QuickBooks Online Cleanup Checklist

A practical, interactive checklist for cleaning up a QuickBooks Online file before you report or close the books. Tick each step as you go — your progress is saved in this browser. Most of these can be flagged automatically by running the file through CleanupLedger first, so you know exactly what needs attention before you start clicking.

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Don't run this by hand from a blank slate

Upload a QuickBooks Online export to CleanupLedger and it flags the uncategorized transactions, duplicates, Opening Balance Equity, and missing payees for you — a free preview of the score and top issues. Unlock the client approval packet per file when you're ready to quote.

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