Bookkeeper QuickBooks ProAdvisorA time for the open month
One month, one statement, and a conversation about whether the work is the close.
Or send the monthPick a time that still works
Bring one month that does not yet match the bank, or say how long it has been since one did. The calendar opens when you ask for it. Before that tap, the frame is only a blank box.
If you would rather talk first, the phone number in the footer reaches the same practice. The calendar note is for the month, not for a login. Shared access waits until the engagement letter names it, after both sides sign.
What the call is for
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The call is a look at the request, not an engagement. We will say whether you are asking for a bank match, for payroll setup, for a return, or for a signature we do not provide. If it is the signature, the call ends with that sentence and a suggestion to take the request to a firm that signs.
If it is the month, we will say what we need next. Usually that is the statement and the register for the same date. Sometimes it is the list of checks that never came back. Sometimes it is the name of the payroll provider you already run, so we know setup from payday.
You can arrive with a lender's letter instead of a statement. We will read the noun in the letter. Statements and a year that ties are one request. The signed reports are a separate request.
What to have nearby
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The most recent bank statement you can find. The name of the software, if the books already live in one. The month you last remember agreeing to the bank, even if the memory is vague. A sentence about whether anyone is paid through a payroll provider.
A polished download is unnecessary. A slideshow is unnecessary. An apology for the gap is unnecessary. The gap is the reason the calendar exists.
If the calendar does not open, the form on the home page takes the same sentence and the same phone number. Write the month in the box. We will answer that note.