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Feb 4, 2022 12:08 AM UTC
Question

Tidy all ledgers

Hi, I want to tidy up all our quick books ledgers. AP & AR

GL, 

how should I start this major task.

 

should it be with profit and loss? If so how can I do this on qb online?

 

How can I find all duplicate things entered and the type like expenses?

 

Plus how can I find out with quick books if duplicates in control accounts and category’s?

 

Sorry it’s just so different from opera and JD

1 reply

Feb 4, 2022 1:51 PM UTC

Hi KA2022, thanks for your post - the best place to begin would be to reconcile the bank account(s) that the payments are posted against - this will highlight any duplicate transactions that can then be deleted. 🙂