Accounting Software Cleanup Checklist Form
Review and track the completion of accounting software cleanup tasks efficiently.
Cleanup Scope
*
Please Select
Full System Cleanup
Partial/Module-Specific Cleanup
Year-End Cleanup
Custom Scope
Accounting Software / Environment
*
Please Select
QuickBooks Online
QuickBooks Desktop
Xero
Sage
Other
Cleanup Tasks to Review
*
Remove duplicate transactions
Reconcile bank and credit card accounts
Update chart of accounts
Clear unapplied payments/credits
Review open invoices/bills
Other
Current Data Issues Identified
Reconciliation Status
*
Fully Reconciled
Partially Reconciled
Not Reconciled
Backup/Export Confirmation
*
Backup/Export Completed
Backup/Export Pending
Not Applicable
Priority Level
*
High
Medium
Low
Due Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Owner / Assignee
*
Additional Notes or Comments
Submit Checklist
Should be Empty: