Lesson series

CLEAN UP YOUR RENTAL BOOKS IN QUICKBOOKS

If your QuickBooks is full of uncategorized transactions, mystery expenses, and “I’ll fix it later” entries, this is your step-by-step cleanup system to make your rental transactions clear, accurate, and CPA-ready.
Write your awesome label here.

If QuickBooks feels like a junk drawer, you’re not alone.

Rental bookkeeping gets messy fast, especially when you have multiple properties, multiple bank accounts, and “just this one time” personal spending.
This course fixes the most common rental-bookkeeping chaos:
  • Uncategorized transactions that never end
  • Owner draws mislabeled as expenses (or vice versa)
  • Repairs mixed with capex/rehab costs
  • Deposits, reimbursements, and transfers creating duplicates
  • No property-level clarity (everything feels like one big blob)
  • Your CPA is asking for reports you don’t trust

Your rentals should run on a dashboard, not vibes.

Your rentals should run on a dashboard,
not vibes.

By the end, you’ll have a repeatable cleanup workflow so you can:
  • Know what each property is actually doing
  • Stop guessing at tax time
  • Hand your CPA clean reports with confidence
  • Make decisions faster (and sleep better)

This is for you if…

This is for you if…

  • You own or manage rentals (LTR / MTR / Multifamily) and use QuickBooks
  • You are an accountant, bookkeeper, CPA or a consultant
  • Your books are “mostly fine” except for the parts that are on fire
  • You want a DIY cleanup the right way (or oversee your bookkeeper better)
  • You want rental-specific structure, not generic small-business bookkeeping


Not a fit if:
You want someone else to do the cleanup for you. (If you do, we can point you to a done-for-you option.)
This is a workflow—not random tips.

What you’ll actually do inside the course

QuickBooks Cleanup Game Plan

(What to fix first so you don’t create new mess)

Uncategorized Transactions

(How to clear them efficiently, not one-by-one forever)

Purchase, Sale, Refinance

(How to record it correctly so you know what your assets are)

Repairs vs Improvements

(How to record it cleanly so your reports make sense)

Transfers, Credit Cards, and Duplicate Transactions

(The #1 reason your numbers look wrong)

Mortgages, Construction Loan, Reimburse Me Stuff

(Clean separation without headaches)

Property-Level Tracking

(So each rental tells the truth)

Tax-Ready Reports

(What to run, what they mean, and what to hand your CPA)

You’ll get templates and tools, not just videos.

Our training is designed to provide the skills in a practical approach. Our students' success is our best asset in showing the quality of our training.

Cleanup checklist (rental-specific)

Step-by-step order to clean QuickBooks fast: bank feeds, uncategorized, duplicates, owner activity, and reports.

Rental Setup Examples Library

See real rental setups inside lessons, accounts, classes, and workflows shown in small, usable pieces.

Vendor Categorization Guide

Real vendor examples are mapped to categories, so you stop guessing, and your reports stop looking random.

Repairs vs Improvements Helper

A plain-english decision guide to keep costs consistent and avoid messy swings in your financial reports.

Duplicates + Transfers Fix Pack

Stop double-counting fast. Resolve bank transfers, card payments, reimbursements, and duplicate payments

Month-End Reporting Routine

Monthly checklist + report guide: reconcile, review, run P&L/Balance Sheet, and spot red flags before they become problems.

What clients and investors say after cleanup

Gita Faust contributed rental and property management expertise to the QuickBooks Advanced Certification curriculum.
I finally trust my P&L. I didn’t realize one property was quietly draining cash

Randy Johnson

Tax time was calmer because I stopped handing my CPA a mystery novel.

John Stafford

Pre Order Coming soon!

For a limited time!

Everything you need to clean up your rental books,
understand what you’re doing, and keep it clean going forward.
Exclusive
Deal Expires in

What’s included (quick list):

  • Lifetime access
  • Step-by-step lessons
  • Templates + checklists
  • Updates as the course evolves
  • Start today. Even 30 minutes will move the mess.

Frequently Asked Questions for
Clean Up Your Rental Books in QuickBooks

What is QuickBooks Cleanup?

It's fixing errors, reconciling accounts, correcting categorization, clearing A/R & A/P, and organizing data for accurate reporting.

Do I need to start on January 1 to do this?

Nope. You can start mid-year or even years behind. We’ll clean what’s there and get you back to a system that stays clean.

Do I need accounting and bookkeeping experience?

You should have a basic knowledge of bookkeeping and QuickBooks to use this course. 

How long will this take?

Depends on volume and mess level. Most people see progress in the first session, then chip away using the roadmap instead of guessing.

Will this work if I use a property manager?

Yes. This helps you record what is actually happening on your bank/credit card accounts and keep your books clean, even if your PM issues statements separately.

I already have a bookkeeper. Should I still take this?

Yes, this is perfect for reviewing their work, setting rules, and ensuring your books reflect how you want to see your business.

Does this cover bank and credit card reconciliations?

Yes. You’ll learn why reconciling matters, how to do it, and how to spot the most common mistakes.

What about AppFolio, Buildium, Rentvine, or RentRedi?

We cover how to handle common inflows/outflows and mapping concepts in QuickBooks. Each platform exports differently, but the cleanup logic stays the same.

What if I’m mixing business and personal spending right now?

You are not alone. We’ll cover a clean method to separate it, record reimbursements, and ensure your reports are accurate.

Do I get support if I have questions?

If you enroll in DIY + Support, you'll have access to a private community so you can ask questions as you clean up.

Ready to make your rental numbers real?

Your books don’t need to be perfect.
They just need to be clean enough to trust.
Easy as one, two, three

Choose your plan

     Deal Expires in

DIY: Do it Yourself

$997 $1,500
Clean it yourself with a proven workflow.
  • Step-by-step lessons
  • Templates + checklists
  • Join our private community
  • Rental + business-friendly structure

DIY + Support

$2,497 $3308
Complete the cleanup with help when you need it.
  • Everything in DIY
  • 5 hour zoom meetings
  • For 30 days email support 
  • Answers to “am I doing this right?”

Done For You Cleanup

Book a Call
We clean it up and hand you clear reports.
  • Cleanup + Fixes
  • Clean reporting setup
  • We get your books tax-ready
  • Handoff plan to keep it clean

Course Lessons

Created by

Gita Faust

Advanced QuickBooks Certified ProAdvisor with 25+ years of experience, she helps real estate investors and business owners clean up QuickBooks, get tax-ready books, and turn messy numbers into clear decisions, without the overwhelm.