UNFRET — BOOKKEEPER HANDOFF WORKSHEET
For QuickBooks Online records. Keep your completed copy privately.
Guide: https://www.useunfret.com/guides/switch-bookkeepers-checklist

Business:
Cutoff period:
Current provider's remaining work:
Receiving provider's agreed scope:
Next update date:

For each item record: requested / received / reviewed / not applicable,
record location, responsible person, next action, and agreed date.

[ ] Company access and subscription responsibility
[ ] Last completed period and unfinished periods
[ ] Trial balance, general ledger, profit and loss, balance sheet
[ ] Bank/card statements and reconciliation reports
[ ] Open invoices, bills, and other open items
[ ] Supporting receipts, attachments, and loan records
[ ] Payroll/sales-tax records and separate filing responsibilities
[ ] Unresolved questions and pending adjustments
[ ] Connected services and recurring work

MISSING-ITEM LOG — repeat this block as needed
Item:
Why it matters:
Next action:
Responsible person:
Agreed date:
Record received:
Reviewed by / outcome:

COMPLETION REVIEW WITH THE RECEIVING BOOKKEEPER
[ ] Records accessible and delivered files readable
[ ] Cutoff and scope understood
[ ] Starting position reviewed; differences identified
[ ] Outstanding items assigned
[ ] Next deliverables and update date agreed
[ ] Old access reviewed after agreed work and transfer are complete

Do not enter passwords. A reports export is not a complete restorable backup.
Confirm which records and services apply to your business with your providers.