QuickBooks Online bookkeeping services. Inside your own file.
Our QuickBooks Online bookkeeping services put a real bookkeeper inside your own QuickBooks file every month: transactions categorized, every account reconciled, and your profit and loss and balance sheet by the 5th.
Starter plan, from $150/month
- The bank feed reviewed line by line, and bank rules checked
- Every bank, card and PayPal account reconciled to its statement
- A profit and loss and balance sheet by the 5th of each month
You add us as your accountant, from your own QuickBooks
What we do inside your QuickBooks Online file each month.
The work happens on the screens you already know. Here is what a person does there every month.
The bank feed, reviewed by a person
We work through the For review list line by line, match each item to an invoice, bill or transfer already in QuickBooks, and add the rest with the right category.
Bank rules that help, not hide
Rules save time, and they also repeat mistakes. We set them up for your regular payees, check what they posted, and fix any rule that sends money to the wrong account.
Reconciled to the statement
Each bank, credit card, PayPal and loan account goes through the QuickBooks reconcile tool against its statement, until the difference is zero.
Catch-all accounts kept empty
Uncategorized Income, Uncategorized Expense, Undeposited Funds (called Payments to deposit in some files) and Opening Balance Equity are checked every month, so nothing sits there unexplained.
Invoices and bills that match reality
Payments are applied to the open invoices and bills they settle, so your accounts receivable and accounts payable aging reports show who really owes what.
Reports by the 5th
Your profit and loss and balance sheet, run from your own QuickBooks file and sent by the 5th of each month, with anything odd flagged by your named contact.
What a reconciled month looks like.
Reconciling means each account in QuickBooks matches its bank or card statement to the cent. Before your reports go out, this is the check every account has to pass.
A bank feed can look complete and still be wrong: a missed transaction, a duplicate, a deposit recorded twice. The statement is the proof. When the difference is zero and the catch-all accounts are empty, the profit and loss and balance sheet built on top can be trusted.
| Account | Statement balance | Difference |
|---|---|---|
| Business checking | $18,442.17 | $0.00 |
| Business savings | $25,000.00 | $0.00 |
| Business credit card | ($3,918.64) | $0.00 |
| PayPal | $1,206.30 | $0.00 |
| Net cash position | $40,729.83 | $0.00 |
| Account | Balance |
|---|---|
| Uncategorized Income | $0.00 |
| Uncategorized Expense | $0.00 |
| Undeposited Funds | $0.00 |
Example only: a made-up business. The figures add up but belong to no real client.
QuickBooks does not keep the books by itself. Someone has to check it.
QuickBooks is very good at pulling transactions in. It cannot tell a loan from a sale, or a transfer from income, unless someone sets it up and checks it.
Bank feeds import whatever the bank sends. Shopify and Stripe payouts arrive net of fees. A loan deposit looks like revenue. A transfer between your own accounts can be counted twice. Automation repeats what it was taught, right or wrong, every month.
That is the work we do: a person reviews what the software suggested, fixes what it got wrong and reconciles every account, so the reports mean something. Still deciding whether you need help at all? Our guide answers it: do you still need a bookkeeper with QuickBooks?
How to add us as your accountant in QuickBooks Online.
You invite us from your own account, using our company email, hello@remotebookkeepersllc.com. It takes about two minutes.
For the free books review we only read the file, and nothing in your books changes. For monthly work we use the same accountant user. You stay the owner of the file, and you can remove us any time from Manage users.
- Your data stays in your own file
- Access you control. Remove us any time
Want more detail? See how to invite an accountant to QuickBooks Online, step by step.
Open Manage users
Sign in to QuickBooks Online as the primary admin or a company admin, select the gear icon, then Manage users.
Choose Accounting firms
Open the Accounting firms tab and select Invite firm.
Enter our email
Type hello@remotebookkeepersllc.com and send the invite.
We accept and confirm
We accept the invite and confirm by email within one business day.
QuickBooks bookkeeping pricing: from $150 a month.
Monthly bookkeeping in QuickBooks Online is in every plan. We look at your volume and complexity first, then confirm one fixed monthly fee, with no hourly billing and no long-term contract. If your volume grows a lot, we talk first, and any change is agreed with you in advance.
What sets your fee
- How many transactions come through your bank feeds each month
- How many bank, card, loan and payment accounts you reconcile
- Connected apps that post payouts, such as Shopify, Stripe or Square
- Classes, locations or projects you track in QuickBooks Online Plus or Advanced
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Starter
Starts hereFrom $150/month
Monthly bookkeeping in your QuickBooks file: reconciliations, categories, a profit and loss and balance sheet, email support and a named contact.
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Growth
IncludedFrom $350/month
Adds payroll processing and filings, sales-tax filing, tax preparation and a monthly review call.
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Scale
IncludedFrom $650/month
Adds inventory and cost of goods sold, multi-channel reconciliation, cash-flow reporting and fractional CFO support.
“From” is the fixed monthly fee for a typical business in that plan. Your QuickBooks subscription stays in your name. Fixing past months is quoted separately, as one fixed price.
Payroll, sales tax and the apps connected to QuickBooks.
Most QuickBooks files have other software feeding them. That is where the books usually go wrong, so it is where we look hardest.
- Payroll
- Whether you use QuickBooks Payroll or Gusto, each pay run's wages, taxes and deductions should land in the right accounts and match the bank. We check that every month. Running the pay runs and filings is our payroll service, in the Growth plan.
- Sales tax
- QuickBooks calculates sales tax on your invoices and sales receipts. We make sure what you collect sits in a sales tax liability, not in income, and ties to what you owe. Sales-tax filing is in the Growth plan.
- Shopify, Stripe, PayPal and Square
- Payouts arrive net of fees and refunds. We split each one into sales, fees, refunds and sales tax, so your revenue is not understated and your fees are not hidden.
- Receipts and bills
- Snap receipts in the QuickBooks mobile app or forward them by email, and we match them to the transactions they belong to.
Apps we see in QuickBooks files
QuickBooks
Gusto
Shopify
Amazon
Stripe
PayPal
Square- We also work with Expensify. You keep the apps you already use.
Messy file? QuickBooks cleanup or catch-up first.
Monthly bookkeeping starts from reconciled books. If yours are not there yet, we fix the past first, and the free books review tells you which of these you need.
The file is up to date, but wrong
Balances that never matched the bank, duplicate transactions, a crowded Uncategorized account. Our QuickBooks cleanup services correct it for one fixed price, quoted before work starts.
Months were never entered
We rebuild the missing months from your statements with catch-up bookkeeping in QuickBooks, also one fixed price agreed in writing first. Then the monthly work takes over.
Findings in about 48 hours. Nothing in your books changes.
Who we work with in QuickBooks.
All industriesOwners already on QuickBooks Online who want a person to own the monthly close. Probably not the right fit if you need someone in your office.
QuickBooks bookkeeping questions.
Does QuickBooks offer bookkeeping services?
Yes. QuickBooks itself is software that brings transactions in but does not check them. The company behind it also sells bookkeeping help as a paid extra, and independent bookkeeping firms are the other route.
Whichever route you take, ask three things: who does the work, whether every account is reconciled each month, and who you talk to when something looks wrong. With us, it is a named bookkeeper working inside your own file.
If QuickBooks automates so much, what do you do each month?
The parts software gets wrong. Bank rules repeat mistakes, payouts arrive net of fees, transfers between your own accounts look like income, and loan payments mix principal with interest. Each month we review every transaction, fix the rules, reconcile each account to its statement, and send your profit and loss and balance sheet by the 5th.
For the question of whether you need anyone at all, see do I need a bookkeeper if I have QuickBooks.
How much do QuickBooks bookkeeping services cost?
With us, from $150 a month on the Starter plan for monthly bookkeeping in your QuickBooks Online file. We look at your volume first, then confirm one fixed monthly fee. Payroll, sales-tax filing and tax preparation come with Growth, from $350 a month. Fixing past months is quoted separately as one fixed price, before any work starts.
Do I keep my own QuickBooks subscription?
Yes. The QuickBooks Online file stays yours, on your own subscription, and we work in it as your accountant user. Nothing moves into a system of ours. If you stop working with us, you remove us from Manage users and the file and its history stay exactly where they are. You can cancel any time, effective immediately.
Is your team QuickBooks certified?
Yes. We are a QuickBooks & Xero certified team. Your file is handled by a real bookkeeper, and you get one named contact who knows it and replies within one business day. If your books are in Xero instead, see our Xero bookkeeping.
Do you work in QuickBooks Desktop?
We work in QuickBooks Online, Xero and other cloud accounting software. If your books are in QuickBooks Desktop, tell us which version and how you use it, and we will give you a straight answer on whether we can help.
Stop wondering if your books are right.
Two free ways to start. No obligation, no long-term contract.
(906) 268-9778 hello@remotebookkeepersllc.com
Mon-Sat, 9am-5pm EST
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Get a free books review
Free books review
We only read the file. Written findings in about 48 hours.
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Book a free consultation (opens in a new tab)
Free consultation
A free intro call at a time you pick. No pressure, no jargon.