QuickBooks Sales & Bank Transaction Cleanup

My QuickBooks Online file contains a backlog of sales and bank transactions from October 2025 until now. (Everything is caught up before Oct 2025). We need someone to categorize these transactions to clean up our books.

Here is what needs to happen:
• Locate and categorize transactions from credit card, Cardpoint (merchant services), and other bank transactions still marked uncategorized.
• Identify the correct customer and match the payment to the related invoice or sales receipt.
• Update any missing memo, class, or product/service details so the transaction flows into the right income accounts.
• Reconcile the cleaned-up sales data with the existing bank feed so that the month-end balances agree.

I will provide:
– Accountant-level access to QuickBooks Online.
– Help with any onboarding questions.