Setup & configuration
Chart of accounts, bank feeds, sales tax and invoicing templates configured to match how your business actually works — so the file is right from day one.
QuickBooks Online Services · Austin, TX
QuickBooks Online Services for Small BusinessesSetup, migration, cleanups for QuickBooks and training — done right the first time.
QuickBooks is only as good as what goes into it. As an Intuit certified ProAdvisor based in Austin, I set up, fix and run QuickBooks Online so the numbers in it are ones you can actually trust.
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QuickBooks services
Everything QuickBooks, from first login to clean books
Data migration
Moving from spreadsheets, another program or a messy desktop file? Your history, customers and vendors come across cleanly — without the garbage.
Cleanups for QuickBooks
File already a mess? I repair existing company files: duplicates removed, accounts reconciled, categories corrected.
Training & ongoing support
Want to keep a hand in the books? I train you or your team on the workflows that matter, then stay on as your backstop.
Automation
Rules, recurring transactions and bank feed automation set up so routine work runs itself and nothing gets double-entered.
Ongoing monthly bookkeeping
Prefer to hand it off completely? Flat-fee monthly bookkeeping keeps your QuickBooks reconciled and current, every month.
Common problems
QuickBooks problems I fix every week
If your file looks like this, you don’t need new software — you need the current one fixed.
- Thousands sitting in Undeposited Funds with no idea what they are.
- Bank balances that never match QuickBooks.
- The same expense categorized three different ways.
- Sales tax set up wrong since the day the account was created.
- Payroll spending that never made it into the books.
- Duplicate transactions from a bank feed that got connected twice.
The software isn’t the bookkeeper
A clean setup is the start — not the finish line
QuickBooks records whatever it’s given, including the mistakes. A correct setup, a good chart of accounts and trained users keep new errors out; a monthly close keeps the old ones out. That’s why most QuickBooks clients pair setup or cleanup with flat-fee monthly bookkeeping — the file stays as good as the day it was fixed.
A note on taxes: QuickBooks can produce sales tax and payroll tax reports, but Tejas Bookkeeping does not prepare or file income tax returns. I keep your QuickBooks data accurate and CPA-ready so your tax preparer can work quickly.
Three packages
Flat monthly pricing that includes QuickBooks
Setup and training are scoped individually. Ongoing bookkeeping in your QuickBooks file starts at $400/mo and scales with your transaction volume.
Most popular
Bookkeeping
$400/mo+
Monthly close, reconciliation and financial statements. Tiered by transaction volume so you only pay for what you use.
- Monthly P&L + balance sheet
- Bank + credit card reconciliation
- Categorization done right
- Email + portal support
Bookkeeping Plus
$600/mo+
Everything in Bookkeeping, plus payroll, sales tax, state unemployment, 1099 prep and a year-end financial package.
- Everything in Bookkeeping
- Payroll processing
- Sales tax & SUTA filings
- 1099 prep + filing
- Year-end financial package
Catch-Up & Cleanup
$3 +/ transaction
Behind a few months or a few years? One-time project to rebuild accurate history, then you roll onto a monthly package.
- Full transaction rebuild
- Reconciled prior periods
- Corrected chart of accounts
- Free scope + quote up front
Bookkeeping pricing scales with your volume
Tax return preparation and filing is not offered. I keep your books tax-ready and work directly with your CPA.
Get a straight answer about your QuickBooks
Send me your file and I’ll tell you honestly what shape it’s in, what it would take to fix, and what it would cost — free, before you commit to anything.
QuickBooks FAQ
Straight answers to common questions
Don't see your question? Reach out and I'll get back to you directly.
No. If you’re starting fresh or still on spreadsheets, I’ll recommend the right QuickBooks Online plan, set up the company file correctly, and connect your bank feeds. Starting with a proper setup is far cheaper than fixing a bad one later.
Free · No obligation · No pitch
Schedule a Free 15 Minute Phone Consultation
Let's talk about your business, where bookkeeping is slowing you down, and what a flat monthly fee would look like for you. No sales pressure — just straight answers.