QuickBooks Uncategorized Transactions Cleanup
Too Many Uncategorized Transactions in QuickBooks?
An Uncategorized Income or Uncategorized Expense account can be a warning sign that your QuickBooks file needs attention.
Tullis Consulting helps businesses review and properly classify unresolved QuickBooks transactions so your financial statements provide a more accurate picture of your business.
What Are Uncategorized Transactions?
QuickBooks may place transactions into temporary or generic accounts when the proper accounting category hasn't been established.
If these transactions remain unresolved, your financial statements may not accurately reflect where your business is earning and spending money.
Signs Your Books Need Cleanup
Hundreds of transactions are sitting in Uncategorized Income
Uncategorized Expenses continue growing
Your Profit & Loss contains large unexplained balances
Your bookkeeper relies heavily on the bank feed
Transactions have never been reviewed
Your CPA asks you to clean up the books before filing taxes
How We Clean Up Uncategorized Transactions
We review the transactions and determine the appropriate accounting treatment based on the available information.
This may involve:
Reviewing transaction descriptions
Examining supporting documentation
Reviewing bank statements
Identifying transfers
Identifying owner contributions or distributions
Correcting income classifications
Correcting expense classifications
Identifying transactions requiring additional information
Don't Simply Delete Uncategorized Transactions
Deleting transactions because you don't know where they belong can create another accounting problem.
The objective isn't to make the account balance disappear.
The objective is to understand what happened and record it correctly.
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.