QUICKBOOKS ONLINE

QuickBooks Online is our preferred accounting software provider. It allows you to have 24/7 access to your financials from anywhere. 

It also allows seamless integration with many popular services such as ADP, Gusto, Patriot, and Bill.com   

Our experts can help you with set up or if needed, conversion  from QuickBooks Desktop to QuickBooks Online.   

We can also review your current chart of accounts, vendor lists, and customer lists.   

Setup - If you currently are not on QuickBooks Online, we can assist with the complete setup process, including setting up bank/credit card accounts for automatic bank feeds, helping you set up a chart of accounts that will best fit your business, and advise on the best subscription level for your business needs.

Record & Categorize Transactions - We recommend recording and categorizing transactions monthly but understand that sometimes things get away from you. It's vital to categorize each transaction into the correct account so that a business knows where the money is coming from and going to. If you need assistance with downloading bank/credit card transactions and recording those transactions, please give us a call!

Training - Having 24/7 access to your financials won't mean much if you do not know how to navigate the software. We can provide an initial basic training so you can navigate your QuickBooks Online account. We can provide you with a Quick Start Guide to help you obtain the details you need without having to worry about learning a new accounting system.