Service
QuickBooks Cleanup Service
If your QuickBooks Online file is full of uncategorized transactions, duplicate entries, and reconciliations that won't balance, I'll clean it up and hand you accurate, tax-ready books.
Starting at $750
QuickBooks Online is a powerful tool, but only when it's set up and maintained correctly. When transactions get auto-categorized to the wrong accounts, the bank feed creates duplicates, or no one has reconciled in months, the file quickly turns into a source of confusion instead of clarity. A QuickBooks cleanup service fixes the file itself: the chart of accounts, the categorization, the reconciliations, and the opening balances that everything else depends on.
I'm a QuickBooks Certified Partner with an accounting degree and more than ten years of experience untangling messy books. I'll go through your file account by account, correct the errors, reconcile every period back to your statements, and restructure the chart of accounts so your reports finally make sense. When I'm done, you'll have a clean QuickBooks Online file you can file taxes from, share with a lender, or simply trust. Everything is handled 100% remotely through QuickBooks Online and secure bank connections, with a flat quote given up front after a free assessment.
What you get
File Diagnostic Review
I go through your QuickBooks Online file to find exactly what's wrong, miscategorizations, duplicates, broken reconciliations, and bad balances.
Chart of Accounts Cleanup
I restructure a bloated or disorganized chart of accounts into something clean and logical, so your reports actually mean something.
Transaction Recategorization
Uncategorized and wrongly categorized transactions are corrected and posted to the right accounts across the cleanup period.
Duplicate & Error Fixes
Duplicate entries from bank feeds, double-counted income, and misclassified expenses found and removed or corrected.
Account Reconciliation
Every bank and credit card account reconciled period by period until your books match your statements to the penny.
Clean, Tax-Ready Reports
Corrected Profit & Loss and Balance Sheet reports you can hand to your CPA, a lender, or the IRS with confidence.
Who this is for
- +QuickBooks Online users whose file has drifted into a mess
- +Owners who inherited a file from a previous bookkeeper that doesn't add up
- +Businesses with months of unreconciled or uncategorized transactions
- +DIY QuickBooks users who set it up themselves and aren't sure it's right
- +Anyone who needs clean QuickBooks reports before taxes, a sale, or a loan
How it works
Free Assessment
I review your QuickBooks Online file to see how it's set up and what's gone wrong, categorization, reconciliations, balances, and structure.
Scope & Flat Quote
You get a clear, flat-fee quote for the cleanup based on what the file actually needs, no hourly meter running.
Cleanup & Handoff
I fix the errors, reconcile every account, and hand back a clean QuickBooks file with accurate, tax-ready reports.
Frequently Asked Questions
- How much does a QuickBooks cleanup cost?
- QuickBooks cleanup projects start at $750. The final price depends on how many months need work and how tangled the file is. After a free assessment of your QuickBooks Online file, I give you a flat quote up front, so you know the full cost before any work begins.
- How long does a QuickBooks cleanup take?
- It depends on the volume and the state of the file, but many cleanups are finished within one to three weeks. If you're up against a tax deadline, let me know and I'll prioritize the time-sensitive work.
- Do you work in QuickBooks Online or Desktop?
- I work in QuickBooks Online. As a QuickBooks Certified Partner, I do all cleanups inside your QBO file using secure bank connections. If you're on Desktop, we can talk about whether moving to QuickBooks Online makes sense as part of the project.
- What do you need from me to get started?
- Mainly access to your QuickBooks Online file and your bank and credit card statements (or read-only bank connections) for the cleanup period. After your free assessment, I'll send a short checklist so you know exactly what to share.
- What happens after my QuickBooks file is cleaned up?
- You keep a clean, reconciled, tax-ready QuickBooks Online file. Many clients then move onto monthly bookkeeping so the file stays accurate and never drifts again, but there's no obligation to.
Related services
Catch-Up & Cleanup
Behind on your books? We untangle months, or years, of messy records, fix the errors, and hand you clean, tax-ready financials. Fast.
Monthly Bookkeeping
Hand off your day-to-day books. We categorize transactions, reconcile your accounts, and deliver clean monthly financials, so you always know exactly where your business stands.
Ready to hand off your books?
Book a free 30-minute strategy call. No pressure, no commitment.
QuickBooks Certified · Based in Dumfries, VA