New York
Broken bank feeds, reconciliation that won’t balance, NYC sales tax that doesn’t tie out. TechBrot repairs the file, reconciles it to reality, and documents every fix — independent expertise beyond Intuit product support.
New York rule: once registered for sales tax, a business is a trustee for New York State, and each responsible person is personally liable for the full amount of tax it owes; the cleanup ties the sales-tax liability account to every return filed. Source: NYS Tax Department, TB-ST-75.
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification, held by TechBrot’s senior reviewer (verification on request) · TechBrot, Inc. · Delaware corporation · est. 2023
Certifications
Current certifications held by TechBrot’s senior reviewer: Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification — verification on request. Intuit’s ProAdvisor program becomes Intuit ProPartner Accountants in early 2027; the certifications continue.
New York QuickBooks cleanup repairs a file whose history is wrong, for a fixed fee of $1,200–$15,000+ in 2–8 weeks. We reconcile each bank and credit-card account to source statements, investigate unmatched balances, document corrections and hand over a period-by-period exception register. NYC and New York State sales tax is tied to what was filed.
Broken or duplicated bank feeds are the most common issue. Reconnecting cleanly requires reconciliation work, not just a re-link — otherwise the duplicates compound. We match the feed against statements, clear the doubles, and rebuild the bank rules that caused them.
A reconciliation that drifts month over month usually points to deeper issues — missing transactions, miscategorized entries, or an undeposited-funds backlog. We find the root cause period by period instead of forcing a balancing adjustment.
QuickBooks Desktop errors (H202, H505, 6000-series), Online lockouts and multi-user failures go to Intuit support or your IT provider first; once the file opens, TechBrot fixes the bookkeeping inside it. We verify the file after, so the error doesn’t return.
For New York businesses, a sales-tax payable that doesn’t tie to filed NYC/NY returns is a common cleanup trigger — and a frequent precursor to a state notice. We reconcile the liability to the returns period by period so the books match what was filed.
An undeposited-funds account that won’t clear is one of the most common file-quality issues. Cleanup investigates each original deposit against the bank, matches the open receipts, and resolves the stranded items properly instead of writing them off blind.
Version upgrades, year-end rollovers, and Desktop edition switches commonly create data inconsistencies. ProAdvisor cleanup validates the file after the upgrade and resolves what migrated incorrectly — balances, links, and list damage.
TechBrot’s senior reviewer, a Certified QuickBooks ProAdvisor, holds Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification, and TechBrot works remotely with New York businesses statewide. Verification available on request.
Every TechBrot QuickBooks cleanup covers these eight workstreams. Specific scope is tuned to your file during the diagnostic.
Broken bank feeds reconnected. Duplicate transactions from prior re-link attempts identified and cleared. Bank rules rebuilt to prevent the duplicates from regenerating.
Every reconciliation rebuilt against actual statements, period by period. Drift between book balance and statement balance investigated and resolved at the source.
Old undeposited funds investigated against bank deposits. Open receipts matched, cleared, or documented. Account balance restored to zero or a justified open total.
Duplicate entries identified across bank feeds, manual entries, and connected apps. Missing transactions reconstructed from statements and supporting documents.
Sales-tax liability reconciled to filed NYC and New York State returns, so the payable in QuickBooks matches reality — key if you’re behind or were noticed.
QuickBooks Desktop H-series and 6000-series errors, file-size issues, network errors, and rebuild verification. Online lockouts and account-access repair.
Multi-user configuration and hosting diagnosed and repaired; permissions audited. Post-upgrade file validation after rollovers or edition switches.
Chart of accounts evaluated, simplified where redundant, expanded where missing — including clearing what landed in opening-balance equity. Written summary of every fix, signed off by the ProAdvisor.
Every TechBrot QuickBooks cleanup follows the same four-phase sequence — diagnose first, repair and reconcile second, verify and document third, then a clean handoff.
A 30-minute call. A ProAdvisor reviews your QuickBooks file, identifies data-integrity issues, broken connections, and reconciliation discrepancies. Written fixed-fee scope within 3 business days. No pitch.
Typical: 3 business days
File-level repairs. Bank-feed reconnection. Reconciliation rebuild. Duplicate and missing-transaction resolution. Undeposited-funds clearing. NYC/NY sales-tax tie-out. Multi-user fixes.
Typical: 1–3 weeks
Quality review against the operating standard. Every fix documented with before/after evidence for your records and for your CPA.
Typical: 2–3 business days
Clean file delivered with a written summary and prevention recommendations. Optional transition to monthly bookkeeping with the same preparer.
Optional: monthly engagement
New York cleanups can arrive as one of three problems: sales tax set up without the MTA surcharge, a Manhattan partnership that has never tracked UBT, or a law firm whose client money sits in the operating account. None of them is a QuickBooks problem until it is.
New York City’s 8.875% is 4% state + 4.5% city + a 0.375% MTA surcharge that follows the commuter district, not the city line.
