FAQ
Frequently asked questions
Do you do bookkeeping, payroll or tax filing?
No. We focus only on the technical side of QuickBooks: setup, migration, integrations, automation, reporting, training and support. We're happy to work alongside your bookkeeper or accountant.
Do you work with QuickBooks Online or Desktop?
Both. We can also help you decide whether moving from Desktop to Online makes sense, and handle the migration for you.
Will I lose data when migrating from Desktop to Online?
We check your file before migrating, validate balances afterwards and rebuild anything that doesn't carry over automatically, such as certain reports and templates.
Which apps can you connect to QuickBooks?
Most banks, payment processors, POS systems, e-commerce platforms and CRMs. Where there's no direct connection, we can often bridge the gap with Zapier or Make.
Is the support plan a long-term contract?
No. Priority support is month-to-month, so you can pause or cancel whenever you like.
How is the work done?
Everything is done remotely through secure screen-sharing and access you control. You don't need to be anywhere near our office.
How much does it cost?
It depends on the scope of work. After a free discovery call, you'll receive a clear, fixed quote before anything begins.