About this template
Work type: Admin
Location: United States
Client industry: E-Commerce
This template includes
- 29 tasks
Onboarding - Bookkeeping
26 downloads| Team Tasks | ||
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| FOLLOW BEST PRACTICES THROUGHOUT ENTIRE PROJECT |
Onboarding Specialist
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| Attach engagement letter to this client in FC |
Onboarding Specialist
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| Send welcome email to the client |
Onboarding Specialist
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| Add client to the ClickUp client roster |
Onboarding Specialist
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| Change the client's status in the Client Roster to "In Process" |
Onboarding Specialist
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| Update the pricing and hours pages of the roster |
Onboarding Specialist
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| Set up client notifications in FC |
Onboarding Specialist
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| Set up the client's QBO |
Onboarding Specialist
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| Set up the chart of accounts in QBO |
Onboarding Specialist
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| Create an internal email address for the client |
Onboarding Specialist
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| Create an unidentified transactions folder in Google Drive |
Onboarding Specialist
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| Request access to all systems |
Onboarding Specialist
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| Verify all system access has been granted |
Onboarding Specialist
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| Set up Link My Books (if applicable) |
Onboarding Specialist
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| Send the COGS video to the client |
Onboarding Specialist
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| Verify SKU naming conventions |
Onboarding Specialist
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| Internal Project Planning Meeting (if necessary) |
Bookkeeping Manager
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| Add client to Constant Contact |
Onboarding Specialist
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| Gather a list of the client's bank accounts |
Onboarding Specialist
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| Connect bank and credit card accounts in QBO (if not already connected) |
Onboarding Specialist
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| Fix bank/credit card naming conventions in QBO |
Onboarding Specialist
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| Activate ReCat feature in FC |
Onboarding Specialist
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| Get read-only access to bank accounts |
Onboarding Specialist
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| Request an inventory valuation calculation from client |
Onboarding Specialist
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| Get access to past transactions |
Onboarding Specialist
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| Verify online banking "read only" access has been given |
Onboarding Specialist
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| Verify all necessary statements for cleanup period have been received (if read-only access is unavailable) |
Onboarding Specialist
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| Add QBO Account to Rewind software |
Onboarding Specialist
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| Send the client the onboarding survey |
Onboarding Specialist
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