When to use it
- You are starting a catch-up or cleanup project.
- The client is behind and documents are scattered.
- You need the first request to be clear enough to unblock work.
QuickBooks cleanup document checklist
Use this to start cleanup work with the right statements, payroll notes, loan details, and owner answers.
How to use it
- Split the request by account type.
- Ask for the highest-value documents first.
- Mark unavailable items instead of waiting silently.
- Pause blocked sections when needed.
Free copy-ready preview
Subject: Documents needed to start the cleanup
Hi [Client First Name],
To start the cleanup, please send what you have from the list below. If something is not available, mark it as missing and I will note it.
Bank and card statements:
- [Account 1, months needed]
- [Account 2, months needed]
Payroll or contractor notes:
- [Items needed]
Open questions:
- [Question 1]
- [Question 2]
If the full list is too much at once, send the bank and card statements first. Those usually unblock the biggest part of the cleanup.
Best,
[Your Name]
Want the full editable set?
The $49 Client Document Chase Kit includes request emails, reminder sequences, a cleanup kickoff message, client portal reminder, pause-work boundary note, missing-document tracker CSV, and use guide.