FAQ
What is QBDClarity?
QBDClarity is a forensic health report for QuickBooks Desktop company files. You upload a snapshot of your QBD data and receive a structured report covering bank reconciliation status, open bill aging, class coverage, duplicate contacts, item receipt issues, and account anomalies.
What is a QBD snapshot and how do I create one?
A snapshot is a JSON export of your QBD company file generated by our free QBDSnapshot tool. Download it from thereconciliator.com/migrate/download, run it with QuickBooks Desktop open, and it exports a file called qbdsnapshot.json to your Desktop in 2–5 minutes.
Is my data safe?
Your data is never sent anywhere during snapshot generation — QBDSnapshot runs entirely on your machine. When you upload the snapshot to QBDClarity, it is held in server memory for one hour to generate your report and then discarded. We do not store your company data in any database.
What does the Health Score mean?
The Health Score is a 0–100 summary of your file’s condition. Points are deducted for unreconciled bank accounts, old unpaid bills, low class coverage, item receipt / bill doubling, and high-severity account anomalies. A score of 80+ is healthy. Below 50 indicates issues that need attention before migrating or delivering the file to a new bookkeeper.
What is the Item Receipt warning?
When you create a Bill in QBD for inventory items and also process an Item Receipt for the same vendor on the same date, QBD records the inventory twice — doubling your quantity on hand and creating an Inventory Offset account on the Balance Sheet. The fix is to delete the Item Receipts. The Bills are the correct entries.
How much does a full report cost?
$29 per report during beta. The preview (bank health, bill aging summary, and health score) is always free. The full report unlocks open bill details, all anomalies, class coverage, duplicate contacts, and item receipt warnings.
Can I use this report to prepare for migration to QBO?
Yes — that’s one of its primary use cases. The report surfaces the issues most likely to cause problems during migration: unreconciled accounts, unlinked bill payments, item receipt doubling, and account anomalies. Cleaning these up before migrating produces a much cleaner QBO file.