QuickBooks Cleanup Checklist – A Step-by-Step Guide to Fix Your Books
Messy QuickBooks files are more common than you think – but they don’t have to stay that way. Whether you’re months behind or dealing with reconciliation issues, this QuickBooks cleanup checklist will help you get your financials back on track fast.
Download Our Free Brochure →At Remote Books Online, we use this very process when helping businesses across the U.S. clean up their QuickBooks – so it’s field-tested and CPA-approved.
Explore Our QuickBooks Cleanup Services
QuickBooks Cleanup Checklist
- Backup Your Data
Always start by saving your current file. If you’re using QuickBooks Online, export key reports and bank registers. - Review the Chart of Accounts
Clean out duplicates, merge irrelevant accounts, and realign your categories to match your tax structure. - Categorize Unassigned Transactions
Go through your bank feeds and assign categories for any uncategorized income or expense items. - Reconcile All Accounts
Match each bank and credit card statement with your QuickBooks records – month by month if needed. - Fix Undeposited Funds
One of the most common issues! Make sure all sales receipts and payments are tied to actual deposits. - Correct Misapplied Payments and Vendor Balances
Check for duplicate payments, unapplied credits, and open balances that should be cleared. - Run Reports and Cross-Verify
Generate a Profit & Loss, Balance Sheet, and A/R Aging report. Look for red flags like negative balances or odd swings. - Document What You Changed
Keep a cleanup log (date, correction, reason) – it helps for tax prep and future audits.
Want Help from a Pro?
If this checklist feels overwhelming, don’t worry – our expert bookkeepers can do it for you. We offer QuickBooks cleanup services tailored for your business, whether you’re behind by 2 months or 2 years.
Get your QuickBooks back in shape – request a quote and let us clean it up fast and CPA-ready.
QuickBooks Cleanup Services Across Key ZIP Codes
- QuickBooks Cleanup in San Francisco, CA 94105
- QuickBooks Cleanup in Los Angeles, CA 90001
- QuickBooks Cleanup in Austin, TX 73301
- QuickBooks Cleanup in New York, NY 10001
- QuickBooks Cleanup in Miami, FL 33101
QuickBooks Cleanup Checklist Across States
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- Is Your QuickBooks a Mess? Here’s When to Get Professional Cleanup Help
- QuickBooks Cleanup Checklist: The Real Fix for SMBs
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Download Our Free Brochure →If you’re behind on your books, our catch-up bookkeeping services can help you get current fast—no stress, no mess.
Our QuickBooks cleanup checklist is trusted by clients in Los Angeles, CA 90001 and Dallas, TX 75201, helping them fix errors, reconcile accounts, and stay tax-ready.
