A QuickBooks file that’s been entered carelessly is worse than no file at all — it gives you numbers that look official but aren’t true, leading to bad decisions and a wrong tax return. Marion Tax Service cleans up and reclassifies your file so it’s genuinely accurate.
We track down miscategorized and duplicate transactions, fix unreconciled accounts, correct the chart of accounts, and reclassify entries to where they belong — then reconcile to confirm the file ties out.
What’s Included
A QuickBooks cleanup restores accuracy to your file:
- Finding and fixing miscategorized transactions
- Removing duplicate and erroneous entries
- Reconciling accounts that have never tied out
- Reclassifying entries to the correct accounts
- Correcting the chart of accounts where it’s tangled
- Cleaning up undeposited funds, A/R, and A/P that have drifted
- A reconciled, tax-ready file and notes on what was wrong
Who It’s For
Cleanup is for files that have gone off the rails:
Messy Self-Entered Files
Owners who’ve been entering transactions without a clear system.
Files That Won't Reconcile
Businesses whose QuickBooks balances don’t match their bank.
Pre-Tax Cleanups
Owners who need an accurate file before a return can be filed.
Inherited Files
New owners or bookkeepers who took over a tangled QuickBooks file.
Why Marion Tax Service
Cleanup is detective work — tracing where entries went wrong and reclassifying without breaking prior reconciliations. 50+ years and ProAdvisor expertise is what untangles it correctly.
Once it’s clean we can keep it that way with monthly bookkeeping, or train you to maintain it yourself.
Related services: Catch-Up Bookkeeping Chart of Accounts Bank Reconciliation.