Reconcile the end-date handoff
Compare approved termination date, last pay period, final time or expense input, benefit instruction, and source owner. Flag conflicting dates rather than choosing one. Payroll or the employer’s designated professional decides final-pay treatment and required notices.
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.