QuickBooks Online Bookkeeping

Expert Setup • Cleanup • Ongoing Support for Modern Businesses

If you’re managing your finances in QuickBooks Online (QBO) but not sure everything is set up right, you’re not alone.

At Synergy Bookkeeping, we specialize in helping small businesses get the most out of QuickBooks Online — from setup to strategy.

Why QuickBooks Online?

QuickBooks Online is more than accounting software — it’s the financial backbone of today’s small business.

With QBO you get:

• Real-time visibility into income and expenses

• Secure cloud access from any device

• Automatic bank feeds and reconciliations

• Easy collaboration with your bookkeeper and CPA

Whether you’re upgrading from QuickBooks Desktop or starting fresh, we’ll make sure your setup supports accuracy, clarity, and growth.

Our QuickBooks Online Services

We tailor our QBO support to fit your stage of business.

🧩 Setup & Cleanup

• Chart of accounts setup

• Bank connections

• Historical data imports

• Error correction

📅 Monthly Bookkeeping

• Reconciliations

• Transaction review

• Accurate financial reporting

• Cash-flow insight

🔍 System Review & Audit

• Identify mis-categorizations

• Locate duplicate transactions

• Fix balance sheet discrepancies

🎓 Consulting & Training

• Personalized QBO training

• Automation setup

• Best-practice workflows

Common QuickBooks Online Problems We Fix

• Transactions mis-categorized or left unreconciled

• Duplicate accounts or improper mappings

• Undeposited funds not clearing to income

• Inconsistent account structures after migration

• Missing receipts or expense tracking issues

QuickBooks Online vs Desktop

Wondering whether to switch? Here’s a quick comparison: