These two tools exist because owners arrive with two different worries, and the honest answer to each starts in a different place. Neither tool sells you anything or asks you to sign up — both are a few minutes of your own answers, read back plainly. This page just points you at the right one.
Which tool answers which question
The choice is not about how much you know about accounting; it is about which question is actually on your mind. A worry about whether the numbers can be trusted is a health question. A plan to move QuickBooks products or platforms is a readiness question. The figure below routes each worry to the tool built for it.
Which tool answers which question
Is my file healthy? Run the bookkeeping health score
If the worry is that the numbers might be wrong — reports that look off, accounts you're not sure were ever reconciled, a nagging sense the books have drifted — that is a health question, and the bookkeeping health score is where to start. It walks through five checks a senior specialist runs first: whether your bank and credit-card accounts are reconciled, whether the books are current, whether Opening Balance Equity is zero, whether Undeposited Funds is clear, and whether your Profit & Loss and Balance Sheet look right to you.
You answer each with Yes, No, or Not sure, and the tool reads back how many of the five checks pass. Most passing means you likely just want a second set of eyes; several off usually points to a cleanup or a catch-up. Either way it is a read on your books, not a verdict — the tool is telling you where to look, not what to do.
Am I ready to migrate? Run the readiness assessment
If instead you're planning to move — off QuickBooks Desktop, onto QuickBooks Online, or between products — the question changes from "is it right?" to "will it move cleanly?", and the migration readiness assessment answers that one. Its five questions cover what a specialist confirms before touching a file: whether it's reconciled and current, whether the reports look right, whether you've decided how much history to carry, whether your lists are free of clutter, and whether you know if payroll, inventory, and add-ons will carry over.
The result reads back how many of the five you can answer Yes. A file that scores well is likely set to move; several gaps mean there's prep to do first, and that prep is exactly what a review scopes. Reconciled, current books tend to migrate predictably; ones that aren't carry their gaps into the new file — which is why health and readiness so often turn out to be the same work in a different order.
What both tools share
The two tools are built the same way on purpose. Each is exactly five questions, each computes its result in your browser from your own answers, and neither stores or sends anything unless you choose to book a free review afterward. Rough answers are fine, and "Not sure" is treated honestly as a check that isn't confirmed rather than a quiet pass — because not knowing whether an account is reconciled, or whether a feature carries over, is itself a common sign that a closer look would help. What neither tool is, is a diagnosis: they count what you tell them, and no more.
When a self-check isn't enough
A self-check is honest about its own limits. It can tell you that something looks off, but it cannot open your file and prove what is actually wrong or what will actually move. That is what the free QuickBooks review does — a read-only look at your real file that turns a rough score into written findings, following the same look-before-we-quote discipline described in our methodology. If you'd rather browse the full library of guides, checklists, and references first, the resources hub is the place to start. Whichever tool you run, the next honest step is the same: have someone confirm it, at no cost, before anything in your books changes.