Smart Bean Inc | Operations

Operations
Client Termination Process - 2022
Client requests termination from SmartBean® team member. Team member notifies head of sales (current head of sales: Lisa Nguyen) Head of sales notifies appropriate SBI Team Member to initiate Termination Process SBI Team Member sends the client the ...

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Adding SmartBean® as an Accountant
Note: You need to be an admin or another accountant user to invite or remove accountants. Add or invite SmartBean® Login to your QuickBooks. Select the Gear icon at the top, then choose Manage users. Go to Accounting firms tab. Invite SmartBean® If ...
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Client Termination Process - 2022
Client requests termination from SmartBean® team member. Team member notifies head of sales (current head of sales: Lisa Nguyen) Head of sales notifies appropriate SBI Team Member to initiate Termination Process SBI Team Member sends the client the ...

Smart Bean Inc | Operations | Knowledge Base