QuickBooks Online cleanup assistant

Find every stuck or double-counted payment hiding in QuickBooks.

LedgerMedic scans every QuickBooks Online company on your Intuit account for four problems: payments stuck in Undeposited Funds, Unapplied Cash Payment Income, deposits that count a payment twice, and credit card payments entered twice. It explains exactly why each one happened and, for the first three, fixes the source transaction itself, never a journal entry that just moves the mess somewhere else. For a card payment entered twice, it shows you which transaction to delete.

Free forever to connect & scan Read-only until you approve a fix No credit card required
Issue inbox 7 found
Stale 30d+ Sample Client LLC Sitting in Undeposited Funds, no deposit $1,675.52
Unapplied cash Riverside Properties No invoice to apply to $400.00
Bad JE fix Maple Grove HOA Journal entry masked the balance $275.00
Locked Oakwood Rentals Already deposited, edit deposit first $150.00
Possible duplicate Birchview Management Same payment entered twice $620.00
Deposit counted twice Hillcrest Dental Payment already in the bank, added again as income $850.00
Card paid twice Business Visa Same payment entered from both feeds $1,200.00
Fix applied QuickBooks updated
The problem

Four ways QuickBooks quietly goes wrong

Each one is easy to create by accident, and each throws off your books until someone goes looking, usually your accountant, usually at the worst time. LedgerMedic checks for all four on every scan.

Undeposited Funds

A customer payment or sales receipt was never grouped into a bank deposit. It sits there quietly, aging, until your bank balance stops matching your books and nobody can figure out why.

LedgerMedic finds it and fixes it: groups it into a real deposit, with a preview first.

Unapplied Cash Payment Income

A customer paid before an invoice existed, or someone tried to "fix" the P&L with a journal entry that moves the balance instead of fixing the actual payment. QuickBooks keeps flagging it either way, because nothing was actually resolved.

LedgerMedic finds it and fixes it: applies the payment to the right invoice or converts it to a sales receipt, with a preview first.

Deposits that count a payment twice

A payment was recorded straight into the bank account, then the bank-feed deposit for the same money was added again as income. The bank balance and your income are both overstated by the deposit amount, and the bank still reconciles, so nobody notices.

LedgerMedic finds it and fixes it: shows the bank balance and income before and after, removes the extra income only after you confirm, and you can undo it.

Read the manual fix, step by step

Credit card payments entered twice

Paying a card from checking shows up in both bank feeds. When each side is added as its own transaction instead of one matched transfer, the payment is counted twice and both the bank and card balances are off by the amount.

LedgerMedic finds it, shows you both transactions and which one to keep, and fixes each pair with one click after you review it. One pair at a time, never in bulk, undoable for 90 days.

Read the manual fix, step by step

LedgerMedic also flags a payment, sales receipt or deposit entered twice as the same transaction, and money posted straight to a bank account instead of through Undeposited Funds. Nothing is ever voided automatically.

How it works

Four steps, in order

Each step depends on the one before it: you can't fix what you haven't scanned, and you can't scan what isn't connected.

1

Connect

Sign in with Intuit and choose one, several, or all of the QuickBooks companies on your account.

2

Scan

We read your payments, sales receipts, deposits, invoices, journal entries, expenses and transfers, read-only, in seconds.

3

See what's wrong

Every issue comes with a plain-English reason. No accounting jargon, no guessing why it's flagged.

4

Fix it, your way

Preview every change before it happens. Apply each fix yourself after the preview. For Undeposited Funds and Unapplied Cash, One-Click mode can apply the safe ones automatically; a deposit counted twice always waits for your confirmation and can be undone. A card payment entered twice is fixed one pair at a time, each with its own click, and can be undone.

Built to be trusted with your books

We fix the source. We never mask the problem.

A journal entry that moves a balance around doesn't resolve anything. QuickBooks still knows the underlying payment is unapplied. LedgerMedic corrects the actual transaction instead, and never touches anything without your say-so.

You set the pace

Detect Only, Suggest Fix, or One-Click: nothing writes to QuickBooks until you're ready for it to.

Preview before anything changes

Every fix shows you exactly what will change before it's written. No surprises in your books.

Full audit trail

Every fix is snapshotted before and after, so you and your accountant can always see exactly what changed and why.

