Transaction cleanup helps improve reporting accuracy by ensuring QuickBooks Online 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.