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
Aug 3, 2026
Mon · 10:30 AM CT
This class prepares you for a certification exam:
QBO Clean-up Specialist
Course Content
31 lessons · 4 hands-on exercises · 1 hr 19 min
How to Clean Up Your Books Introduction2:51
What does "clean up" mean?2:19
Start Over1:10
Purge Company2:31
Undeposited Funds4:55
Undeposited Funds: Taxes are done2:54
Undeposited Funds: Taxes aren't done4:31
Undeposited Funds: Deposit Detail4:16
Undeposited Funds: Bank Transactions5:53
Reconciliation Issues: Intro0:24
Reconciliation Issues: Fix Beginning Balance3:36
Reconciliation Issues: Beginning Balance Zero2:05
Reconciliation Issues: Undo1:51
Accounts Receivable: Intro0:57
Accounts Receivable: Zero Amounts2:08
Accounts Receivable: Positive Balance3:32
Accounts Receivable: Negative Balance2:14
Accounts Payable: Intro1:13
Accounts Payable: Recorded with Wrong Transaction2:46
Accounts Payable: Positive Balance1:55
Accounts Payable: Negative Balance1:59
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 Books6:39
What learners say about this course
“Clear billable expenses in a large batch, write off a bad debt, clear an invoice.”
Joleen K.
“I am able to recognize patterns and errors that need to be fixed by having a better understanding of QB's workflow.”
