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Using Transaction Cleanup (QBO only)

Updated over 2 weeks ago

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.

Dext Data Health and Uncategorised Transactions

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.

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