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how to create custom contracts for your bookkeeping clients firms are different so when you provide bookkeeping services you usually cant send them contracts via automation instead you can have a list of services with prices and a general contract template that is manually edited for every unique client to create Services you should go to your settings page and then the services tab there you can create as many services as you need you can either import your existing services from QuickBooks with this button copy them from our library or create completely new ones when creating new Services you get to enter the rate whether itll be taxed if its charged per item or per hour and you can also categorize the service once you have all the services you need go to your templates Tab and then into the contract sub tab this is where you can create a new contract template or copy one from our library Ill copy the bookkeeping engagement letter template for now remember that you can edit the
