The diagnostic is free, see the score & every issue. You only pay when we clean the books, with your approval · See the mess free →
For US bookkeepers & accounting firms

Connect QuickBooks. We clean up the mess. You approve every change.

See the mess free in one minute. Then connect QuickBooks and CleanupLedger categorizes the uncategorized transactions, flags duplicates and clears Opening Balance Equity, right inside your client's books. Nothing is written without your OK. Every change is logged and reversible.

Free diagnostic, no credit card You approve every change Read/write via Intuit's official OAuth Not affiliated with Intuit or QuickBooks

See it, then fix it

We don't just find the mess. We clean it up.

Step 1 · Free

See the mess

Upload a QuickBooks export or connect the account. Get a books-health score and the full list of what's wrong, uncategorized transactions, duplicates, Opening Balance Equity and more.

No credit card · one minute · score + issues, free

See the mess free
Step 2 · Fix

We fix it, you approve

Connect QuickBooks and CleanupLedger categorizes the uncategorized transactions, flags duplicates and clears Opening Balance Equity, inside the books, with your approval on every change.

Fix one client $117 · Firm $39/client/mo · nothing written without your OK

Connect & fix

The pain

Cleaning up QuickBooks by hand is where your margin goes to die.

A cleanup is hours of clicking through uncategorized transactions, hunting duplicates and untangling Opening Balance Equity, tedious, unbillable, and easy to get wrong. CleanupLedger does that work for you, and you approve it.

Cleaning up by hand

  • Clicking through hundreds of uncategorized transactions, one at a time.
  • Hunting duplicate entries across the register that double-count money.
  • Opening Balance Equity that never clears and throws off every report.
  • Hours you can't bill, the cleanup eats the margin you quoted.

Connect & fix

  • We categorize the uncategorized from the client's own history.
  • Duplicates and Opening Balance Equity flagged automatically.
  • You approve the changes in batches, nothing written without your OK.
  • Logged and reversible. Minutes of review instead of hours of clicking.

Under the hood

What the diagnostic surfaces

We scan the QuickBooks Online Transaction List by Date export and flag the issues that actually drive cleanup hours, the ones you'd otherwise discover the hard way.

Uncategorized transactions

Anything sitting in Uncategorized Income/Expense or with no account, the bulk of most cleanups.

Duplicate entries

Likely double-booked transactions from imports, bank feeds and manual entry.

Opening Balance Equity activity

Postings to OBE that signal setup or migration errors never properly cleared.

Missing payees

Transactions with no name attached, broken reporting and uncategorizable spend.

"Ask My Accountant"

The catch-all dumping ground that quietly hides real reconciliation work.

Suspense & clearing accounts

Balances parked in suspense or clearing that should have been resolved long ago.

Each issue rolls up into a books-health score and a severity tier: Light · Medium · Heavy · Disaster.

What you walk away with

Clean books, and a trail for every change.

CleanupLedger does the tedious cleanup inside QuickBooks and hands you the receipts: what changed, why, and a one-click undo.

This is the work
Deliverable 1 · In QuickBooks

The books, actually cleaned

Not a report about the mess, the mess, fixed, inside the client's QuickBooks, only after you approve each change.

  • Uncategorized transactions categorized from the client's own history
  • Duplicate entries flagged for removal
  • Opening Balance Equity cleared with a suggested journal entry
  • Every write happens only after your approval
Deliverable 2 · For you & the client

A reversible change log

Every change you approved, with the value before and after, so it's auditable, reversible, and easy to explain to the client.

  • What changed, when, and who approved it
  • One-click undo on any change
  • A plain-English summary of the cleanup for the client
  • Basic white-label so it goes out under your firm's name

How it works

Connect, review, approve, in three steps

See the mess free first. When you're ready to fix it, connect QuickBooks and approve the changes.

1

Connect

Connect the client's QuickBooks Online through Intuit's official OAuth. (Or upload an export for the free diagnostic.)

2

Review

CleanupLedger suggests a category for each uncategorized transaction, learned from how that company already codes, and flags duplicates and Opening Balance Equity.

3

Approve

You approve the changes in batches. Only then does CleanupLedger write them to QuickBooks, logged and reversible.

See the mess free

Firm plan

Connect once. Keep every client clean, every month.

For firms that manage ongoing books. Connect QuickBooks and CleanupLedger keeps categorizing new transactions and re-scanning each client, so the mess never piles up again, always with your approval.

