Preserve the old method
Keep the prior payment method, request source, independent verification, verifier, approval, and effective date in the change record. Flag urgent requests, changed contacts, or conflicting vendor data. An authorized person decides whether to update the vendor or release payment.
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.
