Help! Looking for Documents

[Karen Mitchell]

Hello Dear VA's,

I was hoping someone could tell me how to find the document library? I read about it on this forum and now I cant seem to refind the post.

My potential client is requesting: bank and merchant statements be reconcilled, expense coding for puchases, and research payments that are outstanding (collections) - back to January! They currently use PayPal and QB's. I am trying to come up with a list of supporting docs I will need the client to send me. I'm tempted to say toss it all in a box and send - but then who know what I may find at my door step!

Since this may be my first client I also wanted to look at other docs available. Like a new client check list....

Thanks!
Karen Mitchell
Business2Business

[Rebecka Melson]

The Document Library is a sub-forum of Contracts, Legalese and Taxes.

[Karen Mitchell]

Thank you! I'm on my way...

Karen Mitchell
Business 2 Business

[Cheryl R]

thank you! I also have been looking all over for it and using "search". perhaps it should have its own Section