QuickBooks cleanup and setup, done right the first time
Starting fresh, or buried in a backlog? We build your QuickBooks properly, or rebuild what is already there.
QuickBooks is a good tool, but only when it is set up correctly. Most owners who run their own books end up with the same handful of problems: transactions put in the wrong category, expenses that were never sorted at all, the same bill entered twice, and accounts that have not been checked against the bank in months.
Those mistakes do not sit still. They pile on top of each other. The longer they are left, the more work it takes to unpick them, and the more your accountant charges to sort it out before they can even start your return.
We do two things here. If you are new, we set up QuickBooks Online from scratch so it fits how your business actually works. If your file is already a mess, we go back through your history, fix the categories, remove the duplicates, and check every account against your statements until the books match reality again.
Larchmont Bookkeeping is a QuickBooks Online ProAdvisor practice based in Larchmont, in Los Angeles. However far behind your file is, a cleanup works the same way: one account and one month at a time, until it matches the bank. If whole months were never entered at all, that is catch-up bookkeeping, and most files need a bit of both. Not sure which you need? Start with a free Books Checkup.
The problem
QuickBooks problems do not fix themselves
- Months or years of transactions sitting uncategorised.
- The same expense entered twice, so your numbers are wrong.
- Accounts that have never been matched to the bank statements.
- A chart of accounts someone set up once and nobody understands.
- Your CPA billing you to clean things up before they can file.
What a cleanup gets you
Records that match reality
We work through your full history, fix what was miscategorised, take out the duplicates, and reconcile every account so the books show what actually happened.
A setup built for your business
A generic QuickBooks setup suits nobody. We shape your chart of accounts, settings and reports around how your business really runs.
Cheaper, calmer tax time
Clean books mean your accountant starts on the return instead of billing hours to fix your file first. Fewer surprises, smaller invoice.
Messy books do not have to stay that way.
A cleanup starts with a free consultation. We look at your file and tell you exactly what needs fixing. No guessing, and nothing to sign.
Schedule a free consultation