Setup & onboarding
A clean chart of accounts, bank feeds, and tax settings configured for your U.S. and Canadian entities from day one.
- Company file & chart of accounts
- Bank & credit card connections
- Sales-tax codes (GST/HST, state)
Services & Support · QuickBooks
QuickBooks Online, done right.
As experienced QuickBooks specialists, we set it up, clean it up, and keep it running — with cross-border settings tuned for both U.S. and Canadian filing.
Experienced QuickBooks team
QuickBooks Online & Desktop
Multi-currency (USD / CAD)
(805) 219-7294
What we do in QuickBooks
From first setup to every monthly close.
Whether you're starting fresh, cleaning up a tangled file, or migrating from another system, our specialists handle the whole lifecycle.
Cleanup & catch-up
Behind or tangled? We fix duplicate entries, undeposited funds, and mismatched balances until the file ties out.
- Historical reconciliation
- Duplicate & error removal
- Opening-balance corrections
Ongoing bookkeeping
Monthly categorization, reconciliation, and reporting inside QuickBooks — closed and reviewed by the 10th.
- Transaction categorization
- Monthly reconciliation
- P&L, balance sheet & cash flow
Migration to QuickBooks
Moving from Wave, Xero, Sage, or spreadsheets? We migrate your history cleanly with balances intact.
- Desktop → Online conversion
- Data import & validation
- Historical balance verification
App integrations
Connect the tools you already sell and pay with, so data flows into QuickBooks without manual entry.
- Shopify, Stripe & Square
- Bill.com, Dext & Gusto
- Custom workflow automation
Training for your team
Hands-on sessions so your staff can raise invoices, run reports, and stay tidy between our monthly closes.
- Live screen-share walkthroughs
- Custom quick-reference guides
- Best-practice workflow setup
Ongoing support
A specialist on call, not a help ticket.
When something in QuickBooks breaks or a question comes up, you reach a person who already knows your file.
Fast troubleshooting
Reconciliation off? Report not tying out? We diagnose and fix QuickBooks issues within one business day.
Dedicated specialist
One dedicated point of contact who knows your setup, your currencies, and your filing calendar.
Screen-share sessions
Book a live session any time you're stuck — we'll walk through it together, right in your file.
QuickBooks guides & help
Popular QuickBooks help topics
QuickBooks cleanup & catch-up
Fix duplicates, undeposited funds, un-reconciled accounts, and months of backlog.
QuickBooks reconciliation problems
Bank rec won't match or won't clear? Common causes and how we fix them.
QuickBooks Online vs Desktop
Which version fits your business? An honest, side-by-side comparison.
Migrate Desktop to Online
Move your history and balances to QuickBooks Online, cleanly and intact.
QuickBooks Canada help
GST/HST, PST, CAD multi-currency, and cross-border US & Canada setups.
QuickBooks payroll help
Setup, deductions, remittances, and payroll that won't calculate.
QuickBooks common errors
Won't open, company-file and update errors, H202 multi-user — fixed.
QuickBooks year-end (T4, 1099)
Close your year and prepare T4, T5, 1099 and W-2 slips.
QuickBooks Desktop discontinued?
What Intuit's wind-down means for your version — and your options.
QuickBooks Enterprise vs Online
Stay on Desktop Enterprise or move to Online? An honest comparison.
QuickBooks Online plans explained
Simple Start, Essentials, Plus or Advanced — which fits your business.
QuickBooks multi-currency
Set up USD, CAD and more — foreign customers, vendors, and exchange gains.
QuickBooks app integrations
Connect Shopify, Stripe, Gusto and more so data flows in automatically.
QuickBooks sales tax setup
GST/HST, PST and US state tax — codes, tracking, and return prep.
QuickBooks help
Let's get your QuickBooks in shape.
Book a free 30-minute call and we'll review your file, flag what needs attention, and map the fix.