Encrypted, read-only by default

Your QuickBooks connection uses Intuit's own OAuth, and access tokens are encrypted at rest. Scanning never writes anything.

Pricing

Free to see the damage. Pay to put it on autopilot.

Connecting and scanning never requires a card, ever. Upgrade whenever you're ready. Cancel anytime.

Free

Everything you need to find out what's wrong.

$0 / forever
  • Unlimited scanning, every connected company
  • Full issue counts & categories, including deposits counted twice and card payments entered twice
  • Plain-English root-cause explanations
  • Guided fixes with preview & confirm, for Undeposited Funds, Unapplied Cash and deposits counted twice (a lifetime allowance, then Pro)
Start free scan

Accountant

One dashboard across every client's books.

$149 / month
  • Everything in Pro
  • Add every client as a separate connected company, one login
  • Switch company with one click, no per-client fee
  • One subscription, from any company, covers them all
Start free scan

No credit card is collected anywhere on this page. Sign up, connect QuickBooks, and start scanning in under two minutes.

Questions

Everything you were about to ask

LedgerMedic checks every connected company for four problems: payments stuck in Undeposited Funds, Unapplied Cash Payment Income, deposits that count a payment twice (a payment recorded straight into the bank, then added again as income from the bank feed), and credit card payments entered twice (once from the bank feed and once from the card feed). For the first three it can fix the source transaction after you preview and confirm the change. For a credit card payment entered twice it finds the pair and tells you exactly which transaction to delete in QuickBooks, but it does not make that change for you.

Often, yes. When LedgerMedic finds a deposit whose income lines equal a payment (or the exact sum of several payments) already recorded straight into the same bank account within 7 days, it flags the deposit as counted twice and shows the bank balance and income before and after the fix. Nothing changes in QuickBooks until you confirm, and you can undo the repair afterwards. If the match is not clear, for example more than one combination of payments fits or the deposit includes cash back, LedgerMedic flags it for your review and does not offer an automatic fix. Applying the repair is not available in Detect Only mode, and it uses one of your free guided fixes unless you are on a paid plan; undoing it is always allowed.

Yes, one pair at a time, never automatically. LedgerMedic detects it: one payment to a credit card that shows up as two transactions, with the same amount to the cent, dated within 3 days of each other, one on the bank account side and one on the card side. It shows both transactions with their account names and which one to keep, and each pair gets its own Fix button. One click fixes that one pair (usually by deleting the extra expense or credit card credit and keeping the transfer), after you have looked at it. There is no fix-all on purpose, because each fix changes your books, and every fix can be undone for 90 days. A pair with a reconciled transaction, or a transaction that could pair up more than one way, is never fixed by LedgerMedic: you get the manual steps instead.

Intuit only lets a Primary Admin or Company Admin of the QuickBooks company authorise an app connection, so you need to be signed in to Intuit as one of them when you click Connect. If you are an accountant connecting a client's company, the firm's admin (the firm owner) may need to authorise it from the firm's own account. If Intuit shows a permission error, you are not signed in as an admin for that company: ask the company's admin to complete the connection. LedgerMedic never sees your Intuit password.

Yes, connecting QuickBooks and seeing how many issues we find never requires a card, with no limit. Every account also gets a lifetime allowance of free guided fixes; after that, issues stay visible and explained but fix guidance requires a Pro subscription.

Yes. One Intuit account can be linked to several companies, and you choose which ones to connect and scan: one, a few, or all of them.

Not in Detect Only or Suggest Fix mode: every change requires your explicit confirmation. One-Click Fix only auto-applies changes above a confidence threshold you set yourself, and even then, journal-entry reversals always require your approval.

No, never to mask an issue. The only journal-entry action LedgerMedic ever takes is reversing a previous bad journal-entry fix that it flagged, and that always requires your explicit approval first.

Your QuickBooks connection is revoked immediately and we stop syncing new data. You can request full deletion of your account data at any time.

Yes. It flags payments, sales receipts, and deposits that look like the same transaction entered twice, plus money posted straight to a bank account instead of through Undeposited Funds. Nothing is voided automatically, in any mode: you always see both transactions side by side and confirm before either one is removed.

Ready to see what's hiding in your books?

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