QuickBooks Online Cleanup & Audit

Our QuickBooks Online file has become cluttered after months of day-to-day entries, and I need it restored to a point where every number can be trusted. The highest-impact area is transaction categorizations: last quarter is riddled with incorrect expense buckets, duplicate entries, and far too many “uncategorized” lines. Those errors are now obscuring cash-flow reports, tax estimates, and management dashboards.

Here is what I want to accomplish:

• A diagnostic review of the entire file that pinpoints all mis-posted or duplicated transactions, with a special spotlight on the most recent quarter.
• Corrections to every affected transaction—resolving the incorrect categories, eliminating duplicates, and clearing the Uncategorized queue—so P&L, Balance Sheet, and Cash-Flow statements tie out.
• Reconciliations brought fully up to date for all linked bank, credit-card, and payment-gateway accounts.
• A streamlined chart of accounts that removes redundancies yet preserves historical data integrity.
• Clear documentation of the cleanup steps taken plus simple workflow guidelines I can follow to keep things accurate going forward (bank-rule suggestions, naming conventions, and month-end checkpoints).

I work in QuickBooks Online exclusively, so please be comfortable navigating its Banking, Rules, and Reconcile modules as well as generating custom reports for before-and-after validation. Once the file balances and reports look right, I will review your change log and sign off.

If you have handled similar deep-clean projects and can start soon, I’m ready to grant accountant-level access today.