QuickBooks Payment Review — CSV Scan & Manual Checks
Review payment signals in a General Ledger CSV and learn how to verify invoice matching inside QuickBooks Online.
By CleanUp for QuickBooks · Updated
What this scan checks
The current payment rule flags Payment transactions whose exported lines all have zero amounts. That is a limited signal, not evidence of an invoice link being absent. It will not find every unapplied payment. Verify the customer payment and invoice in QuickBooks using the linked guide.
Preview before paying
Use a supported General Ledger CSV to get a free scan preview. The detailed report costs $29 one-time and includes available findings, review guidance, and a CSV export. Findings are limited to what the file and detection rules can establish. You make all changes in QuickBooks.
Continue your cleanup
Keep the manual check
Compare a finding with the original records. Save reports before changing transactions, document the reason for each correction, and involve your accountant when the classification, reconciliation, or reporting treatment is uncertain. A clear scan does not establish that every account is correct.
Sources and further help
QuickBooks menus vary by plan and interface. Use in-app search if a menu label differs. These sources support the workflows; synthetic examples illustrate the checks.
Need a list of entries to review?
Scan a supported General Ledger CSV for possible cleanup issues. See the preview free; the detailed report is $29 one-time. You review and make any changes in QuickBooks.
No QuickBooks connection. Findings are review prompts, not a complete accounting review.