Quick Takeaways
Clean books = better decisions, faster taxes, and real peace of mind
Most messes start with old transactions, uncategorized income, or a bad chart of accounts
QuickBooks Online has built-in tools to help, but most businesses need a guide
Peak Advisers can clean up your books and teach you how to keep them clean
Why Your QuickBooks Might Be a Mess
Small businesses move fast, and QuickBooks Online sometimes gets left behind. Over time, that leads to:
Duplicate transactions
Unreconciled bank accounts
Misused categories (or no categories at all)
Old vendors or customers are still hanging around
Reports that don’t reflect reality
You’re not alone — messy books are one of the most common problems we fix.
What a Cleanup Involves
Reconcile all accounts (bank, credit card, loans, etc.)
Remove duplicates and uncategorized transactions
Fix the chart of accounts (simplify, organize, correct)
Reclassify income and expenses into the right buckets
Review connected apps and integrations
Update vendor/customer lists
We also set up rules and best practices so your books stay clean — even if you handle the day-to-day.
Tools Inside QuickBooks Online That Help
Reconciliation Tool
Bank Rules to automate transaction categorization
Reports like Profit & Loss and Balance Sheet to spot issues
Account History views to trace errors
When You Should Call In a Pro
Symptoms you experience that mean you need a QuickBooks cleanup
Other red flags:
You can't trust your reports
Tax time is a nightmare
You're not sure if income or expenses are right
You’ve had multiple people enter data over time
How Peak Advisers Can Help
Get your books accurate and up to date
Show you how to avoid future issues
Handle the messy stuff so you can focus on growth
Let’s Clean It Up — Together
Book a free consultation → Contact us
Or call us directly: 303-801-4772
FAQ: QuickBooks Online Cleanup
Q: How long does a cleanup usually take?
A: Most take 2–10 hours, depending on how messy the books are and how many months are affected.
Q: Can you help if I use QuickBooks Desktop instead?
A: Yes. We support both QuickBooks Desktop and QuickBooks Online.
Q: Will I lose any data during cleanup?
A: No. We work from backups and version histories when needed.
Q: What if I also need help with payroll or tax prep?
A: We can refer you to trusted partners for taxes — and we will handle the setup of QuickBooks Payroll for you if that’s a fit.