Get Your Books Back in Order

QuickBooks setup and cleanup services for Midland businesses ready to start fresh.

If your QuickBooks file has become a collection of miscategorized transactions and unbalanced accounts, you know how frustrating it is to make decisions without reliable numbers. In Midland, business owners often come to On Track Bookkeeping LLC after months of trying to manage bookkeeping themselves, only to realize the structure was never set up correctly from the start.

This service rebuilds your QuickBooks Online file from the ground up or corrects the structural issues that make accurate reporting impossible. Your chart of accounts gets reorganized, transactions are recategorized to match their actual purpose, and your accounts are reconciled so your financial statements reflect what is really happening in your business. The result is a system that tracks income and expenses the way you need it to, without confusion or duplicate entries.

If you need a QuickBooks file that actually works for your Midland business, reach out to discuss what cleanup or setup makes sense for your situation.

What changes when your file is cleaned up

The process starts with an assessment of your current QuickBooks setup, whether you are starting from scratch or working with an existing file that has been mismanaged. On Track Bookkeeping LLC reviews your chart of accounts, transaction history, and reconciliation status to identify what needs correction. In Midland, this often includes untangling personal and business expenses that were mixed together or fixing income accounts that were set up as expense categories.

After the cleanup, you can pull a profit and loss statement and trust that the numbers are accurate. Your bank accounts reconcile without unexplained differences, and each transaction appears in the correct category so you can see where money is actually going.

The service also includes setting up user access, connecting bank feeds, and establishing rules that automate categorization going forward. This does not include ongoing monthly bookkeeping unless separately arranged, but it does leave your file ready for you or another bookkeeper to maintain without having to redo foundational work.

Questions people ask before scheduling cleanup

Clients usually want to know how long cleanup takes, what information they need to provide, and whether their file can be salvaged or needs to be rebuilt entirely.

What does QuickBooks cleanup actually involve?
Cleanup involves reviewing every account and transaction to correct categorization errors, reconcile bank accounts, and restructure your chart of accounts so reports are accurate. You end up with a file that reflects your actual financial activity.
How long does setup or cleanup take?
The timeline depends on how many transactions need review and how disorganized the file is. Most cleanups for small businesses in Midland take between one and three weeks once all documents are provided.
What information do I need to provide?
You will need to provide bank statements, credit card statements, loan documents, and any invoices or receipts that were not properly recorded. Access to your QuickBooks Online account is also required.
Can my existing QuickBooks file be fixed or do I need to start over?

Most files can be corrected without starting over, but if the structure is fundamentally broken or data integrity is compromised, rebuilding in a new file may be more efficient. On Track Bookkeeping LLC will assess your file and recommend the best approach.

Will I be able to maintain the file myself after cleanup?

Yes, the goal is to leave you with a file that is easy to maintain. On Track Bookkeeping LLC sets up bank feeds, categorization rules, and a clear chart of accounts so you can continue entering transactions correctly.

Businesses in Midland that have been avoiding their bookkeeping often find that cleanup removes the overwhelm and makes it possible to manage finances confidently again. If your QuickBooks file is holding you back, contact On Track Bookkeeping LLC to discuss what it will take to get it working properly.