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    QuickBooks Online Setup & Support in Northern Virginia & DC

    QuickBooks Online should be clean, reconciled, and ready to support your monthly close and tax reporting. If yours is a mess—or you're just getting started—we can help.

    We set up QBO correctly from the start, fix common problems, and provide ongoing support so your books stay accurate and useful.

    Book a Free CPA Call

    What QBO Setup & Support Includes

    We don't just turn on QuickBooks—we configure it to actually work for your business:

    QuickBooks Online account setup and initial configuration
    Chart of accounts tailored to your business and industry
    Bank and credit card feed connections with categorization rules
    Opening balance entry and historical data setup
    Integration with payment processors and business apps
    Basic training on navigation, transactions, and reports
    Ongoing support for questions, errors, and issues

    Need more complex setup, migrations, or multi-entity structures? Explore our QuickBooks Consulting service

    Who This Is For

    New businesses starting with QuickBooks Online for the first time
    Owners struggling to use their existing QBO account effectively
    Businesses with QBO that hasn't been reconciled or maintained properly
    Companies wanting to integrate QBO with other business apps
    Owners who want training to manage their own bookkeeping
    Anyone stuck on a QuickBooks issue they can't solve themselves

    Common QuickBooks Online Issues We Fix

    If any of these sound familiar, you're not alone—and we can fix them:

    Bank feeds that stopped syncing or import duplicates
    Transactions categorized incorrectly for months or years
    Chart of accounts that's disorganized or doesn't match your business
    Reconciliations that don't match bank statements
    Opening balances that were never set up correctly
    Reports that don't make sense or don't tie out

    If your QBO file has accumulated months or years of errors, we may recommend starting with a bookkeeping cleanup

    QBO Should Support Monthly Close and Tax-Ready Books

    QuickBooks Online is a tool—but it only works if it's configured and maintained correctly. Your QBO should be set up to support:

    • Monthly close: All transactions reconciled, categorized, and reviewed each month
    • Tax-ready reporting: P&L and Balance Sheet that are accurate and usable for tax prep
    • Business insights: Reports that actually help you understand profitability and cash flow
    Monthly bookkeeping service Financial statement preparation Financial analysis & reporting

    If Your QBO Is Messy, We Stabilize Before We Optimize

    There's no point in adding features or integrations to a messy QuickBooks file. If your QBO is behind or inaccurate, we'll stabilize first:

    Step 1: Clean Up

    Reconcile accounts, fix errors, and get your books accurate and current.

    Learn about cleanup

    Step 2: Monthly Rhythm

    Establish a monthly close process to keep your books accurate going forward.

    Explore monthly bookkeeping

    Once your books are stable, we can optimize QBO with better categorization, integrations, and reporting.

    Need help with QuickBooks Online?

    Book a Free CPA Call

    How QBO Support Connects to Taxes and Planning

    A properly configured QBO makes tax time easier—and tax planning actually possible. When your books are accurate and current:

    • Tax returns can be prepared from reliable data, not guesswork
    • Quarterly estimates are based on real numbers
    • Year-end planning decisions are informed by actual financials
    Tax return preparation Quarterly estimated tax planning Year-end tax planning

    Our QBO Setup & Support Process (3 Steps)

    We keep it simple. Here's how we get your QuickBooks working:

    1

    Assess & Configure

    We review your needs, set up or optimize your QBO account, and configure it properly for your business.

    2

    Connect & Reconcile

    We connect bank feeds, set up categorization rules, and reconcile accounts to ensure accuracy.

    3

    Train & Support

    We train you on the features you need and provide ongoing support for questions and issues.

    Add-Ons That Pair Well With QBO Support

    Monthly Bookkeeping & Reconciliations

    Let us manage your books after setup

    Financial Analysis & Reporting

    Get insights from your QBO data

    Budgeting, Forecasting & Cash Flow

    Plan ahead using your financials

    FAQs About QuickBooks Online Setup & Support

    What's the difference between this and QuickBooks Consulting?

    Setup & Support focuses on getting QBO running correctly and providing ongoing help. Consulting is a deeper engagement for complex migrations, multi-entity structures, advanced integrations, or major file restructuring.

    Can you help if I already have QBO but it's a mess?

    Yes. We often start with a cleanup to fix errors and reconcile accounts, then optimize your setup and establish a monthly close rhythm to keep things accurate going forward.

    Which QuickBooks plan do I need?

    It depends on your business needs—number of users, payroll requirements, inventory tracking, etc. We'll recommend the right plan during our initial assessment.

    Can you connect my bank and credit cards automatically?

    Yes. We set up bank feeds so transactions import automatically. We'll also configure rules to categorize recurring transactions correctly.

    Do you provide training so I can manage QBO myself?

    Yes. We can train you on entering transactions, running reports, and handling day-to-day bookkeeping if you prefer to manage it yourself.

    Can you integrate other apps with QuickBooks?

    Yes. We can help connect payment processors, time tracking tools, payroll systems, and other apps that sync with QBO.

    What if I need help after the initial setup?

    We offer ongoing support for questions and issues. Many clients transition to our monthly bookkeeping service so they don't have to manage QBO themselves at all.

    Related Bookkeeping Services

    QuickBooks Consulting & Setup

    For complex migrations and advanced setups

    Bookkeeping Cleanup & Catch-Up

    Fix messy QBO files before optimization

    Monthly Bookkeeping & Reconciliations

    Ongoing bookkeeping after setup

    Financial Statement Preparation

    Get accurate P&L and Balance Sheets from QBO

    Financial Analysis & Reporting

    Insights from your QBO data

    Budgeting, Forecasting & Cash Flow

    Plan ahead using QBO data

    Payroll Setup & Processing

    Integrate payroll with QBO

    ← Back to All Bookkeeping Services

    Get QuickBooks Working for Your Business

    Book a free call and we'll assess your QBO situation. Whether you need setup, cleanup, or ongoing support—we can help.

    Book a Free CPA Call
    Hollins & Hur logo

    Small business accountants in Manassas, VA serving Manassas, Gainesville, Haymarket, and small businesses across Northern Virginia & Washington DC. We provide bookkeeping, tax preparation, tax planning, and advisory support so businesses can grow with confidence.

    Phone: (571) 222-4765

    Email: sales@hollinsandhur.com

    Gainesville • Haymarket • Manassas

    8506 Wellington Road, Suite 201

    Manassas, VA 20109

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    Hollins and Hur is the brand name under which Hollins and Hur Accounting and Tax and Nautilus Financials LLC and its subsidiary entities provide professional services. Hollins and Hur Accounting and Tax and Nautilus Financials LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Hollins and Hur Accounting and Tax is a licensed independent CPA firm that provides attest services to its clients. Nautilus Financials LLC and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory and other non-attest services to its clients. The entities falling under the Hollins and Hur brand are independently owned and are not liable for the services provided by any other entity providing the services under the Hollins and Hur brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Hollins and Hur Accounting and Tax and Nautilus Financials LLC and its subsidiary entities.