Client Pre-Setup Checklist

October 13, 2019

To ensure a quick and efficient setup process, gather this information before you start setup. 

You can work with your client to complete the checklist, or send it to them to complete.

The document has 3 sections:

  • General Settings (pages 1-2)
  • Accounts Payable (page 3)
  • Accounts Receivable (Pages 4-5) with an AR invoice template (page 6) that the firm can use to help get clients started.

Remove the AR section before sending to clients if you will not be offering AR services to your clients.  Customize the document with your logo if you wish.

Ready to download? Look for the three dots:  and click. 

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Reference Guide- Accounts Receivable
Reference Guide- Accounts Receivable

A reference guide that walks through setup/preferences, vendor management, invoice, and payment management ...

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