SETUP WORKFLOWS

Onboarding Overview
Before running your first period consolidation, these are the basic steps to complete as part of your one-time setup; COMPANY MAPPING connect each of ...
Fri, 1 Nov, 2024 at 5:05 PM
Company Mapping Workflow
BEFORE GOING ANY FURTHER - IT IS IMPORTANT YOU UNDERSTAND WHAT WE MEAN BY 'PARENT' AND 'SUBSIDIARY' COMPANIES...most multi-entity businesses...
Fri, 1 Nov, 2024 at 5:06 PM
Mapping Your Chart-of-Accounts
The objective of this work flow is to map the chart-of-accounts (COA) for each subsidiary to your parent company COA. Our approach steps you through each su...
Mon, 5 Sep, 2022 at 3:09 PM
Opening Balance Sheet (Optional)
Use this workflow to consolidate your opening balance sheet in your parent QBO Company if you desire to have consolidated financials beginning in a period o...
Sun, 3 Nov, 2024 at 10:45 AM