QuickBooks help & cleanup
A messy QuickBooks file, untangled.
Duplicates, wrong categories, accounts that won’t reconcile — I’ll clean it up, fix the setup, and show you how to keep it that way.
We don’t prepare taxes — we hand your CPA clean, tax-ready books.
Is this you?
QuickBooks is only as good as what goes into it. A cleanup gives you a fresh, trustworthy starting point.
- Your bank balance in QuickBooks doesn’t match reality
- “Uncategorized” or “Ask My Accountant” keeps growing
- You see duplicate transactions from bank feeds
- Old invoices show as unpaid even though customers paid
- You don’t trust the reports QuickBooks gives you
What’s included
A full cleanup, start to finish
File review
A diagnosis of what’s wrong and a clear quote before any work starts.
Chart of accounts
A clean, simple account structure that fits your business.
Transaction cleanup
Miscategorized items corrected and duplicates removed.
Reconciliation catch-up
Every account reconciled back to a trusted starting point.
Receivables & payables
Open invoices and bills that don’t belong there resolved.
Setup & training
Bank rules and a simple routine so the file stays clean.
How it works
1
Free review
We talk through the problems you’re seeing and I look at the file.
2
Fixed quote
A clear scope and price for the cleanup — no open-ended billing.
3
Clean books
A trustworthy file, plus ongoing bookkeeping if you’d like.
Common questions
How long does a cleanup take?
It depends on how many months need work and how many accounts are involved. You’ll get a timeline with your quote.
Do you work with QuickBooks Desktop?
Most cleanups are in QuickBooks Online. If you’re on Desktop, mention it during your consult and we’ll talk through options.
Will my CPA need to redo anything?
The goal is the opposite: books your CPA can rely on. I’ll document major corrections so they can see what changed.
Can you just help with one QuickBooks question?
Yes. Smaller QuickBooks help — setup questions, a stubborn reconciliation, report setup — is available too.
Free consultation
Get a QuickBooks cleanup quote.
Tell me what’s going wrong in your file. I’ll get back to you within one business day to set up a free review.