Workflow Templates

Getting started doesn't need to be hard work.
Browse our growing collection of workflow templates and import them straight into your workspace.

FreshBooks

Use this step by step task list to create your FreshBooks Accountant account.

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FreshBooks

Use this workflow for closing out your clients' books at the end of the financial year so that nothing gets missed.

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FreshBooks

Use this workflow to complete the bookkeeping and provide timely, accurate reporting and useful data for your clients.

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Amy McLaughry

A simple workflow template for pulling monthly bank statements from Paypal.

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Melanie Schroeder

A simple workflow with an automated email to request bank statements from clients each month.

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Pixie

A simple workflow for monthly bookkeeping services in the UK.

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Pixie

A simple get-started-fast bookkeeping workflow template for firms in the USA.

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Kellie Parks

A great starter pack to streamline your workflow. Workflows include cash coding bookkeeping, full bookkeeping cycle with AR/AP and Period end file review.

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