◆ Free download · No cost
The 12-Point QuickBooks Cleanup Checklist
The same step-by-step checklist we run on every new set of books. Work it top to bottom to catch the errors quietly inflating your income, hiding deductions, and making tax season stressful — in under 30 minutes.
◆ What's inside
- Reconcile every bank & credit card account
- Empty the Undeposited Funds account
- Clean up the Chart of Accounts
- Fix uncategorized & “Ask My Accountant” transactions
- Scrub the A/R and A/P aging reports
- Zero out Opening Balance Equity
- Sort owner draws, payroll & sales tax
- Lock the books with a closing date
◆ Get the checklist
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Prefer to talk it through? Call 509-931-1539