QBO Products & Services Clean Up Workflow
Optimized for bookkeeping/service firms. Run this quick workflow to speed up invoicing, clean up reporting, and set correct taxes by default. You can either do the following manually in QBO (especially if you use RightTool) or export to a CSV file, clean things up and then re-import. Change up this list for how you will get the items cleaned up, in QBO or outside. This is just a quickie starter list to get you primed for cleaning up your firm’s files and adding this as a value-add service for clients.
Optimized for bookkeeping/service firms. Run this quick workflow to speed up invoicing, clean up reporting, and set correct taxes by default. You can either do the following manually in QBO (especially if you use RightTool) or export to a CSV file, clean things up and then re-import. Change up this list for how you will get the items cleaned up, in QBO or outside. This is just a quickie starter list to get you primed for cleaning up your firm’s files and adding this as a value-add service for clients.
Optimized for bookkeeping/service firms. Run this quick workflow to speed up invoicing, clean up reporting, and set correct taxes by default. You can either do the following manually in QBO (especially if you use RightTool) or export to a CSV file, clean things up and then re-import. Change up this list for how you will get the items cleaned up, in QBO or outside. This is just a quickie starter list to get you primed for cleaning up your firm’s files and adding this as a value-add service for clients.