QBO setup & chart of accounts
Books audit, COA redesign, opening balances, classes / locations, custom fields, vendor / customer cleanup.
QuickBooks Online specialists — chart of accounts redesign, bank feeds & rules, GST / VAT module setup, payroll, reporting, and integrations to Stripe, Shopify, HubSpot, Zoho and the banks. Senior accountants + engineers, not just consultants.
QuickBooks Online is simple in the demo and full of landmines in production: bank-feed rules that mis-classify, classes that don't match your cost-centre reality, integrations that fail silently, and reports that don't reconcile with your ledger. We redesign the chart of accounts around how you actually run the business, build the bank-feed rule library once, and wire it to Stripe / Shopify / HubSpot so your books close themselves.
Books not closing on time — month-end takes 5+ days
Revenue / COGS reports disagreeing with what sales & ops actually see
Sales tax / GST mis-classification causing year-end audit issues
Multi-entity books that don't consolidate without manual Excel work
Custom reports that broke and no one wants to touch
Bank-feed rules mis-categorising transactions every month
Configuration, customisation, integration, automation, and bespoke development — staffed by senior practice leads, not a junior pool learning on your dime.
Books audit, COA redesign, opening balances, classes / locations, custom fields, vendor / customer cleanup.
OAuth-scoped QuickBooks API, two-way sync to Stripe, Shopify, HubSpot, Salesforce, payroll platforms.
Rule library by counterparty, auto-classify, recurring templates, reversal patterns, conflict UX.
Multi-state / multi-country sales tax, India GST, EU VAT, exemption certificates, audit-ready reports.
Salary structures, statutory compliance, payslip integration, contractor 1099-NEC, RSU / equity accounting.
Intercompany eliminations, consolidation reports, dimensional reporting, executive dashboards.
Multi-user, role-based access, bank-feed automation, mobile-first — the cloud accounting standard for SMB / mid-market.
700+ native integrations — Stripe, Shopify, HubSpot, Salesforce, Gusto, Expensify — and a strong OAuth API.
Audit log, period locking, GAAP-compliant reports, SOC2-hosted. Your auditor signs off faster.
Books audit, transaction classification review, COA redesign, classes / locations.
QBO setup, bank feeds, OAuth integrations, opening balances, sales tax config.
Bank-feed rule library, recurring transactions, custom reports, monthly close rituals.
Monthly reconciliation, year-end close, audit support, scaling dashboard.
OAuth-scoped apps, batch operations, query language at depth, change-data-capture, rate-limit-aware.
Per-counterparty rules, recurring templates, reversal patterns, conflict UX, monthly maintenance.
Multi-state / multi-country sales tax, India GST readiness, exemption cert management, audit trail.
Classes / locations, custom fields, dimensional reporting, consolidation, period locking.
P&L by class / region, COGS, cash flow forecast, runway, board-ready exports.
Audit log, period locking, role hierarchies, SOC2 foundation, GDPR-friendly data-residency.
Subscription revenue, RSU / deferred revenue, multi-entity
Shopify ↔ QBO sync, COGS tracking, multi-state sales tax
Property-level accounting, broker commissions, escrow
Patient billing, insurance reconciliation, payroll
Course revenue, instructor payouts, scholarship accounting
Project accounting, retainer billing, time-tracking integration
Schema mapping, dedup, integrity scoring, audit trails, encryption-in-transit and at-rest, and a rollback plan that's rehearsed before any cutover.
We're not a body shop or a freelance marketplace. We run a senior-heavy consulting org with real code review, real on-call, and named practice leads you can name on day one.
Senior architects on your engagement from week one. No junior ladder replaced at month three.
Every deliverable ships to a real org. Audit logs, rollback plans, observability — baked in.
Version-controlled customisations — Apex, LWC, TDL, Deluge, QuickBooks API calls — in CI.
4 weeks hyper-care, then named admin on rotation. We don't disappear after UAT.
“Our month-end close went from 7 days to 2 after they rewrote our bank-feed rules. CFO actually sleeps now.”
“Stripe-to-QBO sync paid for the engagement in week one. No more 'why does Stripe disagree with QuickBooks'.”
If yours isn't here — ping us and we'll reply with specifics on your QuickBooks org.
Reply within 24h, NDA-friendly by default. We'll send a working proposal in under 48 hours — typically with a walkable proof-of-concept scoped to your real org.
30-minute call with a senior architect. We'll audit your current QuickBookspresence, surface the top 3 wins, and quote a fixed-bid scope if there's a fit.