Organize QuickBooks Transactions with a Daily Checklist

One way to keep track of when information was entered into QuickBooks and who made the entries is to require all QuickBooks users to fill out a checklist whenever they enter information. Keep all the checklists in a binder or file folder so you can refer to them when you need to trace the origin of a transaction.

Here's a sample of a checklist for tracking QuickBooks activities:

Daily Checklist of QuickBooks Activities

Date: _______________



Quantity Entered

Reference Numbers



Payments received


Cash sales


Bills received


Shipments received


Purchase orders issued


Payments made


Estimates issued


Time on jobs


New customers


New vendors


Other (describe below)


Show Me. QuickBooks 2006
Show Me QuickBooks 2006
ISBN: 0789735229
EAN: 2147483647
Year: 2005
Pages: 328
Authors: Gail Perry © 2008-2017.
If you may any questions please contact us: