QuickBooks Bookkeeping Services in Utah

Complete QuickBooks Services

From initial setup to ongoing management, we handle everything QuickBooks: complete setup for new businesses with proper chart of accounts, customer/vendor lists, and integrations; cleanup of messy QuickBooks files; one-on-one training customized to your business; monthly QuickBooks bookkeeping, reconciliation, and financial reporting; migration from QuickBooks Desktop to Online or from other software; and app integration with Bill.com, Expensify, Gusto, and other business apps.

• QuickBooks Setup — proper chart of accounts, lists, and integrations
• QuickBooks Cleanup — fix messy files, reconcile accounts, remove duplicates
• QuickBooks Training — one-on-one, customized to your business
• Ongoing Management — monthly bookkeeping, reconciliation, and reporting
• Migration Services — Desktop to Online, or from other software
• App Integration — Bill.com, Expensify, Gusto, and more

QuickBooks Setup Done Right

Start with a solid foundation — proper QuickBooks setup saves countless hours later. A complete setup includes a chart of accounts customized to your industry, customer and vendor list setup, products/services catalog creation, bank and credit card connections, sales tax setup where applicable, invoice and estimate templates, user access and permissions, third-party app integrations, opening balance entry, and a complete training session.

• Chart of Accounts customized to your industry
• Customer and vendor list setup
• Bank and credit card connections
• Sales tax setup (if applicable)
• Invoice and estimate templates
• User access and permissions
• Third-party app integrations
• Opening balance entry and complete training session

QuickBooks Cleanup Process

Messy books? We'll get you back on track with a proven four-step cleanup process: an initial assessment of your file to identify issues and reconciliation problems; a detailed cleanup plan with timeline and cost estimate; execution — reconciling accounts, fixing transactions, removing duplicates, and organizing the chart of accounts; and a final review with training on best practices moving forward.

Common QuickBooks Problems We Fix

Accounts that won't reconcile, duplicate transactions and customers, unorganized chart of accounts, missing or incorrect opening balances, uncategorized transactions, incorrect sales tax setup, wrong fiscal year settings, and broken bank connections.