1

Client notes

  • Open the Client Notes and review in order to refresh your memory of what is “special” about this client and what their expectations are.

  • Make sure you update them each time you learn something new OR the client’s expectations change.

  • If adding to the Client Notes, remember to update the WORKABLE file and save it as a PDF. Full instructions in HarQuin Team Resources.

  • When entering a password from the Client Notes, copy directly from the PDF and paste to the bank website. If you manually type it in, you run the risk of human-error and could get locked out of the bank all together. Also, if a password for a bank doesn’t work, only try twice. After two times, email the client for assistance. If you do it more than twice you will get locked out of the bank.


2

Opening QuickBooks

  • Open the client’s QuickBooks File by going to Q:\Client Name\QuickBooks\Company File.

  • Double click the green icon or you can identify by its file type .qbw .


3

Cloud Security

  • Do not download anything on the cloud without receiving prior authorization from Jason.

  • Log off of the cloud with you are done for the day. Do not just push the blue X.

  • Never create a new file in the Q: Clients drive as if you do, or save anything there, it will be visible to all clients and users. If you need to add a folder, email admin@harquinbookkeeping.com.

  • Hightail – This is the platform that our clients send us data securely. The password information is included in HarQuin Team Resources. When you receive data from a client, save it in their File Cabinet.

  • Join.me - Do not use this software on the cloud. Only use it on your personal desktop computer.