Push Chart of Accounts & Settings to New & Existing Clients in One Click

Lavesh Chattlani walks through how QuickBooks playbooks eliminate the frustration of manual setup for every new client. Pre-configure your chart of accounts, company settings, service delivery standards, and team assignments once—then deploy instantly. Watch how one playbook template saves your firm hours on every client onboarding. From the course “The AI-Powered QuickBooks Firm” (1 CPE credit, Accounting, Basic): https://www.cpetoday.com/course/the-ai-powered-quickbooks-firm Taught by Lavesh Chattlani — President at Scalene AI Inc. | AI Strategy, Enablement & Governance, Scalene AI Inc.. More from Lavesh Chattlani: https://www.cpetoday.com/instructor/lavesh-chattlani Taught by Atiba Lewis — Founder | Principal Consultant | Finance Ops Automation (QBO/QBOA) | Integrations, Reporting & AI, ATL Workflow Automation Inc.. More from Atiba Lewis: https://www.cpetoday.com/instructor/atiba-lewis CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #QuickBooks #PlaybooksForSuccess #AccountingAutomation