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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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AI UNCHAINED Conference
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Product Updates & Release Notes
Where is the task to upload my client’s month-end bank or credit card statement?
Appearance of this task will depend on if a task is needed for your client’s month-end bank or credit card statement.
Appearance of this task will depend on if a task is needed for your client’s month-end bank or credit card statement.
- If your client’s account is connected via Smart Connect, then launch the account details. If you see a link to download a month end statement you will not be assigned a task to upload the statement.
- If your client’s account is connected via Smart Connect, then launch the account details. If you do not see a link to download a month end statement please navigate to Work > Tasks and perform a search for the bank account name and/or the last 4 digits of the account number to locate the task request. Once found, launch the task to upload the month end statement and click the Upload & Complete to complete the task.