A man in a plaid flannel shirt and a woman in a grey sweater, seen from behind at a kitchen table, look at a laptop showing an accounting screen with a green header as she points with a pen, mugs, work gloves and keys beside them.

Services · Teaching

QuickBooks Online Support

Personal help navigating QuickBooks Online, with answers, workflows and shortcuts that fit how you work.

Help that fits how you work

QuickBooks Online support is personal help with your own file: I answer your questions, set up workflows that fit your business and show you how to use them.

You keep doing your own books, in less time and with more confidence.

If you keep your own books, the right setup and a few shortcuts can save hours every month. I work through your actual file with you, fix what is slowing you down and teach you the steps until they are yours. One reviewer wrote that in less than an hour I set up a shortcut and trained him on a workaround.

Price: I quote after a free look at your statements.

Not sure if support or full bookkeeping fits you better? Pick what feels tangled.

Call (603) 453-0154 Untangle my books

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How QuickBooks Online Support runs

Free consult
You tell me about your business, your accounts and what feels tangled. There is no charge and no commitment.
Find the friction
I open your file with you and find where QuickBooks Online is costing you time or confidence.
Fix and set up
I fix the settings, rules and categories behind the problem and set up workflows that fit how you work.
Teach until it is yours
I walk you through each step, and you leave able to do it on your own.

What a support session covers

Answers to your QuickBooks Online questions, in your own file
Bank rules that categorize repeat transactions for you
Shortcuts and workflows set up for how you work
A walk-through of reconciling an account
Plain notes on what changed

One thing you can do today

In QuickBooks Online, find one charge that shows up every month, such as your phone bill, and create a bank rule for it. The next time it arrives, QuickBooks categorizes it for you. A handful of rules like that can take a real bite out of your monthly routine.

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QuickBooks Online Support: common questions

Book my free consult

Can you train me to use QuickBooks Online?

Yes. I work through your own file with you and teach the steps you need, from bank rules and reconciliations to the reports you check each month.

Can I keep doing my own books?

Yes, that is what support is for. It suits owners who want to keep their books in their own hands and do them faster and with more confidence. If you ever want to hand them off, monthly bookkeeping is there.

Are you a QuickBooks ProAdvisor?

Yes. I am an Advanced QuickBooks ProAdvisor and certified in QuickBooks Online (Level 2), both shown in Intuit's ProAdvisor directory.

Do you help with QuickBooks Desktop?

I work in QuickBooks Online. If you are on Desktop and thinking about moving, tell me in the free consult and I will explain what a move to QuickBooks Online involves.