QuickBooks & Software Support
Get expert help with QuickBooks setup, training, migration, and troubleshooting from a certified QuickBooks ProAdvisor with over a decade of experience supporting service-based businesses. We support QuickBooks Online, Desktop, Xero, FreshBooks, and more.
Whether you are starting from scratch, cleaning up someone else's mess, or migrating between platforms, we have seen it all and we know how to fix it.
Get Software HelpWhen You Need Software Help
These are the situations that bring most clients to us. If any of these sound like you, we can help.
You just started your business and need QuickBooks set up correctly from day one
Starting with a clean, properly configured file saves you hundreds of hours and thousands of dollars down the road. We set it up right so you never have to redo it.
You've been using Desktop for years and Intuit is forcing you to migrate to Online
Intuit is sunsetting Desktop products and pushing everyone to the cloud. This migration is not as simple as clicking a button. We handle the transition so nothing falls through the cracks.
Your bank feeds stopped importing and you don't know why
Bank feed issues are one of the most common QuickBooks problems. Sometimes it is a connection timeout, sometimes your bank changed their authentication, and sometimes QuickBooks just needs a reset. We diagnose and fix it fast.
Your previous bookkeeper set things up wrong and your reports are unreliable
This is more common than you would think. Incorrect chart of accounts, misclassified transactions, and broken reconciliations make your financial data useless. We untangle the mess and rebuild your file so you can trust your numbers again.
Software Support Services
Whether you're just getting started or need help with an existing setup, we've got you covered.
QuickBooks Setup
A proper QuickBooks setup is the foundation of reliable financial data. We configure your company profile with the correct entity type, fiscal year, and tax settings. We build a chart of accounts tailored to your specific industry rather than using the generic default. We connect your bank accounts and credit cards for automatic transaction importing, set up class and location tracking if your business needs it, design professional invoice templates with your branding, and configure payment processing so your clients can pay you directly from invoices.
One-on-One Training
Our training sessions are customized to how you actually use QuickBooks in your daily operations. We cover invoicing, expense tracking, bank reconciliation, and reporting based on what matters most to your business. Sessions are conducted via screen share so we can walk through your actual data together, and we provide follow-up notes so you have a reference after the call. Most business owners feel confident managing their own day-to-day bookkeeping after just two or three sessions.
Software Migration
Moving between accounting platforms requires careful planning to avoid data loss. We start by auditing your current file to identify what will transfer cleanly and what needs manual attention. We handle the export, conversion, and import of your chart of accounts, customer and vendor lists, open invoices, and historical transactions. After migration, we verify account balances, reconcile bank accounts, and ensure your reports match before and after the move.
Troubleshooting
When something breaks in your accounting software, it can bring your whole workflow to a halt. We troubleshoot bank feed disconnections, duplicate transactions, sync errors with third-party apps, reconciliation discrepancies, and performance issues. We identify the root cause rather than just treating symptoms, and we document what went wrong so you can avoid the same issue in the future.
Customization
Customize your chart of accounts, invoice templates, and reports to match your business needs. We tailor your QuickBooks environment so it reflects how your business actually operates rather than forcing you into a generic template.
App Integration
Connect your accounting software with payment processors, CRM, and other business tools. We ensure data flows correctly between systems so you are not manually entering the same information in multiple places.
Report Setup
Create custom reports that give you the financial insights you need to run your business. We build profit and loss reports by service line, job costing summaries, and cash flow projections so you always know where your money is going.
Ongoing Support
Have a question? Need quick help? We're here for you with responsive support when you need it. Our clients reach out for everything from quick categorization questions to help preparing reports for their CPA at tax time.
Platforms We Support
We're experts in the most popular accounting software for service businesses. Learn more about our expertise.
QuickBooks Online
Our primary platform and the best choice for most service businesses. Cloud-based so you can access it from anywhere. Available in Simple Start, Essentials, Plus, and Advanced tiers. Best for businesses that want real-time collaboration with their bookkeeper and automatic bank feed imports.
QuickBooks Desktop
Full support for Desktop Pro, Premier, and Enterprise. Desktop offers more robust reporting and inventory features than Online. Best for businesses with complex inventory needs, manufacturing operations, or those who prefer local data storage. We also help with the transition as Intuit phases out Desktop products.
Xero
A powerful cloud-based platform popular with service businesses and consultants. Xero excels at invoicing, bank reconciliation, and has a clean user interface that many business owners find intuitive. Best for businesses that want unlimited users included in every plan and strong multi-currency support.
FreshBooks
Great for freelancers and service businesses that need simple, straightforward invoicing and time tracking. FreshBooks is the easiest platform to learn and is best for solo operators or very small teams who primarily need to send invoices, track expenses, and run basic financial reports.
