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Separate dispute age from balance age
Age the unresolved question from the last substantive response, while retaining the invoice or bill age for reporting context. This distinguishes a new disagreement on an old invoice from a dispute that has received no response. Route write-off, credit, payment, and collection decisions to the authorized reviewer.
QuickBooks VA workflow table
| Workflow area | What the VA prepares |
|---|---|
| Daily queue | Invoices, receipts, bank feeds, and open QuickBooks questions |
| Weekly review | Owner approvals, exception list, and unresolved transaction notes |
| Monthly packet | Reports, missing documents, and accountant-ready source material |
Related resources
Compare the service fit on the QuickBooks VA services page, then use the free consultation form to map the first handoff. For platform context, review QuickBooks Online.