Connect QuickBooks

Via Intuit's official OAuth. No more manual exports for the clients you already manage.

Monthly re-scan

Every connected client gets a fresh books-health score, and new mess gets auto-categorized for your approval.

Alerts when books drift

Get flagged when uncategorized, OBE, Ask My Accountant or suspense start piling up.

Every change reversible

Nothing is written without your OK, and every change is logged with a one-click undo.

Start Firm — connect a client free →

$39 per connected client / month · cancel anytime · nothing written without your approval.

Why CleanupLedger

It doesn't just find the mess, it fixes it

Reporting tools show the numbers. Diagnostic tools tell you the books are messy. CleanupLedger goes further: it categorizes the uncategorized, flags duplicates and clears Opening Balance Equity inside QuickBooks, with your approval on every change. Fix one client, or keep a whole firm clean every month.

It fixes

Does the work, not just the report

Categorizes, dedupes and clears OBE inside QuickBooks, you approve.

You approve

Nothing written without your OK

Every change is reviewed, logged, and reversible with one click.

Its history

Categories from the client's own books

Suggestions learned from how that company already codes, not generic guesses.

Cleanup-first

Made for bookkeepers

Built for the issues that drive cleanup hours, nothing else.

Pricing

See the mess free. Pay to fix it.

The diagnostic is free, score and full issue list, no card. You pay when we actually clean the books, with your approval on every change. All prices in USD.

Free

$0

See the mess. Upload a file or connect QuickBooks.

  • Books-health score (Light → Disaster)
  • Full list of issues, with counts
  • Uncategorized, duplicates, OBE and more
  • No credit card, no account
See the mess free

Fix

$117 one-time · per client

The initial catch-up for one client, about 3 months of Firm, done in one pass.

  • Everything in Free, plus:
  • Connect QuickBooks (official OAuth)
  • Auto-categorize uncategorized transactions
  • Flag duplicates & clear Opening Balance Equity
  • You approve every change, logged, reversible
Connect a client, see the fixes free →
Most bookkeepers

Firm

$39 /client / month

Keep every connected client clean, automatically.

  • Everything in Fix, every month:
  • Monthly re-scan of each connected client
  • Auto-categorize new mess as it appears
  • Alerts when the books drift
Start Firm — connect a client free →

Pay by card, no account needed. Read/write via Intuit's official OAuth, disconnect anytime. Nothing is written to the books without your approval.

FAQ

Questions, answered

Does it actually change my client's books, or just tell me what's wrong?

It changes them, that's the point. After you connect QuickBooks and approve each change, CleanupLedger writes the categorizations back into QuickBooks through Intuit's official API. Nothing is written without your approval, and every change is logged with a one-click undo. The free diagnostic (no connection needed) just shows you the mess first.

How does it know the right category?

It learns from how that company already codes: for each uncategorized transaction it looks at how the same payee and similar transactions were categorized before, and suggests the best-fit account. You review the suggestions and approve, edit or skip each one, the tool never guesses silently into the books.

What's free and what do I pay for?

The diagnostic is free: books-health score and the full list of issues on any QuickBooks Online file, upload an export or connect the account, no card. You pay when we clean the books: Fix is $117 one-time for one client; Firm is $39 per connected client / month for ongoing cleanup and monthly re-scans. All prices in USD.

Is it safe to let it write to my client's QuickBooks?

You are always in control: it connects through Intuit's official OAuth (disconnect anytime), it only writes changes you explicitly approve, and every change is recorded with the previous value so it can be reversed with one click. It starts with low-risk categorization; balance-moving fixes like duplicates and Opening Balance Equity are always proposed for your approval, never automatic.

Which transactions can it fix?

Posted transactions sitting in Uncategorized, Ask My Accountant or suspense accounts, duplicate entries, and Opening Balance Equity balances. (Bank-feed items still "For Review" aren't touched, you accept those in QuickBooks as usual.)

Is my client's data safe?

Uploaded files are analyzed to build your diagnostic and are not stored. Connected data is read to find issues and written only with your approval. We don't sell data or share it with third parties.

Do I need a credit card to start?

No. The free diagnostic needs no card. You only pay when you decide to fix the books, by card through our checkout, no account required.

Stop cleaning up QuickBooks by hand.

See the mess free in one minute. Then connect QuickBooks and let CleanupLedger clean it up, with your approval on every change.