Bookkeeping health score
Your five-question health check
Answer five quick questions about your QuickBooks file and get an honest read on your books — what's likely fine, what points to a cleanup, and what a free review would confirm. It runs entirely in your browser; nothing is saved or sent.
Last reviewed October 2026 by a Certified QuickBooks ProAdvisor
Rough answers are fine. "Not sure" counts honestly as a check that isn't confirmed.
Estimated read
— of 5 clear
Answer the five questions above for an honest read on your books.
Reading it: all clear means the books are probably sound; one or two "no" or "not sure" answers point to a specific fix; three or more usually mean a cleanup. It is a self-check, not an audit.
Why these five
Each question maps to something we check first. Unreconciled accounts mean reports don't rest on real cash. A non-zero Opening Balance Equity balance means setup or an import left value parked in a temporary account. A stuck Undeposited Funds balance means deposits were recorded but never cleared to the bank. Books that aren't current, or reports that don't look right, usually mean a cleanup or catch-up is due. This is one of our free interactive tools — the others give the same honest read on migration readiness and cost.
It's a self-check, not a diagnosis. It counts your own answers to five questions we would ask first. A free view-only review is what actually confirms the state of your file.
No. The score is computed in your browser from your answers. Nothing is stored, and nothing is sent anywhere unless you choose to book a free review afterward.
If most checks are off, a cleanup is likely — a free review scopes it. If they pass, you probably just want a second set of eyes. Either way the review is free and view-only.
Answer "Not sure" — the score treats it honestly as a check that isn't confirmed. Not knowing whether an account is reconciled is itself a common sign a cleanup would help.