TeamShift
quickbooks cleanup and bank reconciliation help
Books cleaned & reconciled
Recent books cleaned up, matched, and flagged so the messy parts stop sitting open.
We handle
The work that gets done
- Recent transactions matched and cleaned up
- Duplicates, unclear items, and open questions chased down
- Cleanup actions queued before anything changes
How we work
How TeamShift handles it
- Bring in the books and account context
- TeamShift works through transactions, exceptions, and likely fixes
- You approve proposed writebacks before anything changes upstream
Questions
Before you request it
Does TeamShift post changes automatically?
No. Cleanup recommendations are held for review before any writeback.
What do you need from me?
Start with access to the books and any statements or context we need to clean them up.