This beginner-friendly class shows you how to clean up messy QuickBooks files and get your books back in order. You'll learn what "clean up" really means, when to start over or purge a company, and how to fix common problems with undeposited funds and reconciliation. The course also walks you through correcting accounts receivable and accounts payable balances, with hands-on "Your Turn" exercises to practice along the way.
You’ll learn how to…
Understand what "clean up" really means
Decide when to start over or purge a company
Fix undeposited funds issues
Resolve reconciliation problems
Correct beginning balance errors
Clean up accounts receivable balances
Fix accounts payable mistakes
Handle positive and negative balance issues
Practice with hands-on exercises
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Next live class · with Ericka Otero
Jun 22, 2026
Mon · 10:30 AM CT
Course Content
31 lessons · 4 hands-on exercises · 16 min
How to Clean Up Your Books Introduction
What does "clean up" mean?
Start Over
Purge Company
Undeposited Funds
Undeposited Funds: Taxes are done
Undeposited Funds: Taxes aren't done
Undeposited Funds: Deposit Detail
Undeposited Funds: Bank Transactions
Reconciliation Issues: Intro
Reconciliation Issues: Fix Beginning Balance
Reconciliation Issues: Beginning Balance Zero
Reconciliation Issues: Undo
Accounts Receivable: Intro
Accounts Receivable: Zero Amounts
Accounts Receivable: Positive Balance
Accounts Receivable: Negative Balance
Accounts Payable: Intro
Accounts Payable: Recorded with Wrong Transaction
Accounts Payable: Positive Balance
Accounts Payable: Negative Balance
Void Prior Year Checks: Intro1:46
Void Prior Year Checks: Journal Entries2:49
Void Prior Year Checks: Void Check0:57
Void Prior Year Checks: Reports0:44
Remove All Billable Time and Costs1:54
Import Information from Other QBO Company1:10
Journal Entry Rules2:44
Reversing a Journal Entry1:36
Reset Equity at the Beginning of a Year2:43
Your Turns Solutions: How to Clean Up Your Books
Learner
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$899.95
$599.95
30-day money back guarantee
Lifetime access to all included training
This course + 35 other courses
Live classes every weekday
Hands-on exercises
All future course updates
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
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Certification
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$699.95
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Everything in Learner
Training for all 5 certifications
5 QuickBooks certification exams
Practice exams and test prep
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
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Team Training + Certification
2-5 users
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$999.95
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Up to 5 users included
Certification for your team
Team progress tracking
Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.
