All Collections
Account Settings
Proposals in the Bookkeeper360 App
Proposals in the Bookkeeper360 App

How to find your proposal in the Bookkeeper360 App

Ciara Minion avatar
Written by Ciara Minion
Updated over a week 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.

Did this answer your question?