QuickBooks Transaction Cleanup Services
Clean Up Incorrect, Duplicate and Misclassified QuickBooks Transactions
Your QuickBooks file can contain thousands of transactions, and even small errors can affect your financial statements.
Tullis Consulting provides QuickBooks transaction cleanup services to identify and correct inaccurate, duplicated, missing and incorrectly categorized transactions.
Does Your QuickBooks File Have These Problems?
You may need transaction cleanup if you have:
Uncategorized transactions
Duplicate transactions
Transactions posted to the wrong account
Personal expenses mixed with business expenses
Income recorded as transfers
Transfers recorded as income or expenses
Expenses assigned to incorrect categories
Deposits recorded incorrectly
Transactions entered multiple times
Old transactions that were never properly classified
What Our Transaction Cleanup Includes
Transaction Review
We examine transactions for patterns, inconsistencies and obvious errors.
Categorization
Transactions are assigned to appropriate accounts based on the nature of the transaction and available supporting documentation.
Duplicate Transaction Cleanup
We identify and address duplicate transactions that could distort your financial statements.
Transfer Cleanup
Transfers between bank accounts should not normally be recorded as income or expenses. We identify transactions that may have been recorded incorrectly.
Personal and Business Transactions
We identify commingled transactions and determine the appropriate accounting treatment.
Historical Cleanup
If transaction problems have accumulated over multiple months or years, we can help bring the records up to date.
Why Transaction Accuracy Matters
Your transaction history feeds your:
Profit & Loss statement
Balance Sheet
Cash flow reporting
Tax information
Management reports
Business decisions
If the underlying transactions are wrong, the reports built from them can be wrong too.
Transaction Cleanup Is More Than Categorizing Expenses
Simply assigning categories to transactions does not necessarily produce accurate books.
A proper cleanup may require reviewing bank reconciliations, account balances, transfers, deposits, receivables, payables and other areas of the accounting file.
How Our QuickBooks Cleanup Service Works
Schedule your free consultation for a no obligation introductory call
We review and diagnose your books and prepare a proposal and quote for the project
You accept our proposal and sign up for services; we then provide you access to our tools and client portal
We begin work on your project correcting accounting errors, categorizing, reconciling, etc.
We verify our work and deliver you clean books
Why Choose Tullis Consulting & Financial Services?
Certified Expertise: Our team of QuickBooks Online Advanced Certified Pro Advisors have extensive experience specifically with small businesses.
Tailored Approach: We don’t offer cookie-cutter solutions—we analyze your unique financial situation and develop a personalized action plan.
Proven Results: Businesses we work with report increased clarity, reduced stress, and stronger financial decision-making capabilities.
Dedicated Support: Experience friendly, responsive support with easy access via phone, email, or video chat from our USA based team.
Attention to Detail: We meticulously go through every transaction to ensure everything is categorized correctly and your records are fully reconciled.
Pricing
Pricing varies by the size and scope of the workload. Budget for a minimum of $300 for each month requiring clean up.
Ready to Get Started?
We specialize in QuickBooks Online clean-up, helping small businesses just like yours transform chaotic books into crystal-clear financial insights.
Our team of certified QuickBooks Pro Advisors are standing by ready to take the weight of messy books off your shoulders.