The owner with confusing reports
The bank feed is connected, but the categories look messy and the Profit & Loss report does not match what you expected.
QuickBooks clean-up
When QuickBooks is connected but the numbers still feel wrong.
QuickBooks can only help if the setup, categories and bank rules make sense. Sarah helps clean up the file so your reports become easier to trust.
QuickBooks Online ProAdvisor support • Plain-English explanations
The QuickBooks review
Sarah reviews categories, bank rules and account setup so QuickBooks supports the business instead of confusing it.
Cleaner reports
Your books become easier to read, easier to maintain and more useful when it is time to talk to your CPA.
Clean-up problems
Common QuickBooks clean-up problems
Categories are unclear
Duplicate or vague categories make the Profit & Loss report harder to use.
Bank rules are misfiring
Rules may be sending transactions to the wrong place, which makes reports feel off.
Old items need review
Uncategorised transactions, unreconciled accounts or odd balances need a careful second look.
What happens after the review
QuickBooks clean-up is scoped after Sarah reviews the file. She looks at categories, bank rules, reconciliations and report issues first, then recommends a standalone QuickBooks clean-up, a catch-up bookkeeping project, monthly bookkeeping with clean-up included during onboarding or a clean-up quote based on what needs fixing.
What is included
QuickBooks clean-up with a real explanation.
Plain Speak Bookkeeping helps small business owners make sense of QuickBooks Online. The goal is not to overwhelm you with accounting terms. It is to clean up the structure so your reports tell a clearer story.
- Review of QuickBooks Online setup
- Category and chart of accounts clean-up
- Bank rule review and setup
- Transaction categorization support
- Report review in plain English
- Option to move into monthly bookkeeping afterward
QuickBooks clean-up is scoped after Sarah reviews the file. It may be part of catch-up bookkeeping, monthly onboarding or a standalone clean-up depending on what needs fixing. Pricing depends on the review, so this page does not invent a starting price Sarah has not confirmed.