Free QuickBooks® Tools for Small Business Owners
Free tools for QuickBooks® users: books health score, cleanup cost estimator, month-end and year-end checklists, and a chart of accounts builder.
Free, practical tools for U.S. small businesses that keep their books in QuickBooks® Online or Desktop. Check how healthy your books are, size a cleanup, build a starter chart of accounts, or work through a month-end or year-end checklist. Every tool is free to use, with no sign-up and no email required.
The tools are planning aids. They aren't quotes, audits or financial advice. When you want a person to look at your file, book a free consult. We work remotely with small businesses across the United States.
Which free tool should I start with?
Not sure how messy your books are? Start with the Books Health Score.
Know you need a cleanup and want a cost range? Use the Cleanup Cost Estimator.
Not sure if you need cleanup, catch-up or monthly help? Try the Cleanup Scope Wizard.
Setting up a new or rebuilt QuickBooks file? Use the Chart of Accounts Builder.
Want a repeatable close routine? Use the Month-End Close Checklist every month.
Free QuickBooks Health Check: Books Health Score
Answer a short set of questions about your books and get a 0–100 snapshot of where your QuickBooks® file stands. It flags common gaps, such as uncategorized transactions, unreconciled accounts and balance sheet items that look off, and suggests a next step. It's a quick diagnostic, not a full file review or audit.
Take the free Books Health Score →
Cleanup Cost Estimator for QuickBooks Users
Pick a few details about your books, like how far behind they are and how complex the file is, and see a starting estimate based on our published prices. It helps you plan before you talk to anyone. The estimate is free and non-binding. Final scope and price are confirmed on a free consult before any paid work.
Use the free Cleanup Cost Estimator →
Cleanup Scope Wizard for QuickBooks Users
Not sure whether your file needs a cleanup, a catch-up or just monthly bookkeeping? The Scope Wizard asks a few questions and compares those paths side by side, then suggests a starting package. It's a suggestion, not a quote. Bring the result to your consult.
Try the free Cleanup Scope Wizard →
QuickBooks Chart of Accounts Template Builder
Choose your industry and answer a few questions about your business, and the builder drafts a starter chart of accounts you can use as a template for QuickBooks®. It's useful when you're setting up a new file or rebuilding a cluttered one. Treat it as a starting point and have your bookkeeper or accountant review it before you use it.
Build your free starter chart of accounts →
QuickBooks Month-End Close Checklist
Twelve month-end close steps for QuickBooks® users, from reconciling bank and credit card accounts to setting a closing date and backing up reports. Check items off as you go. Your progress saves in your browser on this device, so you can pick up where you left off.
Open the free Month-End Close Checklist →
Trucking Bookkeeping Cleanup Checklist
A 10-step cleanup checklist for owner-operators and small fleets that use QuickBooks®. It covers fuel and toll feeds, owner draws, settlements and factoring lines. Work it top to bottom to get your bank balances and your books telling the same story again.
Open the free Trucking Bookkeeping Cleanup Checklist →
Cash Flow Runway Calculator
Enter cash on hand, money coming in, and monthly expenses to estimate runway and a 12-month cash balance. Estimate only.
Open the Cash Flow Runway Calculator
Bank Reconciliation Difference Finder
Reconciliation won't balance? Enter your bank statement balance, book balance, deposits in transit and outstanding checks to find the difference and see where to look.
Open the Bank Reconciliation Difference Finder
QuickBooks® Desktop to Online Move Planner
Still on QuickBooks® Desktop? Pick your edition and the features you use to get a review checklist and a dated week-by-week plan for moving to QuickBooks® Online.
Open the Desktop to Online Move Planner
QuickBooks® Year-End Close Countdown
Enter your fiscal year-end, tick what's done, and get a dated countdown plus a report list.
Open the Year-End Close Countdown
Free bank file tools
Working from a bank or card CSV? Use the Bank Statement to QuickBooks® Online CSV Tool to reshape it for upload, the Duplicate Transaction Finder to review possible repeats, or the Bank Transaction Categorizer to sort lines into your own categories.
Looking for templates too? Browse the free bookkeeping templates, including an invoice, profit and loss, and balance sheet.
Planning your year-end close? Work through the free Year-End QuickBooks® Checklist.
When you want help with your books
The tools show you where things stand. If you want us to do the work, here are our services and published prices. Final scope is confirmed on a free consult.
Cleanup for QuickBooks Users: $1,999 fixed, one-time
Catch-up Bookkeeping: from $799.99, one-time
Monthly Bookkeeping: $499/mo
Support for QuickBooks Users: $149.99/mo
See all plans and pricing.
Free QuickBooks tools: FAQ
Are these QuickBooks tools really free?
Yes. Every tool on this page is free to use, with no sign-up and no email required. If you want help afterward, you can book a free consult. There's no obligation.
Do the tools connect to my QuickBooks file?
No. You answer questions, choose options or tick boxes, and the tool shows a result on the page. None of the tools sign in to your QuickBooks® account.
Is a tool result a quote?
No. Tool results are general starting points, not quotes, audits or financial advice. We confirm scope and price on a free consult before any paid work.
Do the tools work for QuickBooks Desktop and QuickBooks Online?
The checklists and the Health Score cover bookkeeping steps that apply to both. Menu names and screens differ between QuickBooks® Online and Desktop, so the exact clicks may not match your version.
Are you part of Intuit?
No. LiveFixPro Bookkeeping & Accounting Services, LLC is an independent bookkeeping firm. We're not part of Intuit and not endorsed by Intuit.
Bookkeeping and support for QuickBooks users only. We do not prepare or file taxes.
QuickBooks® is a registered trademark of Intuit Inc. LiveFixPro is independent and not endorsed by Intuit.
Mailing address: 701 Tillery Street Unit 12-1904, Austin, Texas 78702, United States
Get in touch
Bookkeeping Services FAQs
What are bookkeeping services for small businesses?
Bookkeeping services keep your day-to-day financial records accurate—categorizing transactions, reconciling accounts, and preparing clean books so you can see cash flow and make decisions with confidence.
Who is this for?
U.S. small businesses that want reliable monthly bookkeeping and clear books without hiring a full-time in-house bookkeeper. Deep QuickBooks cleanup is available separately when your books need a catch-up.
What’s included in monthly bookkeeping?
Transaction categorization, bank and credit-card reconciliation, and organized books ready for review.
How is pricing structured?
Monthly Bookkeeping is $499/mo, Support for QuickBooks Users is $149.99/mo, Cleanup for QuickBooks Users is $1,999 fixed one-time, and Catch-up Bookkeeping starts from $799.99 one-time. Final scope is confirmed on a free consultation.
Do you use QuickBooks?
Yes—work is for QuickBooks® users. Cleanup and ongoing bookkeeping can connect to your QuickBooks Online file when that is the right fit. LiveFixPro is independent and not endorsed by Intuit Inc.
How do we get started?
Book a free consultation on our calendar. We’ll confirm scope, access needs, and the right package before work begins: Book a free consultation
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. used with permission under the QuickBooks ProAdvisor Agreement.