Get all five QBO Cleanups prompts together and run the full cleanup workflow end to end — for less than buying them separately.

The bundle includes the Ideal Cleanup Client Filter, Prospect Researcher, QBO Cleanup Estimator, QBO Cleanup Assistant, and QBO Cleanup Final Review. Together they cover every stage: define your ideal client, vet a prospect before you quote, scope and price the job with your own rates, work the cleanup one phase at a time, and run an independent QC pass before the file goes to your client.

Works with ChatGPT, Claude, Gemini, or any AI assistant. Each prompt includes the full prompt doc 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 Prompt Bundle

$159.97

$127.00

All five QBO Cleanups prompts in one download:

Ideal Cleanup Client Filter

Prospect Researcher

QBO Cleanup Estimator

QBO Cleanup Assistant

QBO Cleanup Final Review

Each includes the full prompt (.docx) for use in any AI tool, plus a bonus .md version formatted for Claude users. Delivered as a single .zip, available immediately after purchase.
Use these prompts only in a business or enterprise-tier AI account with data protections enabled — not a free or personal AI account. You are responsible for protecting client confidentiality: follow your own data-security obligations and avoid entering personally identifiable or sensitive client information into any AI tool.

These prompts are provided as guidance tools only. They do not constitute accounting, tax, or legal advice, and QBO Cleanups, LLC is not responsible for how they are used or for any outcomes resulting from their use. You remain responsible for reviewing and verifying all work in QuickBooks Online.

QBO Cleanup Prompt Bundle

What's Included

License & Use

Important — Data Security & Disclaimer