Posts by cbarlow

How to Prepare for paychecks and Commission checks Time to finish lesson –  30 -45 minutes You will learn: Tracking Paychecks requires access to: On the first and third Mondays of each month is the time for tracking paychecks.  The first Monday will track the previous month’s final two weeks. The third Monday will track…

How to Create and Send Invoices – Existing ClientsCollect billable time, add it to an invoice, and export it to QBO.  Time to finish lesson – 1 hours You will learn: Tracking invoices requires access to: Go to Google Drive > JamboJon > Office > Admin > Quickbooks > Receivables and Invoicing {Year} For example,…

How to Create and Send Invoices – New Clients Time to finish lesson – 1-1.5 hours You will learn: Tracking invoices requires access to: After a client’s agreement has been prepared you can create invoices for the duration of their project. We create all of their invoices in advance, during on boarding, if its a…

DIRECT DEPOSIT AUTHORIZATION  Please print and complete ALL the information below.   Name: ____________________________________________________________  Address: ____________________________________________________________  City, State, Zip: ____________________________________________________________  Name of Bank: ____________________________________________________________  Account #: ____________________________________________________________  9-Digit Routing #: ____________________________________________________________  Amount: ◻ $ ____________ ◻ ___________% or ◻ Entire Paycheck Type of Account: ◻ Checking ◻ Savings (Check One) Attach a voided check for each…

Update the Notebooks in TeamWork Project Resources Notebook Project Scope Notebook Add these Links in TeamWork Project

In Details window: In Budget Window: In Add People Window: In Choose What to Carry Over Window: In Advanced OptionsWindow: Add Client’s contact information to the Client Account

Duplicate: Google Drive Master Folder The folder should contain:Originals -> Give access to the customer.– Logos– Headshots– Stock Photos– Original Photos-Other Uploads– Working Files– Messaging Workbook– Client Homework– Content Recipe– XD File– Old site Screenshots ProgrammerWriterDesignerProject Manager