QuickBooks cleanup services

QuickBooks Cleanup Services and Fresh Setup

If your QuickBooks file is a mess of duplicates, uncategorized transactions, and balances that do not match reality, we fix it. And if you are starting fresh, our QuickBooks setup for small business gets it right the first time.

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Turn a Messy File Into a Reliable One

We review your QuickBooks file, find the errors, and correct them: duplicate entries, miscoded transactions, unreconciled accounts, and a chart of accounts that has grown out of control.

When we are done, your balances match your real accounts and your reports finally tell the truth about your business.

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What cleanup includes

  • Full review of your existing QuickBooks file
  • Reconciling accounts to actual statements
  • Removing duplicate and error entries
  • Rebuilding a clean chart of accounts
  • Correcting opening balances
  • A written summary of what was fixed

Setup for small business

  • Chart of accounts built for your industry
  • Bank and card feeds connected
  • Sales tax and payroll settings configured
  • Training so your team is comfortable

Set Up Right, or Reset the Right Way

New to QuickBooks? We set up your chart of accounts, connect your bank feeds, and configure the file around how your business actually runs.

Already on QuickBooks but unsure it is correct? We audit the file and either clean it up or rebuild it properly.

Common questions

Answers Before You Ask

Do you work in QuickBooks Online or Desktop?

We focus on QuickBooks Online, which fits virtual bookkeeping best. We can advise on moving from Desktop if needed.

How long does a cleanup take?

Most cleanups take one to three weeks depending on how many months and accounts are involved. We give you a timeline with your quote.

Can you set up QuickBooks from scratch for a new business?

Yes. QuickBooks setup for small business is one of our most common requests, and we tailor the file to your industry.

Ready to Hand Off Your Books?

Book a free consultation and we will tell you exactly where your books stand and what it takes to get them clean.

Book a free consultation