Bookkeeping for QuickBooks Online users
QuickBooks Online does a good job for a lot of small businesses. You can connect your bank, send invoices and keep track of GST without much fuss. But like any accounting software, it relies on someone keeping it tidy. Unmatched transactions pile up, GST codes drift, and before long the BAS is a headache.
We work with QuickBooks Online for our clients, keeping their files accurate, reconciled and ready for BAS time.
What we do in QuickBooks
- Bank reconciliations and coding. Every transaction matched and put in the right place.
- Bills, invoices and credit control. Knowing what you owe, who owes you, and following up late payers.
- GST and BAS. We check the GST coding and, as a Registered BAS Agent, prepare and lodge your BAS. See BAS lodgement.
- Catch-ups and clean-ups. Bringing a file that’s fallen behind back up to date.
- Management reports. Profit and loss, balance sheet and cash reports that make sense.
Need payroll as well? We can help through our payroll service, mostly in Xero.
Signs your file needs some attention
A long list of unreconciled bank lines is the obvious one. Others are reports that don’t match your bank balance, customers nobody has chased in months, and a BAS that takes days to put together. If any of that sounds familiar, a review will usually save you time. Our post on 10 common bookkeeping mistakes covers a few more.
Reports you can actually use
Once the file is reconciled and coded the same way each month, QuickBooks gets a lot more useful. The profit and loss shows which parts of the business make money. The balance sheet shows what you own and owe. The aged receivables tell you who needs a polite reminder. We can put these together on a schedule that suits you and talk you through them, and your accountant will be glad of the clean records at year-end.
Getting started
You invite us into your QuickBooks Online file as a user, so we work in your data and you keep full control of it. We’ll look at the bank accounts, the chart of accounts and how GST has been coded, and tell you plainly what’s in good shape and what needs work. Then we agree on a routine. Some businesses want us in the file every week, others once a month before the BAS. Either is fine, as long as it’s regular enough to keep the numbers useful.
How we work
- A free first chat about your business and how you use QuickBooks.
- A fixed-fee quote after that first meeting.
- A tidy-up if the file needs one.
- Regular bookkeeping so it stays that way.
Thinking about other software?
We work in QuickBooks Online, Xero and MYOB, and two of our team are Xero certified advisors. If you’re wondering whether another package would suit you better, or you have questions about something specific to your setup, just talk to us.
Why work with us
We’re a small Park Ridge team with more than 10 years of combined bookkeeping experience, and we’re a Registered BAS Agent. We work remotely or on site for clients across all Brisbane suburbs, including Logan and the southside. You’ll get a fixed-fee quote before we start.
Questions we get asked
Do you work with QuickBooks Online?
Yes. We work in QuickBooks Online for our clients and can access your file securely from our office.
Are you QuickBooks ProAdvisors?
No. We’re not QuickBooks certified, but we work with QuickBooks Online for our clients and know our way around it.
Can you fix a QuickBooks file that is months behind?
Yes. We’ll reconcile what’s outstanding, fix the coding and get you back to a regular routine.
Will my BAS come straight from QuickBooks?
Once the file is reconciled and GST is coded properly, yes. As a Registered BAS Agent we can prepare and lodge it for you. See our BAS page.
How much does it cost?
We’ll give you a fixed-fee quote after the first chat, based on how many transactions you have and what you need.
Need a hand with QuickBooks?
Give us a call on 07 3622 6424 or book a free consultation. The first chat is free. Once we understand what you need, we’ll send you a fixed-fee quote so you know the cost before we start. If you would rather email, it is admin@proplusbooks.com.au. We’re based in Park Ridge QLD 4125 and available Monday to Friday, 8am to 5pm.
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