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FAQs
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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
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- 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
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Product Updates & Release Notes
What is my client’s service start date?
Entity service start dates depend on when the entity is deployed within the scoping tool.
Entity Service Start Dates depend on when the entity is deployed within the scoping tool
- Entities deployed between the 1st and 15th of the month will have a start date of the current month.*
- Entities deployed after the 15th of the month will have a start date of the 1st of the following month.*
- For example, an entity deployed June 3rd, will have a June 1st service start date. An entity deployed June 16th will have a July 1st service start date.*
* If an entity includes a migration or clean-up work in their scope, this might impact the above-stated service start dates. Please work with your account team to determine if your entity's start date will be affected by these scoped service offerings.