Research & workflow notes
Workflow research notes, source material, and questions to help shape accountable QuickBooks support.
2026-08-03
The IRS lists a 72.5-cent business mileage rate for miles driven from January 1 through June 30, 2026. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The IRS lists a 76-cent business mileage rate for miles driven from July 1 through December 31, 2026. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The SBA describes bookkeeping and financial statements as tools for understanding business finances and making decisions. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
How a VA can organize QBO records so income and expenses remain easy to understand. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The SBA announced in July 2026 that borrowers may combine 7(a) and 504 loans for up to $10 million in SBA-backed financing. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The SBA describes microloans of up to $50,000, with an average loan around $13,000. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
The IRS says an estimated-tax due date moves to the next business day when it falls on a Saturday, Sunday, or legal holiday. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
What the BLS outlook suggests about the shift from routine entry toward review and operational support. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-08-03
How a VA can move from repetitive entry toward exception review, documentation, and owner communication. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
A better packet combines reports, source documents, unusual items, and open questions in one place. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
AP and AR queues repeat weekly, which makes them strong candidates for assistant preparation and owner approval. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
The VA can organize bank-feed issues and missing details while reconciliation sign-off follows the review process. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
Daily bank-feed, invoice, receipt, and transaction queues create the clearest first assistant handoff. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
Contractor support should focus on collecting facts and reports, not making legal or tax classifications. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
Online sellers need help organizing processor reports, deposits, and source documents before review. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
Approved reminders and escalation rules help a VA keep collections activity consistent without improvising. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
A VA-prepared close packet turns month-end into a visible checklist rather than a scramble. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
A predictable review cadence keeps delegated QuickBooks work visible and prevents scattered question threads. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
Payroll support VAs are strongest when they collect inputs, organize exceptions, and prepare review packets. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
Cleanup demand is driven by uncertainty: owners need the backlog inventoried before a reviewer can make final decisions. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
The strongest onboarding assets are task lists, access notes, approval rules, templates, and review times. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
Access should match the task list. Broad permissions create unnecessary risk for operational VA work. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
Small business owners search for QuickBooks VA help when bookkeeping work starts taking time away from customers, delivery, and sales. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
2026-07-06
Grouped questions, fewer surprises, and repeatable reports are better signals than activity volume alone. This research article translates that demand into a practical assistant workflow for QBOAssistant readers.
