Health & Wellness Pros: Clean Up Your QuickBooks in 5 Simple Steps
Your focus is on helping others feel their best—but if your books are a mess, it’s time to give your finances a little self-care, too.
Whether you’re preparing for tax season, planning to grow your business, or simply tired of QuickBooks chaos, cleaning up your QuickBooks Online (QBO) can bring you the clarity and peace of mind you need to keep your practice thriving.
Here are 5 simple steps to clean up your books and build a healthier business foundation.
Step 1: Categorize Transactions Properly
Letting QBO toss everything into “Uncategorized Expense” is like skipping your warm-up—it might seem faster, but it causes problems later.
🧘♀️ What to do:
Head to the Banking tab in QuickBooks. Go through uncategorized transactions—especially those tied to memberships, client payments, and studio expenses. Set up bank rules to speed things up in the future.
✅ Why it matters:
Proper categorization ensures accurate reports, bigger deductions, and a stress-free tax season.
Step 2: Fix Open Invoices & Unapplied Payments
If your reports say clients owe you but your Venmo or Stripe says otherwise, you likely have unmatched payments.
🧘♂️ What to do:
Run the Accounts Receivable Aging Report. Match payments to invoices and delete any duplicates.
✅ Why it matters:
You’ll avoid awkward payment conversations and keep your income reports accurate.
Step 3: Review Payroll & Wellness Sales Tax Records
If you sell products (like supplements or merch), or pay staff, it’s critical your tax info is clean.
💆♀️ What to do:
Ensure payroll amounts match filings. Double-check sales tax liability if you're selling goods or taxable services.
✅ Why it matters:
Mistakes here can lead to audits—and no one needs that energy in their business.
Step 4: Reconcile Bank & Credit Card Accounts
Like tracking your macros, reconciliation keeps everything aligned.
🧘♀️ What to do:
Use the Reconcile feature in QBO to compare your books with actual bank and card statements. Fix mismatches as needed.
✅ Why it matters:
Monthly reconciling helps catch issues early and supports confident business decisions.
Step 5: Run Financial Reports & Spot Red Flags
Reports aren’t just numbers—they’re your business’s health check.
💪 What to do:
Run your Profit & Loss and Balance Sheet reports. Look for things like negative balances, missing payments, or odd expenses.
✅ Why it matters:
Your financial reports can guide your pricing, spending, and growth decisions.
FAQ for Wellness Business Owners
Q: I offer classes and one-on-one sessions—how do I track income?
Use classes or tags in QuickBooks to categorize income by service type or location.
Q: What expenses can I deduct?
Think: equipment, continuing education, software, studio rent, and marketing.
Q: Can I automate this stuff?
Yes! Bank rules and automation features in QBO save time and reduce manual errors.
Q: What if it’s all too messy to fix myself?
You don’t have to. DBR specializes in cleanups for wellness professionals just like you.
Conclusion
Your clients rely on you for clarity and balance—your business should offer you the same. Let’s clean up your QuickBooks and get your financial wellness back on track.
📅 Need help cleaning your books before tax season?
Book a free call with Dr. Bryan Raya today.
👉 https://calendly.com/dbr_bookkeeping/book-a-free-call-with-dbr
Let’s start Doing Business Right.
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