Appy Hour Ecosystem Template Pack icon

Appy Hour Ecosystem Template Pack

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Download your free Appy Hour Ecosystem Template Pack to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Appy Hour Ecosystem Template Pack' templateAppy Hour Ecosystem Template PackCLIENT TASKSPlease make sure bills have been uploaded to QuickBooks1 AutomatorOnce all bills have been uploaded / confirmed in QuickBooks, mark this task completeCompletedEnter Bills into QuickBooks5 AutomatorsVerify that client has uploaded all bills — https://qbo.intuit.com/loginCompletedReview & enter all bills uploaded to QuickBooksCompletedPay Bills in Melio8 Automators

This template pack contains a collection of useful and streamlined workflows that Satterley Training & Consulting use to manage their processes.

The pack includes the following templates:

  • Monthly Accounting (with a Third Party App)
  • New Hire Onboarding (for Payroll Using ADP Run)
  • Sales Process (for a New QuickBooks Client Using Ignition)
  • Terminating Employees In Payroll (Using ADP Run)
  • Bill Pay (Using Melio)

Download the Template

Download your Appy Hour Ecosystem Template Pack template now.

Add to Karbon

Get more out of this template pack by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling