QuickBooks is powerful software. But in the wrong hands—or with poor setup—it becomes a source of frustration, inaccurate reports, and missed deductions.
We are certified QuickBooks ProAdvisors. That means we don’t just “use” QuickBooks. We build, fix, and manage it so your financial data is always accurate, organized, and useful.
Our QuickBooks services include:
📑 QuickBooks Setup & Configuration – New company file setup, chart of accounts tailored to your industry, product/service list, customer/vendor imports, and preferences configured correctly from day one.
📑 QuickBooks Clean-Up & Catch-Up – Messy books? Uncategorized transactions? Uncleared balances? We fix it all. We’ll clean up past months or years and leave you with audit-ready books.
📑 Ongoing QuickBooks Management – Daily/weekly transaction categorization, bank/credit card reconciliation, bill payment, invoicing, and month-end close. You never touch a thing.
📑 QuickBooks Reporting – Custom Profit & Loss, Balance Sheet, Cash Flow, and industry-specific reports (job costing, class tracking, location tracking). Delivered automatically to your inbox.
📑 QuickBooks Payroll Setup & Management – Set up payroll, integrate with time tracking, file payroll taxes, and print W-2s—all inside QuickBooks.
📑 QuickBooks Migration – Switching from Xero, FreshBooks, Wave, or desktop QuickBooks to QuickBooks Online? We handle the migration, data mapping, and validation.
📑 QuickBooks Training – One-on-one training for you or your staff. Learn to run reports, enter transactions, and troubleshoot common issues. Recorded sessions provided.
📑 App Integrations – Connect QuickBooks to your CRM (Salesforce, HubSpot), e-commerce (Shopify, Amazon), payment processors (Stripe, PayPal), and expense tools (Expensify, Dext).
We log into your QuickBooks (read-only access) and run a 27-point diagnostic. We check:
Chart of account structure and logic
Reconciliation status (bank, credit card, loans)
Uncategorized transactions and old open balances
Inventory settings (if applicable)
Payroll tax setup
User permissions and security
Deliverable: A QuickBooks Health Report with a red/yellow/green rating and a prioritized fix list.
If your books are healthy, we optimize. If they're a mess, we clean them up.
Reconcile all outstanding accounts
Reclassify miscategorized transactions
Clear old open balances and dummy entries
Remove duplicate customers/vendors
Set up automation rules (bank rules, recurring transactions)
Configure custom reports and dashboards
Deliverable: A clean, reconciled, audit-ready QuickBooks file.
You choose your level: Full-Service (we handle everything), Hybrid (we handle complex work, you handle basic entry), or Coaching (we review and train, you do daily entry). Whatever you pick, you get clean books by the 5th of every month, a monthly financial packet, and unlimited support.
Deliverable: Clean books monthly + financial packet + unlimited QuickBooks support.
No. We use accountant-only access with strict permissions.
We connect to your QuickBooks as an "Accountant" user. This gives us the ability to review, reconcile, and adjust—but we cannot delete transactions, change user permissions, or access sensitive personal information (like SSNs in payroll). You control our access level. You can revoke it at any time. And we never share your login credentials—we connect via Intuit's secure authorization system.
Yes. Messy books are our specialty. We've seen everything.
We regularly take over QuickBooks files that haven't been reconciled in 2+ years, have thousands of uncategorized transactions, or were set up by someone who didn't know what they were doing. Here's what we fix most often:
Wrong account types (e.g., a loan recorded as income)
Duplicate transactions from connected apps
Uncleared checks from 3 years ago
Chart of accounts with 200+ unnecessary lines
Opening balance equity with random numbers
We document every change we make. You approve fixes before we implement them. And after clean-up, we set up rules and processes so it never gets messy again.
For 95% of businesses, QuickBooks Online is the answer.
| Feature | QuickBooks Online | QuickBooks Desktop |
|---|---|---|
| Access anywhere | ✅ Yes (browser + app) | ❌ No (one computer) |
| Automatic backups | ✅ Yes | ❌ Manual |
| Bank feed connection | ✅ Automatic | ⚠️ Limited |
| App integrations | ✅ Hundreds | ❌ Few |
| Multi-user remote | ✅ Included | 💲 Extra cost |
| Cost | $30–$200/month | $350–$1,000+ one-time |
We recommend Desktop only for manufacturing, nonprofits with fund accounting, or businesses with extremely complex inventory. For everyone else, Online is better, safer, and cheaper long-term. We handle both, but we'll be honest about what fits you.
© 2026 Dynergic BD. All rights reserved.
