5 Simple Steps to Clean Up Your QuickBooks Online Fast
Struggling with messy books? Here’s how to clean QuickBooks Online and get back on track.
If you’ve been Googling “How do I clean up my QuickBooks Online?” or “Why are my QuickBooks reports wrong?”—you’re in the right place.
At DBR Bookkeeping, we specialize in helping coaches, consultants, creatives, and service-based business owners fix their books, fast. Whether you’ve been DIYing for months or just didn’t know where to start, cleaning up QBO is 100% doable—with the right process.
Guide Overview
Step 1: Categorize Transactions Correctly
Many small business owners leave transactions in "Uncategorized" or guess the categories. This leads to inaccurate reports and missed tax deductions. Clean books start with proper categorization.
Step 2: Fix Open Invoices & Unapplied Payments
Are your clients showing as overdue when they’ve already paid? This step is all about applying payments correctly and closing out unpaid invoices that were already handled.
Step 3: Review Payroll and Sales Tax Records
Incorrect payroll entries or missed sales tax liabilities can lead to compliance issues. Take time to verify that everything aligns with your filings.
Step 4: Reconcile Your Bank & Credit Card Accounts
Reconciliation ensures what’s in QBO matches your actual bank activity. If this step is skipped, your financials will always be off.
Step 5: Generate Financial Reports & Identify Issues
Run your Profit & Loss and Balance Sheet reports. Look for negative balances, missing categories, or unusual trends. These are signs your books still need attention.
BONUS: DIY or Hire?
Not sure whether to clean your books yourself or hire help? Our free guide includes a simple checklist to help you decide.
📘 Click here to get your FREE QuickBooks Cleanup Guide:
👉 https://bit.ly/CleanYourBooks
🎥 Prefer a video walkthrough?
Dr. Bryan Raya walks you through the entire process in this helpful video:
👉 Watch it on YouTube
FAQ: Fixing QuickBooks Online
Q: How do I know if my books need cleaning?
Look for uncategorized expenses, mismatched bank balances, or inaccurate reports.
Q: Is it too late to fix last year’s books?
Not at all! It’s better to fix them now before the next tax season—or an audit.
Q: Can I get help if I’m overwhelmed?
Yes. DBR Bookkeeping can clean your books for you—or guide you through it inside our support community.
Let’s start Doing Business Right!
#cleanquickbooksonline #quickbookshelp #fixbooks #bookkeepingcleanup #dbrbookkeeping #doingbusinessright #qbosetup #quickbooksonline