QuickBooks Services for Businesses, Accountants & Bookkeepers

Simplify payroll management with complete employee setup, payroll processing, tax forms, and payroll issue resolution.

• Paychecks & Direct Deposit: Run payroll, process direct deposits, and resolve payment issues.
• W-2s & Year-End Forms: Prepare, print, file, and correct W-2s and year-end payroll forms.
• Employee Time Tracking: Track employee hours, manage timesheets, and integrate QuickBooks Time.
• Payroll Forms & Filings: Prepare and file Forms 941, 940, state payroll returns, and quarterly reports.
• New Employee Setup: Add employees, configure payroll details, tax withholdings, and benefits.
• Payroll Error Corrections: Resolve payroll errors, adjust paychecks, and reconcile payroll liabilities.

Manage invoices, payments, purchase orders, and vendor bills with expert QuickBooks support.

• Payment Processing: Set up QuickBooks Payments and resolve failed or declined transactions.
• Invoicing: Create, customize, send, and track invoices with recurring billing options.
• Funding & Deposits: Fix delayed funding, missing deposits, and payment hold issues.
• Payment Errors: Resolve payment sync issues, duplicate transactions, and incorrect payments.
• Purchase Orders: Create and manage purchase orders, vendor payments, and billing workflows.
• Bills & Accounts Payable: Record, pay, and track vendor bills while managing payment schedules.

Manage bank accounts, reconcile transactions, and resolve banking issues with ease.

• Bank Reconciliation: Reconcile accounts and fix discrepancies or uncleared transactions.
• Online Banking Setup: Connect bank and credit card accounts for seamless transaction imports.
• Bank Feeds: Download, categorize, and automate bank transactions.
• Banking Errors: Resolve connection issues, duplicate transactions, and balance mismatches.
• Bank Feed Troubleshooting: Fix disconnected feeds, missing transactions, and sync failures.
• Transaction Matching: Match bank transactions with QuickBooks records and resolve unmatched entries.

Create accurate reports, manage accounts, and gain valuable financial insights.

• Financial Reports: Generate and customize Profit & Loss, Balance Sheet, Cash Flow, and other reports.
• General Ledger: Manage the chart of accounts, review transactions, and correct posting errors.
• Export Reports: Export reports to Excel, PDF, or CSV, and automate report delivery.
• Budgets & Forecasting: Create budgets, compare actual performance, and monitor financial goals.
• Journal Entries: Create, edit, and adjust journal entries for accurate bookkeeping.
• Custom Reports: Build personalized reports with custom filters, layouts, and saved templates.

Manage your QuickBooks account, users, subscriptions, and company settings with ease.

• Manage Accounts & Users: Add or remove users, assign roles, and manage access permissions.
• Profile Updates: Update your business information, contact details, and company settings.
• Password & Login Issues: Reset passwords, recover accounts, and resolve sign-in or verification issues.
• Billing & Subscription: Manage subscriptions, update billing details, and change your QuickBooks plan.
• Company File Setup: Create a new company file, migrate data, and configure preferences.
• Data Backup & Restore: Back up, restore, and recover QuickBooks company files securely.

Simplify tax management with support for sales tax, payroll tax, payments, and tax filing.

• Sales Tax Setup: Set up sales tax rates, agencies, and automated tax calculations.
• Payroll Tax Management: Manage payroll taxes, tax payments, and tax table updates.
• Tax Payments: Schedule and submit federal and state tax payments through QuickBooks.
• Tax Filing: Prepare and e-file payroll tax forms, including 941, 940, W-2, and 1099.
• Sales Tax Returns: Generate, file, and manage sales tax returns for multiple tax agencies.
• 1099 Contractor Forms: Set up contractors, create 1099 forms, and file them electronically.