Using something else? Contact us to discuss compatibility and options.
QuickBooks Desktop to Online Migration
Intuit is phasing out QuickBooks Desktop, and many businesses need to move to QuickBooks Online. Here is what you need to know before making the switch.
What Transfers Automatically
What Does NOT Transfer
Typical Migration Timeline
Pre-Migration Audit (Day 1-2)
We review your Desktop file, reconcile all accounts, clean up any outstanding issues, and create a complete backup. This ensures the cleanest possible starting point.
Data Migration (Day 3-5)
We run the migration tool, verify all data transferred correctly, and manually move anything that did not convert automatically. We compare balance sheets and P&L reports line by line.
Configuration and Testing (Day 5-7)
We reconnect bank feeds, rebuild invoice templates, set up recurring transactions, configure user permissions, and test all integrations with third-party apps.
Training and Handoff (Day 7-10)
We walk you through the new QuickBooks Online interface, show you where everything lives, and make sure you are comfortable with the new workflow before we hand it off.
What to Watch Out For
- !Do not enter any new transactions in Desktop after the migration starts. This creates data conflicts that are very difficult to resolve.
- !QuickBooks Online handles inventory differently than Desktop. If you rely heavily on inventory tracking, we need to plan this part of the migration carefully.
- !Some Desktop features do not exist in Online. We will identify these gaps before you commit to the migration and find workarounds where possible.
- !If your Desktop file is very large (over 350,000 transactions), the migration tool may time out. We have strategies for handling large file conversions.
Common Issues We Solve
Sound familiar? We can fix it.
"I don't know how to set up QuickBooks correctly"
We'll set up your company file, chart of accounts, and preferences properly from day one. This includes configuring your tax settings, connecting your bank accounts, building invoice templates, and setting up any tracking categories your business needs. A proper setup takes two to four hours and saves you from months of headaches later.
"My bank transactions aren't importing"
Bank feed issues can be caused by expired credentials, changes to your bank's security protocols, duplicate account connections, or QuickBooks server outages. We diagnose the specific cause, re-establish the connection, and backfill any missing transactions so your records stay complete.
"I need to switch from Desktop to Online"
We handle the entire migration process from pre-migration cleanup through post-migration verification. We make sure your account balances match, your bank feeds are reconnected, and your team is trained on the new interface before we consider the project complete.
"My reports don't make sense"
Inaccurate reports usually trace back to miscategorized transactions, incomplete reconciliations, or a chart of accounts that does not match your business structure. We audit your data, fix the underlying issues, and set up custom reports that actually reflect your business performance.
"I can't figure out how to categorize transactions"
We'll teach you the right way to categorize transactions for your industry. We set up bank rules to automatically categorize recurring transactions and create a simple reference guide for the categories you use most often so you always know where things should go.
"QuickBooks is running slow"
We'll optimize your file, clean up old data, condense historical transactions, and remove unnecessary list entries that are slowing things down. For Desktop users, this can also involve file verification, rebuilds, and database optimization.
"My chart of accounts is a mess"
A bloated or disorganized chart of accounts makes every report unreliable. We merge duplicate accounts, reclassify transactions that were posted to the wrong accounts, remove unused accounts, and restructure everything to align with your industry standards and your CPA's expectations.
"I have years of uncategorized transactions"
This is a common problem and one we solve regularly through our catch-up bookkeeping service. We work through your backlog systematically, categorize everything correctly, reconcile your accounts, and get your books current so you have accurate financial data going forward.
"My payroll isn't integrating correctly"
Payroll integration issues can cause your labor expenses, tax liabilities, and bank balances to be wrong. We verify your payroll mapping, fix any journal entry discrepancies, ensure taxes are posting to the correct liability accounts, and test the integration to confirm everything syncs properly going forward.
Support Pricing
Flexible options to fit your needs.
Hourly Support
$75/hr
Perfect for one-off questions or small projects.
- Troubleshooting and quick fixes
- Bank feed reconnection
- Report customization
- App integration help
- One-hour minimum per session
Setup Package
$500-$1,500
Complete setup with training and customization.
- Company file creation and configuration
- Industry-specific chart of accounts
- Bank and credit card connections
- Invoice template and payment setup
- Two hours of one-on-one training
- 30 days of follow-up support
Migration
$800-$2,500
Full platform migration with data transfer.
- Pre-migration file audit and cleanup
- Complete data export and import
- Balance verification and reconciliation
- Bank feed and integration reconnection
- Team training on new platform
- 60 days of post-migration support
Note: Software support is often included with our monthly bookkeeping service. Contact us to learn more.
Frequently Asked Questions
Answers to the questions we hear most often about our software support services.
Need Software Help?
Stop struggling with your accounting software. Let's get you set up and trained properly.