QuickBooks Online Bookkeeping Services for US & Canadian Businesses
QuickBooks Online is only as useful as the bookkeeping behind it. AccoTiva keeps your QBO file categorized, reconciled and closed every month, so the reports it produces are numbers you can act on. Work is led by a QuickBooks Online ProAdvisor and delivered remotely for businesses across the United States and Canada.
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Problems we solve
- Bank feeds pile up in the For Review tab and get accepted in bulk with the wrong categories.
- Bank rules were set up once and now misclassify transactions without anyone noticing.
- Undeposited Funds, Uncategorized Income and Ask My Accountant balances keep growing.
- Reports for different locations, products or projects can’t be separated because classes and locations were never configured.
- Your CPA spends billable hours fixing the file before they can start year-end work.
What’s included
Bank feed management
Daily or weekly review of bank and card feeds, matching to existing transactions and categorizing with care rather than bulk-accepting.
Rules and automation
Review and maintenance of bank rules, recurring transactions and app connections so automation saves time without introducing errors.
Reconciliations
Every bank, credit card, loan and clearing account reconciled to statement each month, with reconciliation reports saved.
Classes, locations and tags
Setup and ongoing use of QBO tracking so you can see results by department, location, project or sales channel.
Month-end close
Accrual and prepaid adjustments where appropriate, review of balance sheet accounts, and a closing date set in QBO to protect prior periods.
Monthly reporting
Profit and loss, balance sheet and cash summary delivered with plain-English notes on what changed.
Benefits for your business
- Reports you can trust when you apply for financing or talk to investors.
- A cleaner file for your CPA at year end.
- Less time spent in QuickBooks yourself.
- Consistent categorization month after month.
Who this service is for
Owner-managed businesses already on QuickBooks Online (Simple Start through Advanced), businesses moving to QBO from QuickBooks Desktop or spreadsheets, and companies that use QBO with apps such as Shopify, Stripe, Square, Gusto, Bill or Dext.
How we work
- Free consultation. A 30-minute call about your business, software and goals.
- Fixed-fee proposal. A written scope and price, usually within 48 hours.
- Onboarding. Secure access to your accounting software, banks and apps, plus any cleanup needed.
- Ongoing delivery. Work completed on a set schedule, with reports and a bookkeeper you can reach.
Frequently asked questions
Do I need a particular QuickBooks Online plan?
No. We work with all QuickBooks Online subscriptions. If class or location tracking is important to you, we will tell you whether your current plan supports it before recommending any change.
Will you work in my existing QuickBooks file?
Yes. In most cases we work in your existing file as an invited accountant user. If the file has significant problems, we first assess whether a cleanup is needed and quote it separately.
Can you help me move from QuickBooks Desktop?
Yes. We can review a Desktop-to-Online conversion, check opening balances and correct issues that commonly appear after migration.
Who owns the QuickBooks subscription?
You do. Your company file and subscription stay in your name, and you can remove our access at any time.
Related services and resources
AccoTiva provides bookkeeping and accounting support. We do not prepare tax returns or process payroll; we work alongside your CPA or tax advisor.
Talk to us about QuickBooks Online Bookkeeping
Tell us about your business and current bookkeeping setup. We reply within one business day.