BrokenBooks Journal
Cleanup & Workflow
Founder notes, QuickBooks Online review guidance, cleanup workflow thinking, and practical accounting judgment from the work behind BrokenBooks.
Building BrokenBooks · QuickBooks Online Review · Cleanup & Workflow · Accounting Judgment
-
“See Attached” Is Not a Document Management System
A document can exist in four places while its explanation exists nowhere obvious. Accounting work needs the record and the reason it mattered.
-
“We’re Waiting on the Client.” The Client Answered Tuesday.
The reply is in an email, the attachment is in a message, and the task still says waiting. The firm’s status needs to catch up with the work.
-
“Closed” Doesn’t Mean Approved for Payment
Sales, operations, and accounting can read the same status three different ways. A payment task still needs a clear basis and authorization.
-
The Problem Was Never Just the Broken QuickBooks File
A messy QuickBooks Online file creates an accounting problem. A disconnected engagement process creates a second problem: the context behind the work gets scattered everywhere.
-
Why I Started Building BrokenBooks
BrokenBooks did not start as a software idea. It started with a repeated accounting workflow problem: the understanding created during a review kept getting rebuilt at every stage…
