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Just for Bookkeepers and Accountants

Cleanup Essentials in QuickBooks Online

Veronica Wasek
Purchase for $39

When bookkeepers land a new client, their first task is analyzing the company’s QuickBooks Online file for accuracy. Learn how to price a diagnostic and clean up common QBO errors!

Webinar Description

Business owners think they’re saving money by doing their own books, but eventually they realize their reports are all wrong, and seek help. In this course we’ll look at common mistakes companies make, and how to fix them.

Looking at a new client's books and preparing for a QBO cleanup can feel like driving in the fog...

  • You know you need to review everything but you're not sure where to start. 
  • You're not sure if the previous bookkeeper made mistakes or just how bad they might be. 
  • You know you need to review everything but you're not sure where to start. 
  • You don't want to miss anything (who needs surprises later on?) but you don't want to spend hours on a review that may not even result in a new client. 
  • You don't want to waste time and energy going back and forth or diving down every rabbit hole to find the source of the problems. 
  • You have no clue how long it will take to clean up the mess, or how to price a job like this because there's no structure at all.

Imagine how much easier it would be if you had a proven system for reviewing new QBO files!

  • Say goodbye to free reviews and hours of wasted time.
  • Review books faster without missing a thing.
  • Get a complete picture of your clients' books BEFORE you start an engagement.
  • Create massive value for your clients and offer targeted cleanup and bookkeeping packages.
  • Turn reviews into ongoing monthly clients more often.

Veronica Wasek of 5 Minute Bookkeeping created a full 15-hour program with everything you need to know, but if you're just getting started, that can be overwhelming. 


This Royalwise two-hour summary will give you the essentials you need to get started.


And if you want to know more, during the course we'll give you a discount coupon code for her complete course bundle!


Are you ready to take on diagnosing QBO messes and taking on even the biggest cleanups with confidence?

Save thousands in wasted time and lost clients, cut days off your cleanup jobs, maximize your profitability on cleanups, and take on clients you wouldn't have even considered before!


What You’ll Learn 

  • Pricing a diagnostic review
  • Performing a diagnostic review
  • Reporting your results
  • Pricing the cleanup
  • Preparing yourself for the work
  • Clearing Undeposited funds
  • Fixing duplicate income
  • Identifying Banking import errors
  • Closing open accounts payable
  • Voiding accounts receivable
  • Closing bad debts
  • Identifying and fixing misclassified Products & Services
  • Correcting Sales Tax errors
  • Using Accountant Tools, including Reclassify, Month-end Review, Write Off Invoices, and Report Options


Instructional Level

Intermediate to Advanced

Course Length

2 hours

Course Credits

2 CPE, Certificate of Completion

Field of Study


Delivery Method

QAS/Self Study



Who should take this QBO clean up class?

  • Bookkeepers and Accountants who need complex file analysis and cleanup skills


Proudly sponsored by Divvy,  the all-in-one expense, reimbursement, and budget management solution for SMBs. Powered by the Divvy Visa® Business card, you get the credit & software your business needs to thrive—and it's free!

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For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions

Here is the course outline:

How to Join the Live Zoom Webinar

Click the link to learn how to join the webinar.

pageText How to connect to the Zoom webinar

Download the Handouts

Download the handout that goes with the course.

pageText Download the handouts here

The Paid Diagnostic Review

The first step in cleaning up the books is knowing what you're getting yourself into! Providing a diagnostic prevents surprises, both for you and the business owner. Learn how to price the diagnostic, perform the review, and report your findings.

pageText Welcome and Overview
pageText What is a Paid Diagnostic Review?
pageText Pricing the Paid Diagnostic Review
pageText The Selling Process
pageText Diagnostic Review Demo in Banking Part 1
pageText Diagnostic Review Demo in Banking Part 2
pageText Report of Findings - A Walk Through

Clean Up Basics

What is involved in cleaning up a QuickBooks Online file? What skills do you need to have, how do you price the service fairly, and how do you get started?

pageText What is a Clean Up?
pageText Skills Needed for a Successful Clean Up in QBO
pageText What to Clean Up

Pricing Cleanups

pageText Pricing Cleanups

Common Clean Up Scenarios

Cleaning up QuickBooks Online involves knowing where to look. What are the signs of common errors? And what's the easiest way to fix them?

pageText Dealing with Commingling
pageText Journal Entries
pageText How to Clean Up Opening Balance Equity in QBO
pageText How to Clean Up Unapplied Cash Payments and Expenses in QBO
pageText Reconciling a Bank Account that has Never Been Reconciled
pageText Old and Uncleared Banking Transactions
pageText Changes to Bank Reconciliation
pageText Cleaning Up Undeposited Funds
pageText Cleaning Up Expenses
pageText Cleaning up the Chart of Accounts

Using a Cleanup Checklist

pageText Using a Cleanup Checklist

Cleanup Clearing Accounts

pageText Cleaning Up Clearing Accounts

Take the Survey

Take this survey to complete the course and receive your credit certificate.

pieChart Complete this survey for CPE Credit


The following certificates are awarded when the course is completed:

Certificate of Completion
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