QuickBooks Online Setup & Cleanup

Clear, Accurate Financials Start Here

At Know Your Numbers, we specialize in helping small businesses get their QuickBooks Online accounts clean, accurate, and aligned with how your business actually operates...

Common Issues We Fix

Unreconciled bank accounts
Bloated Undeposited Funds
Negative balances in accounts
No depreciation tracked
Mismanaged liabilities
“Ask My Accountant” misuse
Duplicates or missing entries

Our Process: Balance Sheet First

We use a Balance Sheet–First approach to cleanup...

Correcting Balance Sheet accounts
Reconciling statements
Clearing Undeposited Funds
Tracking fixed assets
Tying loans to statements

What to Expect

Timeline: 1–3 weeks based on complexity
Collaboration: We request secure access to your files
Outcome: Clean QBO file and peace of mind

Real Impact

We’ve taken disorganized files and transformed them into clean systems that deliver insights.

Financial clarity
Better decisions
Compliance readiness
Foundation for growth