United Notary Association of America

Using Quickbooks to keep your Signing Agent Records:

Quickbooks and Quicken Home and Business are both versions of Intuit bookkeeping software that are adequate to keep all of your records.

As an overview, these software can track your invoices, accounts receivable, past due invoices, accounts payable, client list, checking, and savings.

You can pull reports at any time to see how many signings you have done year-to-date, average fees per signing, amount of overnight package signings and e-doc signings you have done as well as mileage year-to-date. Some of you are in a state that limits the amount you may charge per notarization, per signature, also possibly dependent on the type of notarization such as acknowledgement or jurat/affirmation.

For those who would like to start using one of these versions of QB, I will start out in steps of how to set it up. Watch for articles detailing each step of the process.

Next: Watch for Setting up Chart of Accounts