FAQ – QuickBooks Cleanup

QuickBooks cleanup is the process of reviewing and correcting errors in your QuickBooks file — including duplicate transactions, incorrect categorization, unreconciled accounts, and unbalanced reports.

Common signs include unreconciled bank balances, reports that don’t match your statements, negative balances in accounts, and categories that don’t make sense. If your reports look off, you probably need a cleanup.

We handle miscategorized expenses, duplicated income, broken bank feeds, uncleared transactions, and unbalanced reports. We also clean up accounts receivable/payable and correct opening balances if needed.

Yes. We support cleanup for both versions. Our team works within your QuickBooks environment to correct and reconcile everything — with no need to switch platforms.

Depending on the size and complexity of the file, most cleanups are completed within 5–15 business days. We’ll give you a timeline after reviewing your file.

Not necessarily. In many cases, we can work in the background or use a copy of your file. We’ll coordinate so your day-to-day business isn’t disrupted.

Once your file is cleaned, we’ll deliver clean, CPA-reviewed financial reports and provide options to transition into monthly bookkeeping. See our monthly service

No. We never delete anything without your approval. Cleanup involves reorganizing and correcting—not erasing—your financial history.

Pricing depends on how many months of data and the volume of transactions. We’ll review your file and give you a flat-rate quote. Check pricing here

Yes. Cleanup and catch-up often go hand in hand. We’ll reconcile past months and bring your entire QuickBooks file current. Learn more