QuickBooks Online Cleanup & Chart of Accounts Setup | Fix Errors, Organize Transactions, Improve Reporting Accuracy | Serving UK, USA & Global Businesses
Remove or merge duplicate entries
Reconcile bank and credit card accounts
Categorize uncategorized transactions
Fix journal entries, wrong mappings
Create custom account categories
(Income, Expense, Assets, Liabilities, Equity)
Merge or delete unused/mistyped accounts
Align chart with business type and tax requirements
Match transactions with bank and card statements
Ensure month-end balances match real accounts
Run Profit & Loss, Balance Sheet, and Trial Balance
Ensure accuracy and completeness
Provide a cleanup summary report to client
Recommend monthly bookkeeping going forward