Research & workflow notes
Workflow research notes, source material, and questions to help shape accountable QuickBooks support.
2026-08-09
The BLS projects about 170,000 annual openings for bookkeeping, accounting, and auditing clerks over the 2024-34 decade despite an overall decline in employment. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
The BLS lists a $49,210 median annual wage for bookkeeping, accounting, and auditing clerks in May 2024, useful context for workflow and capacity discussions. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
IRS Publication 583 lists acquisition, cost, improvements, depreciation, use, and disposition details as records that may support business assets. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
IRS Publication 583 describes a separate business checking account as a practical starting point for tracking business income and expenses. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
IRS Publication 583 says business transactions are generally best recorded daily, creating a clear preparation queue for a QBO assistant. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
IRS Publication 583 says computerized records should reconcile with the books and return and preserve enough detail to identify source documents. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
IRS Publication 583 includes information returns among the federal tax responsibilities that a recordkeeping system should help organize. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
IRS Publication 583 identifies employment taxes as a distinct recordkeeping area that needs a documented source and review path. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
IRS Publication 583 identifies supporting documents such as invoices, receipts, deposit slips, and paid bills as evidence behind recorded transactions. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
The SBA describes the balance sheet as the foundation for managing finances and a snapshot of assets, liabilities, and equity. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
The SBA connects financial statements and cash-flow projections with practical small-business finance management. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-09
The SBA points owners to profit and loss alongside bookkeeping records, balance sheets, and cash flow when managing business finances. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
The IRS third-quarter calendar lists August 17 for monthly deposits of July payroll taxes, giving owners a dated review checkpoint. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
The IRS third-quarter calendar lists August 19 for semiweekly deposits covering August 12-14 payroll payments. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
The IRS third-quarter calendar lists August 21 for semiweekly deposits covering August 15-18 payroll payments. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
The IRS third-quarter calendar lists August 26 for semiweekly deposits covering August 19-21 payroll payments. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
The IRS third-quarter calendar lists August 28 for semiweekly deposits covering August 22-25 payroll payments. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
The IRS third-quarter calendar lists August 31 for Form 730 and Form 2290 actions tied to July activity. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
IRS guidance says wages are reported in the quarter paid, so a QBO support packet should distinguish pay date from pay-period end date. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
The IRS third-quarter calendar lists September 10 for August tip reports and a payroll deposit checkpoint. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
The IRS third-quarter calendar lists September 11 for semiweekly deposits covering September 5-8 payroll payments. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
The IRS third-quarter calendar lists September 2 for semiweekly deposits covering August 26-28 payroll payments. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-08
The IRS third-quarter calendar lists September 4 for semiweekly deposits covering August 29-September 1 payroll payments. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-07
The IRS third-quarter calendar lists August 10 as the Form 941 filing date when required second-quarter deposits were made on time. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
