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FAQs
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Troubleshooting & Support
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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
- Autonomous AP Processing | Advanced Services
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- 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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BOS Feature User Guide
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Accounting Partner Resources
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AI UNCHAINED Conference
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Strategic Partners
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Product Updates
Delete a Project
If you want to Delete a project, navigate to the three dots on the project and select Delete Project. You will have the option to delete only this project or this project and its future occurrences.
If you want to Delete a project, navigate to the three dots on the project and select Delete Project. You will have the option to delete only this project or this project and its future occurrences. If you only delete this occurrence it will still recur next time. Past occurrences will not be affected. If you do not have this option for a particular project, you do not have permission to delete.
If you wish for this to be the last recurrence of a project, navigate to the three dots on the project and select “End Recurrence.” This project will not recur anymore. If you do not have this option for a particular project, you do not have permission to end this project’s recurrence.