It is a review of your books — the reconciliations, the balance sheet, the accounts where problems collect — by an independent specialist, not Intuit, and not a review of the QuickBooks software or your subscription. It is view-only — a screen-share you control, or a reports-only user — and nothing in your file changes. Questions about the product itself go to Intuit from inside QuickBooks.
Free QuickBooks review
A specialist reads your file. Free.
Tell us a little about your books. You get a written reply within one business day that sets up a view-only review of your QuickBooks file; after the review, a specialist sends back a plain-language health check — what's wrong, what it takes to fix, and a fixed-scope quote. No obligation either way.
Last reviewed October 2026 by a Certified QuickBooks ProAdvisor
Received
A written reply within one business day to set up your view-only review.
Would you rather talk it through first? Book a call — same specialist, no form.
- View-only — we change nothing
- One specialist — never a rotating pool
- Findings in writing, yours either way
What we look at
The review is a read of the file itself, not a questionnaire. On a screen-share you control, or through a reports-only user, a specialist looks at your QuickBooks view-only and checks the things that decide whether the numbers can be trusted:
- Whether every bank, card and loan account actually reconciles to its statement, or only appears to.
- Whether Opening Balance Equity still carries a balance it should never have.
- Whether Undeposited Funds has grown into deposits that never cleared.
- How transactions are categorized, and whether the chart of accounts is readable or has sprawled.
- Whether any prior period would move if the obvious corrections were made.
- How far behind the file is, and whether the gap is a cleanup, a catch-up, or both.
What you leave with
Free review findings — sample
| Check | Found | Clean threshold |
|---|---|---|
| Accounts reconciled to the statement Reports › Reconciliation reports · screen-share | 2 of 5 | 5 of 5, each through its last statement |
| Unreconciled difference, operating account Reconcile › the account's difference · screen-share | $3,412.18 | $0.00 unexplained |
| Opening Balance Equity Balance Sheet › Opening Balance Equity | $18,940.00 | $0.00, or each amount explained in writing |
| Undeposited Funds (oldest item March 2025) Balance Sheet › Undeposited Funds | $6,215.40 | Only receipts still awaiting deposit |
| Uncategorized and Ask My Accountant lines Profit and Loss › Uncategorized, Ask My Accountant | 214 | 0 |
| Likely duplicate bank-feed pairs (unconfirmed) Banking › the account register · screen-share | 37 | 0 confirmed duplicates |
- F1Observation: checking was last reconciled in April, and a $3,412.18 difference opens in May. Likely cause: a reconciled deposit edited in May. Evidence needed: the Reconcile Discrepancy report and the May statement. Proposed action: reconcile checking January to December, then savings and the card account.
- F2Observation: $18,940.00 in Opening Balance Equity. Likely cause: the opening bank balance entered twice. Evidence needed: the opening entries and the first bank statement. Proposed action: move each amount to the account it belongs in, with that evidence.
- F3Observation: $6,215.40 in Undeposited Funds, the oldest from March. Likely cause: payments never grouped into the deposits that cleared. Evidence needed: the bank's deposit lines and the receipts behind them. Proposed action: group them into the matching deposits, leaving only receipts still awaiting deposit.
- F4Observation: 214 lines in Uncategorized and Ask My Accountant. Likely cause: no bank rules for recurring charges. Evidence needed: the statements and receipts. Proposed action: recode the lines and set bank rules so they stop landing there.
- F5Observation: 37 likely duplicate pairs — unconfirmed. Likely cause: a bank feed reconnected and downloaded again. Evidence needed: the statement line for each pair. Proposed action: delete only the copies the statement shows once.
- F6Scope that follows: a cleanup of 12 months across 5 accounts, as a fixed fee in writing.
A plain-language health check in writing, and it is yours whether or not you hire us: what is wrong, what it would take to fix, which service that actually is, and a fixed-scope quote. If the honest answer is that your file is fine, or that the fix is an afternoon's work you can do yourself, that is what the health check says.
How the review sees your file
The free review is view-only: we look at your books with you on a screen-share you control, or through a reports-only user if your QuickBooks Online plan has one. It never gives us edit access. If you approve paid work, your QuickBooks admin invites our accountant user and can remove it at any time. On QuickBooks Desktop, the review is a screen-share you control or a copy of the file.
Intuit lists reports-only users on QuickBooks Online Plus and Advanced, and not on Simple Start or Essentials (Intuit, "Learn about usage limits", checked October 2026), so on those plans the review is a screen-share. The written reply tells you which applies to your file before anything is shared.
What this is not
It is not a sales call, and it is not tax advice. Nothing in your file changes: the review is view-only, and we do not ask for your bank logins at any point. There is no obligation to hire us afterwards, and no follow-up sequence if you don't.
What the review is, and isn't
What happens next
Four steps, nothing changed without you
Send the form
Today
Five quick fields — rough answers are fine.
We reply in writing
Within 1 business day
The reply sets up your view-only review — a screen-share you control, or a reports-only user. Business days are Monday to Saturday.
The view-only review
Scheduled with you
We read the file and statements. Nothing in your books is changed.
Your health check
In writing
What's wrong, what it takes to fix, and a fixed-scope quote — yours either way.
How the review is written up
Who’s responsible for your file
A Certified QuickBooks ProAdvisor handles your file from the review through the corrections to the hand-back — the same person throughout, never a rotating pool.
About QBSpecialistView-only until you approve a scope
We look; we change nothing. Access is revocable by you at any time.
Response commitment
A written reply within one business day. Business days are Monday to Saturday.
Our methodology
Every account tied to the statement. Read exactly how.
Read the full method
Questions about the free review
What do you need from me?
Only the form to start. The written reply, within one business day, sets up the view-only review — a screen-share you control, or a reports-only user if your QuickBooks Online plan has one. Recent bank and credit-card statements help if you have them handy. That's enough for an honest read.
Will you change anything in my file?
No. The review is view-only. Nothing in your books changes unless you later approve a fixed scope of work.
Is it really free — what's the catch?
It's free because it's how we scope. You get the findings and the quote in writing either way; whether you hire us, do it yourself, or do nothing is up to you.
QuickBooks Online or Desktop?
Both. The free review is view-only: we look at your books with you on a screen-share you control, or through a reports-only user if your QuickBooks Online plan has one. It never gives us edit access. If you approve paid work, your QuickBooks admin invites our accountant user and can remove it at any time. On QuickBooks Desktop, the review is a screen-share you control or a copy of the file.
Does Saturday count as a business day for the reply?
Yes. Business days are Monday to Saturday. They are the days the phone line is open, 8am to 6pm Central.