Most cleanup checklists tell you what to do. This one walks you through how — in the right order, with a senior-accountant-level companion that won't let you skip a step or backtrack.
This AI-powered prompt guides you through a full QuickBooks Online cleanup one phase at a time, across 15 phases from Discovery to final Review. Each phase has a closing gate, so you never advance until the current one ties out — no discovering a Phase 3 problem after you've reached Phase 10. It applies the right treatment for your client's entity type and accounting basis, and runs in watchdog mode throughout, flagging issues you didn't ask about: 1099 vendors missing W-9s, sales tax collected but never remitted, missing depreciation, undocumented loans. You do the work in QuickBooks Online; it keeps you on the rails.
When the file ties out, it produces three deliverables: a 1099 follow-up list, service-expansion intel, and a client-facing Summary of Work Performed in your branding.
Works with ChatGPT, Claude, Gemini, or any AI assistant. Includes the prompt doc, sample screenshots, and a bonus .md version formatted for Claude users. Built by a bookkeeper with Advanced QBO ProAdvisor certification and 20+ years of bookkeeping experience.
QBO Cleanup Assistant
What's Included
- The full QBO Cleanup Assistant prompt (.docx) — copy and paste into ChatGPT, Claude, Gemini, or any AI assistant
- Bonus Claude Skill file (.md) for Claude users who want it installed as a skill
- Delivered as a single .zip download, available immediately after purchase
This is a guide that walks you through a QuickBooks Online cleanup one phase at a time — you make the changes in QBO yourself. Works in any AI tool.
