QuickBooks Online Cleanup
QuickBooks should tell you where the business stands. If accounts haven’t been reconciled, transactions are sitting uncategorized, or reports don’t match what you see in the bank, it’s hard to use those numbers with confidence.
Nectar Bridge reviews what’s going wrong in your QuickBooks Online file, defines the cleanup work, and helps get your books back to a place you can use.
When Cleanup Makes Sense
A cleanup project may be the right starting point if:
Bank or credit card accounts are months behind on reconciliation
The same payment or expense appears more than once
Transactions have been assigned to the wrong categories
Your Profit & Loss Statement doesn’t seem to reflect how the business performed
Records coming in from Jobber or another business tool need review
You’re ready for monthly bookkeeping, but the existing books need work first
You don’t have to diagnose the whole file before calling. Tell us what you’re seeing, and we’ll start there.
What a QuickBooks Cleanup Involves
The work depends on the condition of your books. We start by reviewing the accounts and the period that needs attention. That gives us a way to identify what needs to be corrected before we agree on a project scope.
Cleanup work may include catching up on transaction categorization, reconciling bank and credit card accounts, reviewing duplicate or unusual entries, and checking balances that don’t look right. If another application sends information into QuickBooks, we can review how that information is showing up in the books.
Some problems can be corrected within the existing setup. Others may require more extensive reconstruction or separate work on an integration. We’ll explain the difference before asking you to approve the project.
The Result
You’ll have a clearer picture of what was wrong, what was corrected, and what still needs attention. The goal is a QuickBooks Online file you can use for monthly financial review and share with your tax professional.
Cleanup also gives ongoing bookkeeping a sound starting point. Nectar Bridge’s monthly bookkeeping packages are separate from historical cleanup and are designed to help keep the books current afterward.
Pricing and Scope
QuickBooks cleanup is priced separately from monthly bookkeeping. The cost depends on how far behind the accounts are, the number of transactions involved, and whether the problems extend into the software setup or connected applications.
We’ll review the situation and discuss the proposed scope with you before cleanup begins. Tax return preparation, legal services, and audit or attest work aren’t part of a bookkeeping cleanup.
Let’s Get Your QuickBooks Fixed
If you’ve been putting off a look at the books because you’re not sure how much is wrong, let’s have a conversation. Gary can help you identify the next step and whether a cleanup project is the right place to start.