FAQ – QuickBooks Reconciliation Services

Common questions and answers about our quickBooks reconciliation services.

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These FAQs explain how our team helps clients reconcile their QuickBooks accounts accurately and efficiently—catching errors, matching transactions, and cleaning up past discrepancies.

Frequently Asked Questions

Reconciliation ensures that your QuickBooks records match your bank, credit card, and other financial statements. It helps detect errors, duplicate transactions, or missing entries that could impact reporting accuracy.

We recommend reconciling accounts monthly to maintain up-to-date and error-free books.

Yes, we specialize in catch-up reconciliation for clients who are behind or have never completed reconciliations.

We reconcile bank accounts, credit cards, merchant processors (e.g., Stripe, PayPal), and loan or liability accounts tied to your business.

Yes. Our team identifies and corrects past errors, helping clean up your QuickBooks file without compromising prior-year reporting.

Time varies based on how far back your books need to be cleaned up. Most accounts can be reconciled within 5–10 business days.

We can help with multi-year reconciliation projects and provide you with CPA-ready reports for each closed year.

We require accountant-level access to your QuickBooks Online or a backup file for QuickBooks Desktop. All access is encrypted and tracked.

We support both QuickBooks Online and Desktop versions. For Desktop, we work with your backups or remote file access.

We deliver monthly reconciled reports, along with summary notes and recommendations, in a downloadable format.

Yes, reconciliation is a standard part of our monthly bookkeeping service. Special cleanup projects may incur additional one-time charges.

Schedule a free consultation through our website. We’ll review your account setup and provide a clear plan to get your books up to date.

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