Bookkeeping planning tool
Invoice Workflow Checklist
Check whether your invoice, payment, receipt, deposit, and bookkeeping handoff workflow is complete.
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Use the tool
How to interpret the result
This tool is a planning aid, not bookkeeping, accounting, tax, legal, or financial advice. Use it to frame vendor questions and internal workflow requirements before speaking with a provider, bookkeeper, accountant, or tax professional.
Bookkeeping software selection depends on invoice volume, payment methods, bank feeds, receipt capture, accountant access, payroll handoff, sales tax questions, inventory, project tracking, and month-end reporting needs.
Questions to take to vendors
- What plan limits apply to invoices, users, projects, bills, and reports?
- Can a bookkeeper or accountant access the file cleanly?
- How are payments, processing fees, and deposits reconciled?
- Can data export if you switch systems later?
Documents to gather
- Bank and credit card accounts.
- Recent invoices, receipts, and payment records.
- Customer and vendor lists.
- Payroll, contractor, tax, and inventory requirements.