QuickBooks Cleanup for Contractors & Service Businesses
CoreBooks Bookkeeping helps contractors, trades, and other service-based businesses clean up inaccurate or disorganized QuickBooks Online records, correct categorization and reconciliation problems, and improve the accuracy of financial reports.
From duplicate or miscategorized transactions to unreconciled accounts and an unclear chart of accounts, I help bring structure back to your QuickBooks file so your records are easier to understand and use.
Book a Free ConsultationCertified QuickBooks ProAdvisor
Hector Arteaga — CoreBooks Bookkeeping
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What's Included in QuickBooks Cleanup
Transaction & Categorization Review
Review and correct miscategorized, duplicate, or incorrectly matched transactions that are affecting the accuracy of your QuickBooks records.
Chart of Accounts Cleanup
Review your chart of accounts and correct unnecessary, duplicate, or unclear categories so transactions and reports are easier to understand.
Bank & Credit Card Reconciliation Review
Review reconciliation issues, missing activity, duplicate entries, and account discrepancies so your QuickBooks balances are better aligned with your statements.
Financial Report Cleanup
Correct bookkeeping issues that are affecting your Profit & Loss and Balance Sheet so your reports reflect more accurate and organized records.
Frequently Asked Questions
A Certified QuickBooks ProAdvisor has completed Intuit's certification requirements for QuickBooks. My certification reflects training and demonstrated knowledge of QuickBooks Online features and workflows used in bookkeeping, reconciliation, cleanup, and reporting.
Common signs include large amounts of uncategorized activity, duplicate or miscategorized transactions, reconciliation discrepancies, incorrect account balances, or financial reports that contain information you can't easily explain. I'll review your QuickBooks file and identify the bookkeeping issues that need attention.
The timeline depends on the number of accounts involved, transaction volume, how far back the issues go, and the condition of your QuickBooks file. I'll provide a timeline estimate after reviewing your bookkeeping needs together with the quote after your free consultation.
Yes. Once the cleanup is complete, monthly bookkeeping can help keep your QuickBooks records categorized, reconciled, and current going forward.
I work exclusively in QuickBooks Online. If you're not yet using it, QuickBooks Online setup is available as a separate service. I do not provide ongoing support for QuickBooks Desktop.
Ready for Cleaner Books and Clearer Numbers?
If your QuickBooks file is inaccurate, disorganized, or difficult to understand, CoreBooks can help correct the bookkeeping issues affecting your transactions, reconciliations, chart of accounts, and financial reports.
Schedule a free consultation to discuss what is happening in your QuickBooks file, what needs to be corrected, and the scope of the cleanup.
Book Your Free ConsultationCertified QuickBooks ProAdvisor serving contractors, trades, and service-based businesses in Rego Park, Queens, NYC, and across the U.S.