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Task templates

3 templates

Firm SOP library used to create open, client, and recurring tasks in the Client Window.

Recurring Task

20 Booke AI - Process Documents & QBO Bank Feed -BK

Use this checklist to complete your Booke document processing and to clear the clients bank feed.

When to start

On client date field: 14 days before Bookkeeping Due Date

Recurrence

Every one month

Assignee

Bookkeeper

Deadline

10 days

Subtasks

Total 5
  1. 1
    Instructions

    QBO Bank Feed

  2. 2
    Instructions

    Process all expenses from Booke

  3. 3
    Instructions

    Process any other documents from client directly into QBO

  4. 4
    Instructions

    Clear remaining transactions in feed

  5. 5
    Send email manually

    NOTIFY CM OF COMPLETION