During your implementation period, you will receive one-to-one training for how to process your billing and payroll.

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 Online, your checklist is here.

If you have QuickBooks Desktop, your checklist is here.