Services · One-time project
QuickBooks Clean Up & Set Up
Behind on your books or just getting started? A clean, correct QuickBooks Online file to move forward with.
What a cleanup or setup covers
A QuickBooks cleanup or setup is a one-time project: I organize, correct and set up your accounts so everything is accurate, clean and ready to move forward with confidence.
Behind by a few months or a few years, or opening your first file, you finish with books you can trust.
For a file that fell behind, I categorize the backlog, take out duplicates, fix misclassified transactions and reconcile each account to its statements. For a new business, I set up the chart of accounts, bank connections and categories to fit how you actually earn and spend, so every number lands in the right place from the first day.
Price: I quote after a free look at your statements.
Not sure if you need a cleanup or a fresh setup? Pick what feels tangled and see a plan.
How QuickBooks Clean Up & Set Up runs
Free consult
You tell me about your business, your accounts and what feels tangled. There is no charge and no commitment.
First look
I review the file or your statements, see how far behind it is and give you a clear quote.
Clean up or set up
The backlog is categorized and reconciled, or the new file is built around your business.
Walk-through and next step
I show you what changed, then you keep the books yourself or hand the monthly routine to me.
What you get from a cleanup
- Every backlog transaction categorized
- Duplicates and misclassified entries fixed
- Each bank and card account reconciled to its statements
- Personal and business transactions separated
- A chart of accounts that fits your business
- A walk-through of the clean file
One thing you can do today
Gather the bank and card statements for every month the books are behind and put them in one folder. A cleanup is built on those statements, so having them ready is the single biggest thing you can do to make the project shorter.
QuickBooks Clean Up & Set Up: common questions
How long does a QuickBooks cleanup take?
It depends on how many months are behind and how many accounts need reconciling. A few months on one account is a short project; a year across several accounts takes longer. After a free look at the file, I give you a clear quote and a realistic timeline.
Can you set up QuickBooks Online for a new business?
Yes. I set up the chart of accounts, categories and bank connections to fit your business from day one, so the books start clean instead of needing a cleanup later.
My books are a year behind. Is that too far?
A year behind is a common starting point. A cleanup works through it month by month and reconciles each account to its statements, so the whole year ends up accurate.
What happens after the cleanup?
You can keep the books yourself with the clean file, add QuickBooks Online support to learn the routine, or move to monthly bookkeeping so they stay clean.
What does a QuickBooks cleanup cost?
It depends on how many months are behind and how many accounts need reconciling. For context, national online providers publish cleanup prices from $175 for a minor cleanup at RemoteBooksOnline, and from $1,000 per project at Bookkeeper360. RemoteBooksOnline also lists $145 to $180 for each month of backlog. Those are other providers' prices, not mine. I quote after a free look at your statements, so the number fits your actual business. The quote comes before any work starts.
Source: RemoteBooksOnline and Bookkeeper360 pricing pages (observed Oct 2026)
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Want this handled for you?
Book a free consult and I'll tell you plainly what your books need.
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