Understanding Your Results
After a scan, you'll see a clear breakdown of what needs attention in your books. Here's how to read your results and decide what to fix first.
Your Results at a Glance
When your scan completes, you'll see a summary showing:
- Total issues found: How many problems we detected
- Dollar amount involved: The total value of affected transactions
- Issues by category: Grouped by type (duplicates, uncategorized, etc.)
- Priority level: Which issues need attention first
Priority Levels Explained
We color-code issues so you know what to tackle first:
High Priority (Red)
These issues could affect your taxes, cause compliance problems, or significantly misrepresent your finances. Fix these first.
Examples: Large uncategorized expenses, duplicate payments, unreconciled bank accounts
Medium Priority (Yellow)
These should be addressed soon but aren't urgent. They make your reports less accurate or create extra work later.
Examples: Duplicate vendors, missing vendor info, small categorization issues
Low Priority (Blue)
Nice to clean up when you have time, but won't cause problems if you don't. These are often best-practice suggestions.
Examples: Inactive accounts, old vendor records, minor naming inconsistencies
Viewing Issue Details
Click on any issue to see exactly what's wrong:
- What's the problem?
- A clear explanation of what we found and why it matters
- Which transactions?
- The specific transactions, vendors, or accounts involved
- Dollar amount
- How much money is affected by this issue
- View in QuickBooks
- Direct links to see the actual transactions in your QuickBooks
Fixing Issues
CleanupOwl doesn't just find problems—we help you fix them:
- 1
Choose what to fix
Select the issues you want to address. You can fix them all or pick specific ones.
- 2
Review the suggested fix
We show you exactly what will change before anything happens. No surprises.
- 3
Apply the fix
Click to apply. CleanupOwl guides you through any decisions you need to make.
- 4
Skip if unsure
Not sure about something? Skip it and come back later, or ask your bookkeeper.
You're Always in Control
Every fix requires your approval. We show you exactly what will change, and you decide whether to proceed. You can undo skipped items anytime.
After Fixing Issues
Once you've fixed issues, here's what happens:
- Changes apply to QuickBooks: Your books are updated with the corrections
- Fix history is saved: You can see exactly what was changed and when
- Run another scan: Verify the fixes worked and catch any remaining issues
Viewing Past Scans
All your scan results are saved so you can:
- Go to "My Scans" to see all previous scans
- Compare results over time to track improvement
- Continue fixing issues from where you left off
- View fix history to see all changes made
💡 Tip: Share Results with Your Bookkeeper
Not sure how to handle certain issues? Add your bookkeeper or accountant to your CleanupOwl account. They can review results and help you decide what to fix.
Learn how to add team members