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QuickBooks Online, reconciled every month.

Monthly bookkeeping in your QBO file: $550–$1,800/mo

QBO automates the typing and none of the judgment. We manage your file monthly — feeds reviewed instead of auto-added, rules audited instead of trusted, every account reconciled to its statement — in your subscription, under your control, for one fixed fee. The close is reviewed before reports leave us.

Your subscription, your admin rights, your data — we work through accountant access you can revoke. From $550/month, scoped in writing.

Reconciled and closed monthly

Reviewed before delivery: before the file comes back to you, each account in it is reconciled to its statement and anything unresolved is written down. The six review steps.

QBO-specific habits

Feeds reviewed, never auto-added

Every bank-feed transaction confirmed before it posts — the auto-add trap is where QBO files quietly rot.

Rules audited quarterly

Bank rules drift as vendors change — we re-test them so "confidently wrong" rules don't compound.

Reconciled and closed monthly

The step the software never forces: every account matched to its statement, books locked, reports ready for review.

Quick answer

Managed QuickBooks Online is our monthly bookkeeping inside the QBO subscription and admin rights you already hold: bank feeds checked before they post, rules kept narrow, each account matched to its statement and the month closed. If you compare it with Intuit's own QuickBooks Live, compare scope and ownership: which tasks each includes, and whose access you can revoke.

File already drifted? The order is diagnose → cleanup once → manage monthly. New file? Setup first. No monthly fee papers over a broken foundation.

Failure modes

The six ways QBO files quietly rot — and the discipline for each.

QuickBooks Online's convenience features are exactly where its files fail. These are the recurring failure modes in QuickBooks Online files, with how each one starts and the habit that prevents it.

Six QuickBooks Online failure modes, how the software invites each and the discipline for it
Failure mode	How QBO invites it	The discipline
Auto-add poisoning	Rules can post their guess straight to the books, and one wrong guess repeated monthly bends every trend.	Auto-add off; every feed transaction reviewed and confirmed. Non-negotiable.
Rules drift	Vendors rename, card processors rebrand — a 2023 rule fires confidently on 2026 reality.	Quarterly rules audit: re-test each rule against a sample month.
Undeposited-funds pileup	Payments received but never grouped to match real deposits — the account balloons and revenue double-counts.	Deposits matched to bank activity weekly; the account reviewed at every close.
Duplicate feeds after bank changes	A reconnected or migrated bank connection re-imports history alongside the old one.	Post-reconnect check: transaction counts against the statement before anything posts.
Add-instead-of-match	An invoice payment "added" from the feed instead of matched books the revenue twice.	Match-first review habit; the monthly reconciliation catches what slips.
App double-posting	An integration posts sales the bank feed posts again — each door confident it's the only one.	One door per data stream, and every new app's postings traced for its first month.

All six share one property: they look fine in the register and wrong in the reconciliation — which is why the monthly reconciliation is the spine of managed QBO, not an optional report.

FAQ · Updated October 2026

Managed QBO: your questions.

What does a QuickBooks Online bookkeeper do that the software doesn't?

The judgment layer QBO automates around but can't replace. Bank feeds pull transactions in; a bookkeeper decides what they actually are — and audits the rules so 'confidently miscategorized' doesn't compound for a year. Auto-add is the specific trap: QBO will happily post a rule's guess straight to the books, and a wrong guess, repeated every month, poisons the trends. A managed file means every feed reviewed, every account reconciled to its statement monthly (the step the software never forces), receipts matched, and the reports read closely enough to notice when a number moves that shouldn't have.

How is this different from QuickBooks Live?

QuickBooks Live is Intuit's own subscription — its bookkeepers work scheduled hours within a published scope, priced in tiers by your monthly expenses. We manage the same QBO file with a different model: a fixed fee scoped to your actual volume, the operational work Intuit's published scope excludes, and every engagement reviewed before delivery. Neither is a scam; they're different instruments. The honest head-to-head — including where Live is genuinely the better buy — is our full comparison page, and it doesn't hedge.

Do you keep control of your own QuickBooks Online account?

Completely — that's non-negotiable and worth demanding from anyone you hire. The subscription stays yours, you remain the primary admin, and we work through accountant-level access that you grant and can revoke. Your history, your file, your data, portable the day you stop working with us. Any provider who wants to move your books into an account they control is building a switching cost, and you should read it as exactly that.

If your QuickBooks Online file is already a mess, can you still take it over monthly?

Yes, in the honest order: diagnose first, fix once, then manage. Taking over a drifted file without repairing it means paying monthly to maintain errors — the rules keep misfiring, the unreconciled history keeps corrupting the opening balances, and the reports stay untrustworthy. The free review reads the file and tells you which it needs: if it's genuinely tidy, monthly management starts immediately; if it's drifted, a one-time cleanup gets quoted as its own fixed fee, and the monthly rhythm starts on repaired books. No monthly fee papers over a broken file.

Which QuickBooks Online plan do you need for managed bookkeeping?

The one you already have, for a typical small business. We manage files on the standard QBO tiers, and the honest observation is that it's easy to over-buy: the features that matter for clean books — bank feeds, reconciliation, the core reports — live in the mainstream plans, and upgrades earn their cost only for specific needs like class tracking or heavier user counts. Plan features and pricing are Intuit's and change regularly, so confirm current tiers with Intuit; if your setup genuinely warrants a different plan, we'll say which and why during the review rather than defaulting to 'upgrade.'

QuickBooks and QuickBooks Live are Intuit trademarks; plan features and pricing are Intuit's and change — confirm current tiers with Intuit. Related: remote bookkeeping · all QuickBooks services.

Start with your file

Put your QBO on a monthly close.

We read your file, tell you honestly whether it needs a cleanup first, and quote one fixed monthly fee for keeping it reconciled, closed, and readable — in your subscription, under your control.

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Your subscription, your control Fixed fee, in writing Reviewed before delivery