QuickBooks Online Cleanup Master Course

Are you ready to become a QuickBooks Online Cleanup Master?

As a bookkeeper, you have to deal with cleanup a ton. Do you find yourself spinning your wheels and want to find easier solutions to clean up your clients' books without all the time involvement?

This Master Course is definitely for you! I'll show you to effectively approach each cleanup project and the tips and tricks to make it manageable and efficient.

This course includes:

  • 6 Hours of Live Training (Saved to Watch Later)
  • 30 Days of Support within the Private Facebook Group
  • Access to the Private Facebook Group for 365 Days


Live training sessions are approximately an hour each and will be held twice a week at 1PM Eastern. Actual dates below. The last week of the course will actually be for open Q&A and to review any areas that need some extra attention, as requested.

Session dates for the Jan 9th course: 1/9, 1/11, 1/16, 1/18, 1/23, 1/25

Session dates for the Feb 26th course: 2/26, 2/28, 3/5, 3/7, 3/12, 3/14


  • Managing Cleanup Engagements
    • Diagnosing the books
    • Setting engagement goals and communicating with the client
  • Cleanup Best Practices
    • Deleting v. Voiding
    • Company Settings
    • Lists
    • Importing Data
    • Opening Balance Equity
  • Cleanup Tools
    • Reclassify
    • Clearing Accounts
    • Audit Log
    • Custom Reporting
    • Advanced Searches
  • Reconciling Accounts
    • Undo
    • Double Reconciliations
    • Reconciliation Adjustments
  • Fixing Transactions
    • Bank Feeds
    • Other Transactions
  • Complicated Accounts
    • Undeposited Funds
    • A/R & A/P
    • Tax Accounts


You get all of this for just $297! Have you ever heard of such an immersive training for that low of a price? I wanted to make sure this was something attainable for any ProAdvisor and I know this is a steal for everything you'll be getting.

Register today and you'll get early access to the Facebook group.

Don't forget to get our FREE practice guide on Diagnosing the Books, which is the first step to any cleanup engagement.


Sign Up