Help, new client and a mess to go with it
New client with horrible QuickBooks. Hired to clean up. Where would one start? Bank reconcilliations?
New client with horrible QuickBooks. Hired to clean up. Where would one start? Bank reconcilliations?








Yes, reconciling the bank accounts and credit card accounts is a good starting point. If the items are set up wrong, inventory problems or just a really bad mess, you may assess whether it is more efficient to clean it up or start over (depending on how much is involved).
PLEASE mark this answer as solved (click the button under the answer in the lower, right corner) or post additional questions. Thanks so much!!!
Michelle L. Long, CPA, MBA
Author of the book "Successful QuickBooks Consulting: The Comprehensive Guide to Starting and Growing a QuickBooks Consulting Business"
National Trainer for Intuit Trainer/Writer Network
Advanced Certified QuickBooks ProAdvisor