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A Course In ClickUp for Accountants and Bookkeepers

A Course In ClickUp

In this 4 part series you will learn everything you need to know to get started and way beyond in using ClickUp for your accounting or bookkeeping practice.

A Course in ClickUp will prove to have it's benefits for other businesses as well!

This is NOT theory. It will be the practical application of the steps you need to get extreme clarity on how to set up and use ClickUp to manage everything you have to do. 


The first goal of what you hope to accomplish with a product like ClickUp is singular, and simple.


Reduce Stress


Lesson 1 - Setup And Structure For An Accounting or Bookkeeping Service

Learn step by step how to set up the basic structure for an accounting or bookkeeping service


Get the structure:

Structure - Spaces, Folders, Lists, and Statuses


Setup 3 engagement types:

  • Cleanup Work
  • Bookkeeping
  • Tax engagement


Setup your Statuses:

  • INBOX (CAPTURE) - change from the default, To Do.
  • WIP


In the video I am going to show you a really slick way to take a list like this and set up all of the tasks in seconds in ClickUp!

  • Open QuickBooks Online
    • Duplicate the tab 3 times (or more)
    • Run the Balance Sheet YTD by month in one tab
    • Run the Profit and Loss YTD by Month in one tab
    • Keep these tabs open and refresh them as you make updates to the books.
  • Banking and Bank Feeds
    • All Bank Accounts
    • All Credit Card Accounts
  • Accounts Receivable
  • Inventory
  • Undeposited Funds
  • Fixed Assets
  • Accounts Payable
  • Sales Tax Payable
  • Loans Payable
  • Equity
  • Revenues
  • Expenses



You will learn how to take the engagements you set up and turn them into templates, saving you a ton of time when you have to setup future engagements.


Lesson 2 - Managing Your Engagement in ClickUp

  • Managing Your Engagement in ClickUp 2
    • Now What? 
    • Bring Emails into ClickUp
      • Chrome Extension
      • Email To A List
    • Managing the Bigger Picture
      • Tag each task with the client name
      • Add Automations
      • The Everything View
      • Everything - Table View
      • Filter By Location
  • The Everything Board
  • Capture, Clarify, Organize, Reflect, and Engage
    • Capture
      • Our brains are stupid!
      • Set Your Statuses
      • The Views
    • Clarify, Organize, & Reflect
      • The Process
        • Daily
        • Weekly
  • Imagine?
    • Reference
    • The Apps


Lesson 3 - Documents, CRM, and The Customer List


  • This just in!
    • Home Area
  • ClickUp Documents
    • Client Notebooks
    • Meeting Agendas / Notes
  • Attaching Other Documents
  • My CRM
    • Custom Statuses
    • Custom Fields
    • Customize the List View
  • The Customer List
  • Conclusions for Lesson 3


Lesson 4 - Automation and Shortcuts

  • Automation and Shortcuts
    • Lets Build Something
    • Due Dates
    • Assignees
    • Email
    • ClickUp Forms
    • Zapier
    • Shortcuts