Is Your QuickBooks Actually Clean?

Paste your Trial Balance and get an instant 100-point health score — no software, no login, no data ever leaves your computer.

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Watch First See how to pull your Trial Balance from QBO (2 min)
How to Export Trial Balance from QuickBooks Online
How to Export Your Trial Balance from QBO

This short video walks you through exporting directly from QuickBooks Online so the data pastes cleanly into the tool below.

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Export Your Trial Balance Follow these steps inside QuickBooks Online
  1. 1
    In QBO, click Reports in the left-hand navigation menu.
  2. 2
    In the search bar at the top of the Reports page, type "Trial Balance" and select it from the results.
  3. 3
    Set the date range — use the most recent full month or your current period end date. Click Run report.
  4. 4
    Click the Export icon (arrow with a line) in the top right and choose Export to Excel (.xlsx).
  5. 5
    Open the downloaded file in Excel or Google Sheets. Select all the data (Ctrl+A / Cmd+A), then copy it (Ctrl+C / Cmd+C).
  6. 6
    Paste directly into the text box below (Step 4). The tool reads tab-separated or comma-separated text — Excel copy/paste works perfectly.
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Select Your Entity Type This helps us apply the right checks for your business structure
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Paste Your Trial Balance Data Copy from Excel or Google Sheets and paste below
Your data never leaves your computer. This tool runs entirely in your browser. Nothing is transmitted, stored, or shared. You can even disconnect from the internet and it still works.
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