How to Clean Up Your QuickBooks Online and Finally Get the Peace of Mind You Want
Because your dream wasn’t bookkeeping—it was freedom, flexibility, and financial clarity.
If you're a coach, consultant, contractor, or creative entrepreneur, you probably didn’t launch your business to spend your weekends untangling financial chaos. But if you've found yourself Googling "How do I clean up my QuickBooks Online?"—you’re not alone.
At DBR Bookkeeping, we work with service-based business owners who want more than just clean books. They want confidence in their numbers, clarity in their decisions, and peace of mind that their business is actually moving forward.
That dream outcome? It starts with getting your books in order.
5 Steps to Clean Up QuickBooks Online and Reclaim Control
Step 1: Categorize Transactions Correctly
No more "Uncategorized Expense" mystery piles. When every dollar is assigned properly, your reports tell the real story of your business—and help you keep more at tax time.
Step 2: Fix Open Invoices & Unapplied Payments
Cash flow is king. Cleaning up these issues ensures you know exactly who owes what and whether you’ve been paid—no more guessing or missed follow-ups.
Step 3: Review Payroll and Sales Tax Records
Staying compliant keeps your business safe. A quick review of payroll and taxes avoids costly errors and gives you confidence in your reporting.
Step 4: Reconcile Your Bank & Credit Card Accounts
It’s like balancing your checkbook, but better. Reconciliation ensures your books reflect what actually happened in your bank account—so you can trust your numbers.
Step 5: Generate Financial Reports & Identify Issues
Profit & Loss. Balance Sheet. These aren’t just reports—they’re tools that help you make smarter decisions and take control of your business’s future.
BONUS: DIY or Hire?
Not sure if this is something you can do alone? Grab our checklist to help you decide what to tackle—and what to outsource.
📘 Get your FREE Cleanup Guide here:
👉 https://bit.ly/CleanYourBooks
🎥 Want to See it in Action?
Dr. Bryan Raya walks you through the entire process in this short video:
👉 Watch the YouTube Walkthrough
FAQ: QuickBooks Cleanup for Service-Based Entrepreneurs
Q: Will cleaning my books really help me grow?
Yes. Clean books give you the clarity to make smart decisions, plan ahead, and operate with confidence.
Q: What if I’ve never reconciled anything in my life?
That’s exactly why we’re here. Our resources break it down so it’s easy to follow—and we can walk you through it if needed.
Q: Can DBR just do this for me?
Absolutely. Book a call and let’s talk about getting your books cleaned and your systems set up the right way.
You didn’t start your business to feel overwhelmed by numbers. You started to build something meaningful.
Let’s make sure your books support that dream.
Let’s start Doing Business Right.
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