Structural & Setup Failures
Opening balance errors, broken clearing accounts, forced reconciliations, or setup decisions that prevent reconciliation from completing correctly.
Explore structural issues →
QuickBooks Cleanup
What It Fixes — and When It’s Required
QuickBooks cleanup is the process of correcting structural, historical, and workflow failures that prevent a file from producing reliable numbers. It is not routine bookkeeping and not reconciliation.
When reconciliation won’t complete, balances behave incorrectly, or reports can’t be trusted, cleanup is required before any other accounting work can continue.
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Foundation Repair • Not Maintenance
QuickBooks cleanup corrects how the file was built and how history flows. It is required when reconciliation fails, balances roll forward incorrectly, or reports cannot be trusted. Cleanup fixes the foundation — it does not replace bookkeeping or reconciliation.
Common Reasons Cleanup Is Required
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Cleanup is triggered by specific failure patterns inside a QuickBooks file — not by routine bookkeeping gaps.
Deposit & Payment Flow Problems
Undeposited funds, deposits that never reach the bank, grouped payments that don’t match statements, or income that cannot reconcile.
Explore deposit issues →Historical & Transition Issues
Problems caused by prior owners, former bookkeepers, incomplete years, or starting monthly bookkeeping without a clean baseline.
Explore historical issues →Cleanup Repairs the Foundation — Not Just the Symptoms
QuickBooks cleanup corrects how the file was structured, how history flows, and how transactions interact. It does not patch reports or force balances to match. Cleanup restores internal consistency so reconciliation, reporting, and ongoing bookkeeping can function correctly again.
Cleanup decisions are based on identifying where logic broke — not on applying adjustments. Experienced ProAdvisors determine what must be corrected first so accuracy can be sustained, not temporarily displayed.
Root Cause Repair
Cleanup fixes structural and historical failures.
No Forced Numbers
Reports are not adjusted to “look right.”
Correct Sequence
Cleanup → reconciliation → ongoing bookkeeping.
Informed by Real Cleanup-Required Files
Cleanup guidance reflects Certified QuickBooks ProAdvisor experience reviewing files where reconciliation failed, balances rolled incorrectly, or reports could not be trusted due to structural errors, historical edits, or broken workflows — not routine bookkeeping gaps.
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Certified Expertise
Gold Tier Partner
U.S.-Based Review
Objective Guidance
Not Sure What Type of Cleanup Is Needed?
Cleanup is not one-size-fits-all. The safest first step is identifying where the file broke and why before attempting corrections.
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