QBO File Catch-up & Clean-up Spreadsheet Workflow - Revised February 2025
Mapping out the key tasks and communications for a catch-up or clean-up of QBO files is hard! This multi-tab spreadsheet makes capturing all the steps and stages of doing the work easier in hot mess files. Multiple tabs keep you organized, including the overall task list, client info requests and notes, reporting and closing, statement and GL verification, and templated communication copy.
Mapping out the key tasks and communications for a catch-up or clean-up of QBO files is hard! This multi-tab spreadsheet makes capturing all the steps and stages of doing the work easier in hot mess files. Multiple tabs keep you organized, including the overall task list, client info requests and notes, reporting and closing, statement and GL verification, and templated communication copy.
Mapping out the key tasks and communications for a catch-up or clean-up of QBO files is hard! This multi-tab spreadsheet makes capturing all the steps and stages of doing the work easier in hot mess files. Multiple tabs keep you organized, including the overall task list, client info requests and notes, reporting and closing, statement and GL verification, and templated communication copy.