QuickBooks Cleanup Services: Fix Your QBO File and Get Back on Track

When a QuickBooks Online file has been neglected, every report built on it becomes questionable. AccoTiva’s QuickBooks cleanup service corrects the underlying records, reconciles every account and documents what was changed, so you can restart monthly bookkeeping from a dependable starting point.

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Problems we solve

• Reconciliations that have never been completed, or that were forced to balance.
• Duplicate transactions created by bank feeds, imports and manual entry overlapping.
• Large balances in Uncategorized Income, Uncategorized Expense or Opening Balance Equity.
• Customer and vendor balances that do not match what is actually owed.
• A chart of accounts with dozens of unused, duplicated or confusingly named accounts.

What’s included

File diagnostic

A structured review of reconciliations, open balances, duplicates, chart of accounts and connected apps, summarised before any work starts.

Fixed-fee quote

A written scope and fixed price based on the months involved, transaction volume and number of accounts.

Transaction correction

Recategorization of misposted transactions, removal of duplicates and correction of transfers and loan payments.

Reconciliation rebuild

Reconciliation of each bank, card and loan account to statements for the cleanup period.

Receivables and payables cleanup

Matching of payments to invoices and bills, and review of stale open items with you before any write-off.

Cleanup report

A summary of adjustments, open questions and recommendations so your CPA can see what changed.

Benefits for your business

• Confidence in your profit and loss and balance sheet.
• A faster, cheaper year-end process with your accountant.
• A clean base for monthly bookkeeping going forward.
• Clear documentation of every material change.

Who this service is for

Business owners who did their own bookkeeping and fell behind, companies changing bookkeepers, businesses preparing for financing or a sale, and anyone whose CPA has flagged that the QuickBooks file needs work.

How we work

1. Free consultation. A 30-minute call about your business, software and goals.
2. Fixed-fee proposal. A written scope and price, usually within 48 hours.
3. Onboarding. Secure access to your accounting software, banks and apps, plus any cleanup needed.
4. Ongoing delivery. Work completed on a set schedule, with reports and a bookkeeper you can reach.

Frequently asked questions

How long does a QuickBooks cleanup take?

It depends on the number of months, accounts and transactions. A few months of moderate volume can often be completed in one to three weeks once we have statements and access. You will receive an expected timeline with the quote.

How much does QuickBooks cleanup cost?

We quote a fixed fee after the diagnostic. For a rough idea before you contact us, try the free QuickBooks Cleanup Cost Estimator.

What do you need from me?

Accountant access to QuickBooks Online, bank and card statements for the cleanup period, loan statements, and answers to a short list of questions about unclear transactions.

What is the difference between cleanup and catch-up bookkeeping?

Cleanup corrects records that already exist but are wrong. Catch-up bookkeeping records periods that were never entered. Many files need some of both, and we quote them together.

Related services and resources

• Catch-up bookkeeping
• QuickBooks Cleanup Cost Estimator
• How to clean up QuickBooks Online
• Finding duplicate transactions

AccoTiva provides bookkeeping and accounting support. We do not prepare tax returns or process payroll; we work alongside your CPA or tax advisor.