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FAQs
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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Botkeeper Feature User Guide
- Getting Started
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
How do I reactivate a terminated client to make it an infinite client?
First you need to determine if the client termination can be canceled.
If you are not on a subscription plan, then you will first need to speak to your Account Executive about migrating to a subscription plan before taking the steps in this article.
First you need to determine if the client termination can be canceled. Please reference this article to determine if your client termination can be canceled.
If your client termination can be canceled, take the following steps
- Complete the steps from the linked article above
- Navigate to the scoping tool
- Open the scope of service for this restored client
- Navigate to the Company Information tab
- Navigate to and set the Client Type field to be Infinite
- Review the updated field requests to ensure accuracy OR enter any newly requested information
- Click the Action button, in the upper right corner of window
- Select the Deploy button
This client will now follow the process for Infinite onboarding.