Get the figures for QuickBooks

Q-Team gives you a worksheet for manual entry. It does not post to QuickBooks, track payments or match them to bills.

Check the worksheet

Open an invoice in All invoices. Find QuickBooks worksheet and check the number, date, job, description and amounts against the issued invoice.

If the page asks for a work description, enter wording you can support. In Evidence reference, say where that wording came from. This does not change the priced work or rewrite the issued files.

If the invoice changes, check the description again. An earlier review may no longer apply.

Practice only

Download and compare. Do not enter these bills in live QuickBooks. Tell Ben and Bill which fields you would copy and what is missing.

Invoice tracker

Use the tracker download if offered. Check what each status means: prepared, signed, sent and entered in accounting are different facts. A tracker row does not prove payment.