A prepared-by-client list is the auditor's request list: the schedules, reconciliations, contracts and documents the company is expected to provide. Getting it early and working through it before fieldwork starts is the single biggest factor in how long an audit takes.

Can a company on QuickBooks Online be audited?

Yes. Auditors work with QuickBooks Online companies regularly. What matters is that balances are reconciled, transactions are supported, and the closing date is locked so prior periods do not change after the auditor has tested them.

What is the difference between an audit and a review?

A review gives limited assurance, mainly through analytical procedures and inquiry. An audit gives reasonable assurance and includes testing transactions and balances against evidence, confirming balances with third parties, and evaluating controls. Lenders and investors specify which one they require.

What do auditors usually ask for first?

The trial balance, bank reconciliations, AR and AP aging reports that tie to the ledger, fixed asset and debt schedules, and support for significant accruals and revenue. If each of these reconciles to QuickBooks before fieldwork, most follow-up questions do not arise.

Buyer's guide

Audit preparation software for QuickBooks Online, compared

Audit preparation software helps a company assemble what its CPA needs for an audit or review: reconciled balances, supporting schedules, and documents answering the auditor's request list (often called the PBC, or prepared-by-client, list). For a QuickBooks Online company, the most useful tools are the ones that tie each schedule back to the ledger so the auditor's questions can be answered from support you already have.

Be aware of who each tool is built for. Several well-known audit platforms are bought by audit firms, and a company only uses them when its auditor sends an invitation. We separate those from tools a company can buy for itself.

6 tools compared, listed alphabetically, not ranked. LedgerProof is our own app; we have tried to describe it as plainly as the others. Pricing and features checked October 2026; confirm with the vendor.

How to choose

Who buys it: company-side tools prepare your books; auditor-side tools manage the engagement and you use them as a guest.
Ledger connection: support that reconciles to the QuickBooks Online trial balance answers most questions before they are asked.
Reconciliations and flux: completed balance-sheet reconciliations and explained period-over-period changes are the core of most request lists.
Document handling: a clear place to upload and track each requested item, with status.
Repeatability: next year's audit should start from this year's support, not from scratch.

Comparison at a glance

Tool	Best for	QuickBooks Online	Starting price	Notable limit
Double (formerly Keeper)	Companies whose bookkeeper cleans up and reviews the file before audit	Yes (QuickBooks Online and Xero)	Pricing on request	Bought mainly by bookkeeping firms; not marketed as audit software
Fieldguide	CPA firms running audit and advisory engagements	No QuickBooks Online connector named on the vendor site	Pricing on request	Auditor-side; sold to audit and advisory firms
Inflo	Audit firms analyzing full general ledger data	No direct connector found; general ledger can be uploaded as a file	Pricing on request	Auditor-side; sold to audit firms
LedgerProofOur app	QuickBooks companies preparing for a review or first audit	Yes, read-only connection	$49/mo per app; 14-day free trial	Does not replace your auditor's procedures
Numeric	In-house teams wanting reconciliations and flux tied to the ledger	Yes (trial balance sync)	Pricing on request	A close tool, not an audit product; sales-led
Suralink	Exchanging request-list items with your CPA firm	No QuickBooks integration found	Pricing on request	Firm-side request portal; you use it when your auditor invites you

Pricing and features checked October 2026; confirm with the vendor.

The options in more detail

Double (formerly Keeper)

Double supports review and clean-up of QuickBooks Online files: finding uncategorized transactions, misposted entries and reconciliation gaps. That is the work that makes an audit go smoothly, though Double is a bookkeeping workflow tool rather than an audit product. It is usually bought by the bookkeeping firm; an internal finance team plan is available through sales.

Fieldguide

Fieldguide is an engagement platform for audit and advisory firms, with a client portal for requests and evidence and trial balance mapping. You will encounter it if your auditor uses it. A company does not buy it for its own preparation.

Inflo

Inflo provides audit data analytics across all transactions plus client collaboration. Like Fieldguide, it is bought by the audit firm. If your auditor uses it, expect to export a general ledger report from QuickBooks Online and upload it.

LedgerProofOur app

LedgerProof is our app. It generates review and audit workpapers from QuickBooks Online and keeps the supporting evidence traceable to the ledger, so a request can be answered from support you already have. Numeric is the closest company-side alternative for reconciliations and flux, and your bookkeeper's clean-up tool (such as Double) covers file review.

Start a 14-day free trial →How LedgerProof works →

Numeric

Numeric is close software, not audit software, but its QuickBooks-connected balance-sheet reconciliations and flux analysis are the schedules auditors ask for most. For a company that wants its year-end support to come out of the monthly close, it is the most practical company-side option here.

Suralink

Suralink is a request-list and document portal shared between accounting firms and their clients. It organizes who owes which document and tracks status, which makes the back-and-forth easier, but it does not connect to your books or produce support for you.

Which one fits

If you are preparing your own books for a review or audit, look at company-side tools: Numeric for reconciliations and flux tied to QuickBooks Online, and Double if your bookkeeper is doing a pre-audit clean-up. Suralink, Fieldguide and Inflo are worth knowing because your auditor may ask you to use them, but they are chosen by the firm, not by you.

Whatever you use, ask your auditor for the request list early and work through it against your reconciliations; LedgerProof helps by producing the workpapers and support from QuickBooks Online, but it does not replace your auditor's procedures.

Common questions

What is a PBC list?: A prepared-by-client list is the auditor's request list: the schedules, reconciliations, contracts and documents the company is expected to provide. Getting it early and working through it before fieldwork starts is the single biggest factor in how long an audit takes.
Can a company on QuickBooks Online be audited?: Yes. Auditors work with QuickBooks Online companies regularly. What matters is that balances are reconciled, transactions are supported, and the closing date is locked so prior periods do not change after the auditor has tested them.
What is the difference between an audit and a review?: A review gives limited assurance, mainly through analytical procedures and inquiry. An audit gives reasonable assurance and includes testing transactions and balances against evidence, confirming balances with third parties, and evaluating controls. Lenders and investors specify which one they require.
What do auditors usually ask for first?: The trial balance, bank reconciliations, AR and AP aging reports that tie to the ledger, fixed asset and debt schedules, and support for significant accruals and revenue. If each of these reconciles to QuickBooks before fieldwork, most follow-up questions do not arise.