Accounts Receivable Best Practices

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QuickBooks Audit Checklist

Complete this quick checklist to ensure your QuickBooks are in order. 

Access the Checklist here.

ACH Authorization Form

In order to automatically pull funds from a client’s bank account or credit card you should have a signed authorization from your client. This form has all the information you need to withdraw the funds, plus when signed by your client, gives you authorization. We use this form for clients who don’t want to bother paying bills or who are slow pays in order to assure our work is being paid for as agreed. Make sure you keep the form in a secure location so the confidential information is safe.

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Expense Report Template

We see a variety of expense reports. This form is easy to fill out and contains the information you need to efficiently process a payment to an employee.

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Obtain a W-9 from each person you paid more than $600 a year for services or rents so you have the information you need to prepare a 1099. Obtain this form from individuals or LLCs for accounting, legal, housekeeping, marketing, or other services. You need not collect this form when you purchase merchandise, pay for utilities, or when purchasing anything from non-profits or corporations (unless it is your attorney).

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BudgetEase Protocol for Vendor Changes

To protect our clients from fraud, BudgetEase will not make changes to a vendor's address or bank information without written and verbal permissions from our client.

Access the protocol here