How to Clean Up QuickBooks Online (Even If You’re Not a “Numbers Person”)
Overwhelmed by messy books? Think it’s too late to fix it? Think again.
If you've been searching “How do I clean up my QuickBooks Online?” or “Is it worth fixing my books?” — you're likely facing one or more of these common objections:
“I don’t have time.”
“I’m afraid I’ll mess it up more.”
“It’s probably too late to fix anything.”
“I’m not good with numbers.”
At DBR Bookkeeping, we hear these concerns every day—especially from service-based entrepreneurs like coaches, consultants, contractors, and creatives. The good news? Cleaning up QuickBooks Online is not only possible—it’s a smart move that saves you money, time, and stress.
Let’s walk through the steps and tackle those objections along the way.
5 Steps to Clean Up QuickBooks Online (Without Getting Overwhelmed)
Step 1: Categorize Transactions Correctly
You don’t need to know accounting theory. Just make sure each expense and income item is labeled correctly. This helps with taxes and accurate reporting.
Objection: “What if I don’t know what category to use?”
✅ Use our FREE Cleanup Guide for simple tips, or join our community for personal support.
Step 2: Fix Open Invoices & Unapplied Payments
If reports show clients owe money but your bank account says otherwise, there’s a disconnect. Cleaning up invoices gives you a clear picture of cash flow.
Objection: “What if I make a mistake?”
✅ Mistakes are reversible in QBO—and we’ll show you how in Dr. Bryan Raya’s video.
Step 3: Review Payroll and Sales Tax Records
Even if you use a payroll service, it’s worth double-checking that the entries in QBO match what you filed.
Step 4: Reconcile Bank & Credit Card Accounts
This is how you ensure your books reflect reality. It’s a critical step most business owners skip.
Objection: “I’ve never reconciled before.”
✅ That’s okay. Our guide and video walk you through it—no accounting degree required.
Step 5: Generate Financial Reports & Spot Issues
Once clean, run your Profit & Loss and Balance Sheet. You’ll quickly see if anything still looks off.
Objection: “I don’t understand reports.”
✅ You’re not alone. That’s why we break it down inside the DBR community.
FAQ: Common QuickBooks Cleanup Concerns
Q: Is it too late to clean up my books?
Not at all. Whether it’s been 3 months or 3 years, clean books are better than no books.
Q: What if I can’t do it all myself?
We offer full cleanup services and personalized support in our online community.
Q: Is it worth paying for help?
Absolutely—clean books help you avoid costly tax issues, unlock deductions, and make smarter business decisions.
Ready to Finally Take Control of Your Finances?
📘 Grab Your FREE QuickBooks Cleanup Guide Now:
👉 https://bit.ly/CleanYourBooks
🎥 Watch the step-by-step video with Dr. Bryan Raya:
👉 YouTube Walkthrough
Let’s remove the fear, fix the mess, and get your business back on track.
Let’s start Doing Business Right!
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