Meetings (1)
Mar 18 8:03PM
Action Items (8)
Mar 18, 2026
Close February books
done · View Meeting
Mar 18, 2026
Upload February bank statements to shared drive
done · View Meeting
Mar 18, 2026
Grant QuickBooks accountant access to Speaker_2
done · View Meeting
Mar 18, 2026
Disconnect irrelevant bank connections in QuickBooks
done · View Meeting
Mar 18, 2026
Switch from Sequence to Mercury bank
done · View Meeting
Mar 18, 2026
Reconnect Navy Federal accounts in QuickBooks
done · View Meeting
Mar 18, 2026
Confirm Slack Connect access for Bryan
done · View Meeting
Mar 18, 2026
Set up monthly Slack reminder for Navy Federal reconnection
done · View Meeting