QuickBooks Setup & Cleanup Services
Whether you’re setting up QuickBooks for the first time or cleaning up years of messy data, Synergy Bookkeeping makes it simple to get your books back on track.
As a Certified QuickBooks ProAdvisor based in Santa Barbara and serving clients nationwide, we specialize in fixing errors, organizing transactions, and setting up systems that help you make confident, data-driven financial decisions — all with clarity and accuracy you can trust.
QuickBooks Setup
Starting from scratch? We’ll build a clean, customized QuickBooks Online account for your business or nonprofit, including:
Chart of accounts tailored to your industry
Integration with bank and credit card accounts
Initial transaction setup and categorization
Custom reporting and dashboard configuration
QuickBooks Cleanup
Already using QuickBooks, but something feels off? We’ll audit your account, identify errors, and fix them so you have an accurate financial picture. This includes:
Correcting miscategorized transactions
Fixing account balances and reconciliations
Reviewing payroll, AR, and AP entries for accuracy
Preparing your books so they’re tax-ready and audit-ready
Why It Matters
Bad data leads to bad decisions. Whether you’re setting up for the first time or fixing years of mistakes, accurate books are the foundation of financial confidence.
Who It’s For
New businesses setting up QuickBooks Online
Companies switching from spreadsheets or QuickBooks Desktop
Organizations that have had turnover in bookkeeping staff
Anyone unsure if their current QuickBooks is “right”
Frequently Asked Questions
Q: How do I know if my QuickBooks needs cleanup?
If your reports don’t match your bank balances, or you’re seeing duplicate or missing transactions, it’s time for a cleanup. We’ll review everything and fix errors fast.
Q: Can you help me switch from QuickBooks Desktop to Online?
Yes — we can migrate your data securely and ensure your new QuickBooks Online setup is accurate and fully functional from day one.
Q: How long does a QuickBooks cleanup take?
It depends on the volume of transactions and issues, but most projects are completed within a few days to a couple of weeks. We’ll assess your situation during your free consultation.
Q: Do you work with accountants or CPAs?
Absolutely. We often collaborate directly with tax professionals to ensure your books are accurate, tax-ready, and fully compliant.
Looking for ongoing support after your cleanup? Explore our Monthly Bookkeeping Services for consistent, stress-free financial management year-round.
Get Back on Track
Clean, accurate books start here. Schedule your free consultation today, and let’s make QuickBooks work for you — not against you.