Bookkeeping cleanup
Simplify your chart of accounts with a safe first pass
Upload a CSV or modern XLSX export to see deterministic categories, cleanup signals, and a non-binding target map in seconds.
Upload a chart of accounts
Use an export with an Account, Account Name, Name, or Category column. Your file is analyzed entirely in this browser. It is not uploaded, stored, or connected to QuickBooks by this tool.
XLSX uses the first usable worksheet and cached cell values only. Legacy XLS and macro-enabled XLSM files are not accepted.
What columns are recognized?
Required: Account, Account Name, Name, or Category. Optional: Type, Account Type, Detail Type, and Description. Blank rows are ignored; nonblank rows without an account name are rejected.
Account Name,Type,Description Synthetic Cash,Asset,Example only
This tool provides educational estimates only. It does not constitute financial advice, tax advice, or investment recommendations. Consult a qualified professional for personalized advice.