Hi there!
Cleaning up your balance sheets in QuickBooks Online (QBO) after several years of self-managing is a great step toward keeping your books accurate and up to date.
Since this involves reviewing historical data, reconciling accounts, and potentially making correcting journal entries across multiple files, I'd recommend connecting with a professional who specializes in this type of service.
You may consider QuickBooks Live Bookkeeping, a reliable service for cleanup and ongoing bookkeeping. Certified professionals will review, fix, and maintain your books, so you can focus on growing your business. Check out this resource to proceed: QuickBooks Live Bookkeeping service.
Additionally, you can search for a certified QuickBooks ProAdvisor near you. They specialize in cleanup projects and can guide you through the process for all of your QuickBooks files. You can use the Find an Accountant tool to connect with a professional nearby.
If you prefer a hands-on approach with expert guidance, a ProAdvisor can also offer consulting and coaching while you handle the cleanup yourself.
Moving forward, reconcile your accounts monthly to ensure your balance sheet remains accurate, aligning your books with your bank and credit card statements.
Please feel free to reach out if you have any questions along the way.