In the cleanup: A single blended rate works until the first sale outside the five boroughs. We rebuild the rates by jurisdiction and reconcile the filings.
New York City levies a 4% Unincorporated Business Tax on the net income of sole proprietors and partnerships in the five boroughs.
In the cleanup: It is computed from the books, so the chart of accounts has to separate NYC-source activity. Retrofitting that at filing time is where the cost comes from.
IOLTA accounts are mandatory for firms holding client funds, and the bar requires client-by-client ledgers.
In the cleanup: Where trust was set up as a plain bank account, we rebuild it as a liability with per-client sub-accounts, never touched by operating.
The Attorney General’s CHAR500 is an annual filing separate from federal Form 990, with its own schedules.
In the cleanup: The functional-expense split and restricted-fund tracking it needs have to exist all year. Building them in December is how a filing slips.
Every figure above is maintained against New York’s own published sources and updated when those sources change. The full New York picture is on the New York page →; the national method is on QuickBooks file cleanup →.
QuickBooks cleanup outcomes aren’t cosmetic. A working file is a working business operation.
Every TechBrot QuickBooks cleanup is priced against a written scope before work begins. Engagements are priced in three tiers.
$1,200 to under $3,000
For: Single-issue cleanups — bank-feed repair, reconciliation rebuild, an undeposited-funds clear-out or a chart-of-accounts repair — with supporting cleanup as needed and written documentation.
Scope a focused cleanup →$3,000 to under $7,500
For: Multi-issue cleanups — reconciliation rebuild plus undeposited funds, duplicates, NYC/NY sales-tax tie-out, bank rules, and chart-of-accounts review across 12–24 months.
Scope a standard cleanup →$7,500–$15,000+
For: Multi-year file rebuilds, data-integrity recovery, multi-entity QuickBooks Enterprise, and post-corruption restoration with full statement validation.
Scope a complex rebuild →Ranges are typical engagements; final pricing is determined by the diagnostic. If your cleanup also requires bookkeeping reconstruction across prior periods, see bookkeeping cleanup — the engagements pair seamlessly.
Checked against the New York State Department of Taxation and Finance.
Every TechBrot QuickBooks cleanup is delivered by a QuickBooks ProAdvisor; TechBrot’s senior reviewer, a Certified QuickBooks ProAdvisor, holds the Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification. Your senior bookkeeper does the work, every fix is documented with before/after evidence, and you always know who to reach, with every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you. How we work →
The standard, every file
Every engagement runs on three roles: a client advisor who scopes it and stays your point of contact, a bookkeeper who prepares your setup and monthly close in your software, and a Certified QuickBooks ProAdvisor who reviews every close before it reaches you. A senior bookkeeper is available on request, including a U.S.-based bookkeeper whose public directory profile we can share with you.
Senior bookkeepers who specialize in rental portfolios and Xero, and specialist partner practices for trust accounting for law firms and CFO advisory. We bring the right one onto your engagement when your business calls for it, under the same standards and review.
The Buffalo and Erie County page: the same cleanup, catch-up and monthly close scope, written for businesses in Buffalo and the towns around it.
If the file issues are paired with messy or inaccurate books, bookkeeping cleanup is the broader engagement — often combined with file cleanup.
Desktop-to-Online or other software-to-QuickBooks migrations by a QuickBooks ProAdvisor with data-integrity verification.
If your file is beyond repair or you’re starting fresh, setup rebuilds the file correctly from the chart of accounts up.
Destination-based NYC/NY rates and the tie-out that keeps your returns and books in agreement.
Every cleanup step in order — opening balances, reconciliations, undeposited funds, the chart of accounts — and how to tell what your file needs.
A scope-based estimate for a focused, standard, or complex cleanup from your months behind, number of accounts, and transaction volume.
The state page: services, industries, cities and the New York tax terms in one place.
The national engagement this page is the New York version of — same scope, same written fixed fee.
Also in New York: Bookkeeping services · Monthly bookkeeping · Cleanup & catch-up bookkeeping · QuickBooks setup · QuickBooks accountant · Small-business accountant · Sales-tax records · Catch UP Bookkeeping · QuickBooks migration · QuickBooks reconciliation · QuickBooks training · State Tax Notice Help · Urgent bookkeeping · Industries.
New York cities: Buffalo · Brooklyn · Queens · every New York city page — served remotely, in your own QuickBooks file.
Not sure where your file stands? Start with the free QuickBooks file review · how New York compares: state-by-state tax quirks.
Talk to a client advisor
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
We reply within one business day · Written fixed-fee scope within 3 business days of your call · No hourly billing
What happens after you call.
1. We talk for up to 30 minutes. You tell us where the books stand; we ask the questions that decide the scope. No charge.
2. We look at the file if we need to. You add us as an accountant user in your own QuickBooks file, and you can remove us at any time. If the file cannot be priced without working inside it, we say so and propose the paid diagnostic, whose fee is credited in full against the cleanup.
3. You get a fixed fee in writing. What we will fix, what you will receive and one fixed fee. Nothing starts until you accept it.