QBO Users: Does Something Feel “Off” in Your Books? You Might Need a Cleanup.
You log in to QuickBooks Online, glance at your balance sheet or income statement… and something just doesn’t add up. Maybe you're swimming in receipts, avoiding the Reports tab, or wondering why your bank balance in QBO doesn't match your actual bank account.
If your books are starting to feel more like a mystery than a tool, it might be time for a QuickBooks cleanup.
Signs Your QBO File Needs a Cleanup:
You’ve got a stack of receipts but no idea if they’ve been entered
You’re not alone—many DIYers start off strong, then get buried under paperwork. If transactions aren’t being recorded or matched properly, your reports won't be accurate.
You’ve never heard of “reconciliation” or “undeposited funds”
These aren’t just accounting buzzwords—they're key features in QBO that ensure your books stay in sync with reality. If these terms sound foreign, it’s a red flag.
Your balance sheet shows negative numbers that make no sense
Accounts like negative assets, odd liabilities, or loan balances that look way off could mean errors in how items were categorized or entered.
You’re unsure if all your income is accounted for
If you’ve been paid but the money isn’t showing in your reports, it could be sitting in “Undeposited Funds” limbo, or your income might be misclassified.
You're making business decisions based on gut—not data
If you don’t trust your reports, you’re more likely to make costly mistakes. Clean books are powerful—they show what’s working, what’s not, and where to focus.
You’re stressed every time you open QuickBooks
It shouldn’t feel this way. Your accounting software should work for you, not make your life harder.
I’m a QBO Cleanup Expert—Let’s Fix It
If your QuickBooks account feels like a tangle of confusion, I can help. I specialize in reviewing QBO files for consultants, searching for the inconsistencies and discrepancies that are leading to inaccurate reports.
Whether it’s miscategorized transactions, missed reconciliations, or messy chart of accounts—I can clean it up.
I’ll spot the errors holding your business back
I’ll fix the issues and restore your reporting confidence
You’ll have clean, clear data that helps you grow your business
Let’s make your QuickBooks work for you again.
—> Book a free discovery call and let’s talk cleanup.