Ledger OpticsGuides
Practical cleanup methods for Xero and QuickBooks files, written method-first — each guide teaches the full manual process before mentioning the app.
A practical guide to cleaning up a messy Xero file
Transaction coding, tax codes and tracking categories in an inherited Xero file — the by-hand method, then the faster way.
Fixing miscoded expenses in QuickBooks Online
Finding and repairing inconsistent expense coding in QBO, including Reclassify Transactions and what it can't do.
What is transaction miscoding?
Why miscoding accumulates in every ledger, how to find it manually, and how peer-comparison detection works.
Chart of accounts granularity: how many accounts is too many?
Three failure modes — too coarse, too fine, overlapping — with a practical test for each.
Ledger Optics vs Xero Find & Recode: which one, when?
An honest comparison — including the cases where Find & Recode is the better choice.