QuickBooks Online Bookkeeping for US Businesses
AccoTiva provides QuickBooks Online bookkeeping and Xero support for small businesses across the United States. Whether you need a clean setup, a careful migration, historical cleanup, or ongoing monthly bookkeeping, we organize the system around how your business earns, spends, and reports money.
Choose and configure the right accounting platform
QuickBooks Online and Xero are both capable systems, but the best choice depends on your location, reporting needs, accountant, payroll setup, inventory and connected apps. We review your current workflow before recommending a platform. If you already use one, we improve the file you have instead of forcing an unnecessary migration.
QuickBooks Online services
- New-company setup and opening balances
- Chart-of-accounts design and clean-up
- Bank and credit-card feed configuration
- Rules, products, services, classes and locations
- Customer, supplier and outstanding-balance review
- App integration and clearing-account setup
- Historical transaction clean-up and reconciliation
- Monthly bookkeeping, close and financial reporting
- Practical training for owners and internal teams
Xero accounting services
- Organization setup and conversion balances
- Bank rules, contacts and tracking categories
- Invoice, bill and expense workflows
- Stripe, PayPal, Shopify and marketplace integrations
- US sales-tax-ready coding and contractor 1099 tracking support
- Multi-currency and cross-border transaction review
- Historical clean-up, reconciliation and monthly reporting
- Training and process documentation for your team
Migration without losing the audit trail
A reliable migration involves more than importing a trial balance. We agree a cut-off date, verify opening balances, review outstanding invoices and bills, reconcile bank and card accounts, and test comparative reports. Supporting documents remain accessible and the old system is retained for reference where appropriate. This gives the new file a clean starting point and reduces surprises at the next tax or year-end deadline.
Clean-up for an existing QuickBooks or Xero file
Common problems include duplicate bank-feed transactions, unreconciled opening balances, negative accounts receivable or payable, old suspense balances, incorrect tax codes and app clearing accounts that never return to zero. Our catch-up bookkeeping team investigates the source, posts documented corrections and creates a repeatable close process so the same issues do not return.
Integrations that support the ledger
We work with common tools including Shopify, Amazon, Stripe, PayPal, Square, Dext, Hubdoc, A2X and payroll platforms. An integration is useful only when its data flow is understood and reconciled. We map each connection, prevent duplicate entries and use clearing accounts to prove that platform activity reaches the bank correctly.
Ongoing support after setup
Software does not replace bookkeeping discipline. After setup or migration, AccoTiva can provide monthly bookkeeping, bank reconciliation, management reports and issue tracking. You receive clear questions, documented adjustments and a file that remains ready for your tax adviser.
Frequently asked questions
Should I choose QuickBooks Online or Xero?
QuickBooks Online is our primary recommendation for many US small businesses because of its reporting, payroll, payment, and accountant ecosystem. Xero remains a strong option for collaboration and bank reconciliation. We recommend the platform that fits your workflow and coordinate with your US tax professional when needed.
Can you migrate from spreadsheets or desktop software?
Yes. The migration plan depends on data quality, the number of historical periods required and whether detailed transactions or opening balances will be transferred.
Can you train my staff?
Yes. Training can cover daily workflows, invoice and bill processing, bank feeds, reconciliations, reports and month-end responsibilities.
Will you work with my CPA or year-end accountant?
Yes. We prepare reconciled records and supporting workpapers so your tax professional can focus on review, planning and filing.
Build an accounting system you can trust
Book a free consultation to discuss your current software, migration needs or monthly accounting support.