QuickBooks Bookkeeping Cleanup: What’s Included and How Long It Takes
QuickBooks is powerful, but it’s not error-proof. If your books are a mess-even in QuickBooks-you’re not alone.
Whether it’s duplicate entries, unreconciled accounts, or a chart of accounts gone rogue, QuickBooks cleanup is the step that transforms your system from confusing to compliant.
This blog covers what’s included in a proper QuickBooks cleanup, how long it takes, and how RemoteBooksOnline handles the process quickly, accurately, and CPA-approved.
Signs You Need QuickBooks Cleanup
Here’s how to know your QuickBooks file needs help:
- Your profit & loss doesn’t match your bank statement
- You see accounts like “Uncategorized Income” or “Ask My Accountant”
- You’ve never reconciled accounts
- You’re getting errors when running reports
- Your CPA charges you extra every year to “fix” your file
You don’t need a new system. You need a QuickBooks cleanup and a team that knows how to do it right.
What’s Included in QuickBooks Cleanup
At RemoteBooksOnline, our cleanup process includes:
- Reviewing and fixing your chart of accounts
- Correcting duplicate or misclassified transactions
- Reconciling bank and credit card accounts
- Removing ghost entries, voids, or errors
- Matching your books to actual balances
- Generating clean reports ready for taxes or funding
- CPA review and sign-off
We also include catch-up bookkeeping if you’re behind-so we don’t just fix the file, we update it too.
Real Use Case: Contractor With 2 Years of Messy QuickBooks
Victor, a contractor in Nevada, had been using QuickBooks Online for 2 years-without ever reconciling a single account.
The problems:
- Client deposits were recorded twice
- Vendor payments were posted as income
- $40K in expenses were stuck in “Ask My Accountant”
- His tax filings were based on incorrect numbers
RemoteBooksOnline stepped in:
- Cleaned and restructured his chart of accounts
- Reconciled all accounts back 24 months
- Categorized expenses correctly
- Delivered CPA-ready reports in under 3 weeks
Result: $7,800 saved in tax overpayments-and no IRS audit.
How Long Does QuickBooks Cleanup Take?
Depends on how messy things are, but typically:
| Scope | Timeframe |
|---|---|
| 3-6 months behind | 5-10 business days |
| 12-24 months behind | 2-3 weeks |
| Multi-year or multi-entity | 3-5 weeks |
Need to file taxes fast? Let us know. We’ll prioritize accordingly.
What Happens After Cleanup?
Once your QuickBooks file is clean, we transition you to monthly bookkeeping to keep it that way.
You’ll receive:
- Monthly reconciliations
- CPA-reviewed P&L and balance sheets
- Ongoing support and reporting
- Stress-free tax seasons
No more late nights in QuickBooks. Ever.
FAQs
Can you fix QuickBooks Desktop too?
Yes-we support both QuickBooks Online and Desktop editions.
Do I have to give you login access?
We’ll send secure access instructions or work via uploaded reports-whichever you prefer.
Is cleanup included in my onboarding?
Yes-our pricing includes full catch-up and cleanup based on how far behind you are.
Will this help with tax prep?
Absolutely. Our cleanup includes generating reports ready for your CPA or tax software.
Final Thought
QuickBooks is a great tool-but it’s only as good as the data inside.
Let us clean it, reconcile it, and keep it accurate so you can finally trust your reports-and your taxes.
Behind or overwhelmed? Request a quote now and let us clean it up, fast.
If your QuickBooks file is cluttered with uncategorized transactions and unreconciled accounts, you don’t need to start over-you need professional cleanup. Our QuickBooks bookkeeping service includes full cleanup and CPA review. If you’re months behind, our catch-up bookkeeping package brings you current fast, then rolls you into monthly bookkeeping so it never happens again.
