IRS Compliance & PenaltiesAnswered

Why won't my CPA accept my QuickBooks books at year-end without redoing them?

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aisha_d92bnew member
May 11, 2026 567 views 1 answer
bookkeepingCPAQuickBooksaudit trail

I've been using QuickBooks all year with auto-sync from Mercury and Stripe. The books look clean to me. But my CPA wants raw bank CSVs and is essentially redoing the classification work. Is this just my CPA being overcautious, or is there a real reason they can't accept pre-categorized books?

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