Frequently asked questions
Everything you need to know about catching up your books.
Getting Started
Do I need QuickBooks Online?▾
Yes — we work with QuickBooks Online (QBO) specifically. We connect via Intuit's official OAuth or you can invite us as an accountant user. Xero and other platforms coming soon.
What if I don't have QuickBooks yet?▾
We can help you set up a QBO account as part of the process. We'll import your bank transactions and categorize everything from scratch.
How far behind can I be?▾
We've cleaned up books that were 3+ years behind. Our standard tiers cover 1–24 months. For longer periods, get in touch at support@accountingketchup.com or grab a quote — we'll work out a custom plan.
Do I need to prepare anything before starting?▾
Nope. Just connect your QBO and we handle the rest. If you have any notes or context about unusual transactions, that's helpful but not required.
Pricing & Payment
How does pricing work?▾
Flat rate per month of catch-up. The more months you need cleaned up, the lower the per-month rate. Starting at $99/month for quick jobs, down to $69/month for 13+ months.
Are there any hidden fees?▾
No. The quote you get is the price you pay. No hourly surprises, no scope creep charges, no subscription.
When do I pay?▾
Once you approve your quote, we collect payment and get started. One invoice, one payment — no surprises.
Is this a subscription?▾
No. This is a one-time project. We clean up your books and you're done. If you want ongoing bookkeeping after, check out our Stay Caught Up plan starting at $49/mo.
What if I'm not satisfied?▾
We'll work with you until your books are right. If we can't deliver clean books, you get a full refund.
The Process
How long does it take?▾
Most catch-ups are done in 3–7 business days. Complex jobs (12+ months, high transaction volume, multiple entities) may take up to 10 business days.
Is a real human reviewing my books?▾
Yes. Our AI handles the heavy lifting — categorizing transactions, reconciling accounts, identifying patterns. Then a real human bookkeeper reviews everything before delivery.
Will you change my existing categorizations?▾
We respect your existing work. We'll clean up uncategorized transactions and fix obvious errors, but we won't override intentional categorizations without flagging them first.
What if I have questions during the process?▾
You'll have access to a dashboard showing progress. If we have questions about specific transactions, we'll reach out via the dashboard or email.
Security & Privacy
Is my data secure?▾
Bank-level encryption. We connect via Intuit's official OAuth — no passwords are exchanged. Your data stays in your QBO instance. We don't store transaction data outside of QBO.
Who can see my financial data?▾
Only the AI engine and your assigned reviewer. We don't share your data with third parties. Ever.
Can I revoke access after the job is done?▾
Absolutely. Once we deliver your clean books, you can disconnect us from your QBO instantly. We recommend keeping access for 30 days in case you have follow-up questions.
After Delivery
What do I get when it's done?▾
Clean P&L, balanced Balance Sheet, reconciled bank and credit card accounts, and a summary report of everything we did.
What if I fall behind again?▾
Come back anytime — we'll clean it up again at the same flat rate. Or check out our Stay Caught Up plan for ongoing monthly bookkeeping starting at $49/mo.
Can my CPA access the cleaned-up books?▾
Yes — the books live in your QBO. Your CPA can access them directly, same as always. We just make sure they're clean and accurate.
Will I get in trouble with the IRS if my books are messy?▾
Messy books aren't illegal — but they make tax filing harder, increase your audit risk, and often mean you're overpaying because deductions get missed. The fix is straightforward: catch up your books, then file accurately. We handle the bookkeeping cleanup; your CPA handles the tax filing with clean data.
Can you help with tax prep too?▾
We clean the books — your CPA files the taxes. We deliver CPA-ready financials (clean P&L, balanced Balance Sheet, reconciled accounts) so your accountant can file quickly and accurately. We'll work directly with your CPA if that helps.
Still have questions?
Get a free quote and we'll walk you through everything — or reach out directly.