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Proposals in the Bookkeeper360 App

How to find your proposal in the Bookkeeper360 App

Nicholas Mitchell avatar
Written by Nicholas Mitchell
Updated over a year ago

If you signed your proposal after March 15th, 2022, you can easily find your signed proposal in our File Manager.

If you signed your proposal before March 15th, 2022, or cannot see your proposal, please contact : support@bookkeeper360.com and one will be sent to you.

How do I find my proposals?

  1. Click "Account Management" on the left-hand side navigation bar

  2. Click "File Manager" on the drop down that appears

    3. You will see several folders, click "Onboarding", and inside that folder you should see your proposal. You can download the proposal for your records.

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