Office Administration/Accounting

Starting Remote Access Session with Client
Instead of using TeamViewer we use Techinline Expert. You can install from: Z:\DS1 Helpdesk\Techinline Expert Setup.exe 1) Start Application 2) Sel...
Thu, 17 Oct, 2019 at 3:55 PM
DS1 Design MS Word Template
DS1 Design MS Word Template (Attached)
Thu, 17 Oct, 2019 at 3:50 PM
Sales Process
INTRO. "My name is {Name}. I am the account manager for DS1 Design - a local digital marketing company, partnered with Georgian College and loo...
Thu, 17 Oct, 2019 at 3:50 PM
Send Customer Statements (Quickbooks Online)
Go to Reports -> My Custom Reports. Run Customer Open Balance Detail Report. Customize/Filter by Customer E-mail or Print to PDF and E-mail.
Thu, 17 Oct, 2019 at 3:50 PM
Connect Mac to Z:\ Drive
1. Setup user account on Windows server. 2. On Mac desktop, open Finder, then "Go" -> "Connect to Server" 3. smb://
Fri, 29 Sep, 2017 at 12:33 PM
New Sub-Contractor On-Boarding Plan
E-mail (All other info. will be sent to this account): AGh8Cqpa Setup Instructions:
Wed, 17 Oct, 2018 at 2:58 PM
Client Intake Form
This form can be sent to new clients to request all relevant hosting, domain and Wordpress information.
Fri, 10 May, 2019 at 11:08 AM
Quickbooks Monthly Processes
1. Time Activity by Employee Detail ->Reports - 2x per month (filter dates: 15, 31) - Record # of hours and then make a new bill for each sub-contract...
Tue, 4 Aug, 2020 at 11:18 AM