QuickBooks bookkeeping, setup and cleanup
QuickBooks is only as good as how it is set up. We fix messy QuickBooks files, set up new companies properly, migrate from Desktop to Online, and keep the books current every month.
What is included in quickbooks bookkeeping & cleanup
Most QuickBooks problems come from a rushed setup: a generic chart of accounts, bank rules that miscategorize hundreds of transactions, payments sitting in Undeposited Funds, and reconciliations that were forced to balance.
We review your QuickBooks file, list what is wrong in plain language, and fix it — or set up a new company file correctly from the start. Then we can keep it current monthly, or train your staff to do it.
QuickBooks setup
Chart of accounts, products and services, sales tax, payroll and bank feeds configured for your industry.
QuickBooks cleanup
Undeposited Funds, duplicate transactions, unreconciled accounts and wrong opening balances fixed.
Desktop to Online migration
History, lists and balances moved to QuickBooks Online and verified against Desktop reports.
Integrations
Shopify, Amazon, Stripe, Square, Gusto, Bill.com and other apps connected so data flows in cleanly.
Signs you need quickbooks bookkeeping & cleanup
- 1Your QuickBooks reports do not look rightNegative balances, huge 'Uncategorized' totals or a balance sheet that does not balance.
- 2You are moving off QuickBooks DesktopAnd want history to come across correctly.
- 3You set it up yourselfAnd are not sure the sales tax, payroll and accounts are right.
- 4Your team needs trainingSo the file stays clean after we fix it.
What you receive
- Written QuickBooks health check
- Corrected and reconciled QuickBooks file
- Bank rules and recurring transactions set up
- Integrations connected and tested
- Short recorded training for your team
- Optional monthly QuickBooks bookkeeping
$15 per hour for setup, cleanup, migration and ongoing QuickBooks bookkeeping, with an hours estimate up front. See pricing or what bookkeeping costs.
QuickBooks bookkeeping & cleanup FAQ
Yes — QuickBooks Desktop Pro, Premier and Enterprise as well as QuickBooks Online. We also handle migrations from Desktop to Online.
Usually, yes. Starting over is only recommended when the file is badly corrupted or the history is not needed.
You keep the subscription in your name so you always own your data. We can advise on which plan you actually need.
Get a free quote — $15 per hour
Reply from Jay within one business day with a written scope and an estimate of hours at $15 per hour. No obligation.
QuickBooks bookkeeping & cleanup in every US state
We work with businesses in all 50 states and DC. Each state page covers its own income tax, sales tax and business filing rules.
Accountant in Alabama · Accountant in Alaska · Accountant in Arizona · Accountant in Arkansas · Accountant in California · Accountant in Colorado · Accountant in Connecticut · Accountant in Delaware · Accountant in Washington DC · Accountant in Florida · Accountant in Georgia · Accountant in Hawaii · Accountant in Idaho · Accountant in Illinois · Accountant in Indiana · Accountant in Iowa · Accountant in Kansas · Accountant in Kentucky · Accountant in Louisiana · Accountant in Maine · Accountant in Maryland · Accountant in Massachusetts · Accountant in Michigan · Accountant in Minnesota · Accountant in Mississippi · Accountant in Missouri · Accountant in Montana · Accountant in Nebraska · Accountant in Nevada · Accountant in New Hampshire · Accountant in New Jersey · Accountant in New Mexico · Accountant in New York · Accountant in North Carolina · Accountant in North Dakota · Accountant in Ohio · Accountant in Oklahoma · Accountant in Oregon · Accountant in Pennsylvania · Accountant in Rhode Island · Accountant in South Carolina · Accountant in South Dakota · Accountant in Tennessee · Accountant in Texas · Accountant in Utah · Accountant in Vermont · Accountant in Virginia · Accountant in Washington · Accountant in West Virginia · Accountant in Wisconsin · Accountant in Wyoming
Often combined with this
Monthly bookkeeping
Every transaction categorized, every account reconciled, a clean P&L by the 15th of the month.
Open →A4r2Catch-up & cleanup bookkeeping
Months or years behind? We rebuild the books from bank statements and get you current.
Open →A4r3Any accounting software
Zoho Books, FreshBooks, Wave, Sage, NetSuite, Bill.com — we work in what you use.
Open →Get a free estimate for quickbooks bookkeeping & cleanup
Twenty minutes is usually enough to understand your books and estimate the hours at $15 per hour. No obligation.