - QBO Cash Coding With Manager File Review Section - October 2024

"This Bookkeeping Cash Coding template, with the Manager File Review workflow ensures consistent, compliant and clean QBO books. Here is a video on implementing the Bookkeeping Cash Coding template, with the Manager File Review as a section within the project. 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/a124fd401ff8406f8ec0ac432e86cd45?sid=46ba7561-ac61-4dc1-92c2-045c553d1922"