QuickBooks 2025 Cleanup
Budget: $30 – $250 USD
My 2025 books in QuickBooks need a complete tune-up. I uploaded five months’ worth of credit-card statements manually and every single line landed as a “credit card credit” instead of an expense. Because of that, my current P&L and balance sheet are wildly off. Some transactions are already half-sorted—I started categorising a few before realising the scale of the mess—so you’ll need to review, correct or reclassify those as well.
Scope of work
• Reconcile every 2025 bank and credit-card account so ending balances match the statements.
• Fix the import mistake by turning those five (plus) affected statements back into accurate expense entries. That includes any split or multi-line items.
• Review the transactions I’ve already touched, confirm the correct category, and adjust if needed.
• Deliver clean financials (P&L, balance sheet, reconciliation reports) that tie out to the source statements.
Acceptance
I’ll consider the project finished once QuickBooks shows “Reconciled” for each month in 2025, the trial balance agrees with my statements to the penny, and the financial reports look sensible again.
Proficiency in QuickBooks Online, bank-feed troubleshooting and bulk reclassification tools is essential. If you have a tried-and-true workflow for messy imports, let me know—speed counts, but accuracy counts more.
Scope of work
• Reconcile every 2025 bank and credit-card account so ending balances match the statements.
• Fix the import mistake by turning those five (plus) affected statements back into accurate expense entries. That includes any split or multi-line items.
• Review the transactions I’ve already touched, confirm the correct category, and adjust if needed.
• Deliver clean financials (P&L, balance sheet, reconciliation reports) that tie out to the source statements.
Acceptance
I’ll consider the project finished once QuickBooks shows “Reconciled” for each month in 2025, the trial balance agrees with my statements to the penny, and the financial reports look sensible again.
Proficiency in QuickBooks Online, bank-feed troubleshooting and bulk reclassification tools is essential. If you have a tried-and-true workflow for messy imports, let me know—speed counts, but accuracy counts more.