Transaction cleanup helps improve reporting accuracy by ensuring QuickBooks Online transactions are categorized and coded correctly. These checks help improve reporting accuracy and make sure your transactions are categorized and coded correctly.
❗ Important: Transaction cleanup is available for QuickBooks Online clients only.
The three cleanup checks
Each check can be expanded to show a list of matching transactions.
Parent Coded Transactions
Shows transactions coded to parent-level accounts when sub-accounts exist. Updating these improves reporting and keeps your chart of accounts tidy.
Uncategorised Transactions
Displays transactions posted to the system-created “Uncategorised” account. These likely need to be reviewed and properly coded.
Transactions Without a Contact
Lists transactions missing a customer or supplier. Filling in this info is key to better AP/AR tracking and reporting.
Why cleanup checks matter
Cleaning up your transactions helps you:
Keep financial reports accurate and reliable
Make reconciliation smoother
Maintain clean and complete records
If any issues appear in the checks, it's best to review and update those transactions.