During your implementation period, you will receive one-to-one training for how to process your billing and payroll and export the files to your QuickBooks account. Because you won't be doing this every day, or maybe even every week, you might forget a step or two. This checklist will help you remember the steps and the correct order for completing them to ensure that things run smoothly.

If you have QuickBooks Desktop, your checklist is here.

If you want a checklist, but you don't export to QuickBooks, click here for your checklist.