Edition and file history
Tell us whether you use Online or Desktop, which company file is current and when the last month was completed.
QuickBooks bookkeeping services.
Bookeeping.us provides monthly bookkeeping in the client’s own QuickBooks account after checking the edition, permissions and records. AI assists preparation; a named bookkeeper reviews the agreed work and resolves unclear items with you. We assess existing balances before starting recurring month-end work rather than assuming a connected bank feed proves the books are complete.
Let’s talk about your booksAI-powered. Human-led. Month-end work with an agreed scope.
Start with the right question.
Imported bank activity, invoices and manually recorded payments can describe the same event. Accepting every feed line as a new transaction may duplicate activity already recorded in the file.
Useful inputs. Clear responsibilities.
Bank statements
Supply complete periods and prior reconciliation reports for each included bank or card account.
Invoice and bill balances
Provide open-item reports and explanations for credits or payments awaiting allocation.
Existing integrations
Identify POS, payroll or payment applications and how their entries reach QuickBooks.
Assess the starting balances
We review the last completed period and identify catch-up or cleanup before agreeing regular monthly work.
Prepare and reconcile
Your team supplies records; your bookkeeper examines transactions, asks questions and checks included statements.
Review and deliver
Agree financial reports, exceptions and the close schedule. New integrations and historical corrections are separately scoped.
Illustrative example · Fictional data
Follow the business event.
Illustrative issue: a $250 supplier bill is paid and linked in QuickBooks, then the same bank-feed withdrawal is added as another expense. The duplicate can overstate the expense and understate the bank balance. The reviewer checks the linked bill, payment and bank line before deciding the appropriate correction; matching the amount alone is not enough.
Agree specialist work separately
No claim of Intuit partnership, ProAdvisor certification, universal edition support or unrestricted access is made. Accountant permissions and the specific workflow are agreed during onboarding.
Your proposal identifies the accounts, periods, reports, fees and delivery dependencies. A named human reviewer checks the agreed work. Manual statement uploads are an option; a bank connection is not mandatory.
Questions before
you get started.
Is a live bank feed required?
No. Manual statements and suitable exports can support the agreed bookkeeping workflow. A feed is an input, not proof of reconciliation.
Can you fix a beginning-balance discrepancy?
We assess why the balance changed and which periods are affected. Corrections belong to the cleanup scope; do not force an unexplained adjustment to make the difference disappear.
A clear next step
for your books.
Tell us about your quickbooks records, software and the periods needing support. We’ll assess fit, records, scope and price before confirming work.
Please share a short description only. Keep financial documents, passwords and account numbers out of this enquiry form.