QBOAssistant logoQBOAssistantRun your business, not your books.

Accounts Payable and Receivable VAs

QuickBooks Online Customer Collection Promise-Date Log

Prepare a clear customer collection promise-date log record in QuickBooks Online, preserve the evidence checked, and route unresolved questions to the authorized reviewer.

Published | Updated August 17, 2026

QuickBooks Online Customer Collection Promise-Date Log blog thumbnail
QuickBooks Onlinecustomer collection promise-date logbookkeeping VA

Do not reset the history

Keep every revised promise beside the original date and amount, then record the payment or unapplied-cash evidence checked afterward. A promise log supports a focused follow-up queue; it does not establish collectibility or approve a credit decision.

QuickBooks VA workflow table

Workflow areaWhat the VA prepares
Daily queueInvoices, receipts, bank feeds, and open QuickBooks questions
Weekly reviewOwner approvals, exception list, and unresolved transaction notes
Monthly packetReports, 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.

FAQ

What does this record produce?

It produces a dated scope, evidence notes, open questions, and a named next reviewer.

Does this guide approve an accounting or payroll decision?

No. A VA can prepare the record and queue. The authorized owner, accountant, or payroll professional makes the final decision.

Keep reading

Related QuickBooks VA guides

Browse blog