Invoice AuditorRead-only books-integrity agent for QuickBooks
Clean Your QuickBooks File Before You Migrate It
A move is the cheapest moment to clean. Before a QuickBooks file changes hands, a free, read-only AI agent reads the last 12 months and flags what shouldn't make the trip — duplicate bills, double payments hiding across records, and missing information — so the mess doesn't migrate with it.
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Why a migration is the moment to check the books
QuickBooks Online Accountant retires at the end of 2026, and firms are already starting to touch every client file and move it. Moving house works the same way: you carry your clutter with you unless you clean before you pack. A migration is the rare, calendar-driven moment when 'is this file clean?' becomes an urgent question with a date attached. The same problems that lived in the books quietly for years will copy straight into the new system as if they were real — unless someone surfaces them first, while it's still easy to fix.
What the agent flags before the move
Connect QuickBooks Online read-only and the AI agent reads the last 12 months, then flags what shouldn't carry over. It surfaces duplicate bills, double payments hiding across different record types — the same payment recorded once by hand and again from the bank feed — unused vendor credits sitting on the aging report, and missing vendor information that will only get harder to chase after the move. Each item is laid out as Clear or Review with the evidence behind it, plus a Books Integrity Score on top. The agent never touches your books.
A concrete example
On one connected file, the agent flagged $1,250 in potential duplicate payments before the move — the same amount paid to Northwind Traders recorded twice, once as a hand-entered bill and once pulled in from the bank feed. Left alone, that $1,250 would have quietly migrated into the new books as if it were real spend, distorting the opening balances from day one. The agent presented it as a pair for review — vendor, amount, and date side by side — so the bookkeeper could resolve it in seconds. This figure is illustrative; your file is its own story.
How it fits a migration checklist
Run the pre-migration check on a file the moment it's queued to move, and you get a one-page readiness view: duplicate bills, double payments, unused credits, and missing info, each marked Clear or Review, with the open-items line on top. For a bookkeeper, AP team, or QuickBooks ProAdvisor working through a list of client files this year, it's a fast, repeatable step that catches the problems worth resolving before they become next year's problem in a brand-new system. Resolve it now, and it never makes the trip.
Read-only, free, and built for the people doing the moving
The agent connects through the official QuickBooks Online authorization in read-only mode — it reads to flag potential issues and never writes, edits, or deletes anything. We never touch your books; the agent flags, you decide. It's built for the people actually running migrations this year: bookkeepers, accounts-payable teams, fractional controllers, QuickBooks ProAdvisors, CPA firms, and nonprofits. Free to use, no credit card required. Sign in with Google, connect QuickBooks read-only, and the readiness check is ready in about two minutes.
Find it in your books
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Start free scan See a sample report →Frequently asked
How do I check a QuickBooks file is clean before migrating it?
Run a read-only pre-migration check that reads the last 12 months and flags what shouldn't carry over. Connect QuickBooks Online to the free AI agent in read-only mode, and it surfaces duplicate bills, double payments hiding across record types, unused vendor credits, and missing information — each marked Clear or Review with the evidence behind it — in about two minutes. You resolve the flagged items before the move so they don't migrate into the new books as if they were real.
Why clean QuickBooks before migration instead of after?
Because a move is the cheapest moment to clean — anything you leave behind copies straight into the new system as if it were real. Duplicate payments, stranded credits, and missing vendor details are far easier to resolve in the file you already know than in a fresh system where they look like legitimate opening data. Surfacing them before the move means they never become a harder problem in the new books later.
Is it safe to connect a client's QuickBooks for a pre-migration check?
Yes — the agent connects read-only through the official QuickBooks Online authorization and never writes, edits, or deletes anything. It reads the ledger to flag potential issues for your review and nothing more. We never touch your books; the agent surfaces what deserves a second look, and the bookkeeper decides what to resolve before the move.
What does a QuickBooks pre-migration check cost?
It's free to use, with no credit card required. Sign in with Google, connect QuickBooks Online in read-only mode, and the agent reads the last 12 months and returns a migration-readiness view — duplicate bills, double payments, unused credits, and missing info, each marked Clear or Review — in about two minutes.
What does the agent flag that QuickBooks itself won't surface before a migration?
It surfaces problems that span records or hide in the detail, which a per-record view misses. That includes the same payment recorded once as a hand-entered bill and again from the bank feed, vendor credits that were issued but never applied, and missing vendor information — alongside a Books Integrity Score so you can see the file's overall readiness at a glance. Each finding is presented for your review, not as a verdict.
Does the QBO Accountant sunset in 2026 mean I have to migrate client files?
QuickBooks Online Accountant retires at the end of 2026 and firms are already moving client files, so most bookkeepers will touch every file this year. That makes it the natural moment to run a pre-migration check on each file as it's queued, so duplicates, double payments, and missing info get resolved in the old file rather than carried into the new system. The agent makes that a fast, repeatable step across a whole client list.