Fix It · QuickBooks Online services
Cleanup and correction for a file that drifted.
We review the file, identify the operational problems, and correct agreed-upon issues so lists, balances, and transaction history are easier to understand and maintain.
Designed for owners facing duplicate records, inconsistent categorization, stale open items, unmatched transactions, or reports that no longer reflect what they expect.
What's included
- Review of the existing file and written findings
- Correction of agreed-upon miscategorizations and duplicates
- Cleanup of customer, vendor, and account lists
- Review of stale invoices and unapplied payments
- Undeposited funds and unmatched transaction cleanup
- Handoff notes to reduce repeat issues
What we need from you
- Provide access to the current QuickBooks Online file
- Answer questions about unclear or incomplete transactions
- Supply statements and supporting records when requested
- Approve corrections that require a business decision
- Have a tax professional review tax or accounting judgments
What changes
A clearer file and a more reliable routine.
- Duplicate and outdated list entries are reduced
- Agreed-upon transaction issues are corrected
- Open invoices and payments are easier to follow
- Reports are more useful for owner review
- Remaining questions are clearly documented
- You leave with practical steps for keeping the file cleaner
Service boundary
Office Navigators provides project-based setup, cleanup, training, systems, and defined workflow support for QuickBooks Online users. We do not provide tax preparation, audits, legal advice, CPA services, payroll processing, financial advice, or general monthly bookkeeping. Clients remain responsible for business decisions, tax filings, bill approvals, payment authorization, and the completeness of information provided.
Is Fix It the right starting point?
Call to talk through your current QuickBooks Online file and the outcome you need.