Offlico checklist
Sole trader bookkeeping app checklist
Use this one page review before choosing or setting up a bookkeeping app.
Record checks
- Income, invoice, payment method, and paid status are linked.
- Receipt, supplier, category, amount, and business reason are captured.
- Mileage or vehicle costs connect to a client, route, or booking.
- Refunds, deposits, cash, card payments, and bank transfers are reviewed weekly.
- Accountant export or software handoff works without rewriting the week.
Final test
Can you explain what happened, why it was business related, which job caused it, and what still needs action?