QuickBooks Uncategorized Transaction Scanner
Find transactions touching recognized Uncategorized Income, Expense, Asset, and Ask My Accountant accounts in a supported CSV.
By CleanUp for QuickBooks · Updated
What this scan checks
The scan checks recognized account names in transaction lines. It does not determine the correct replacement account, inspect receipts, or include bank-feed items that have not been posted. Custom or localized account names may not match.
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.