QuickBooks Online Advanced ProAdvisor
QuickBooks setup, cleanup and training
Whether you're starting fresh or rescuing a disorganized file, you'll end up with a clean, professional QuickBooks setup your team can actually use and maintain.
New QuickBooks setup
A chart of accounts designed around how your church or business actually works, with class or location tracking where it helps, products and services, sales tax where it applies, and the reports you'll use every month.
Cleanup and catch-up
Cleanup fixes records that exist but are wrong: duplicates, miscategorized transactions, unreconciled accounts, old open invoices. Catch-up fills in periods where nothing was recorded. Most files need some of each, so every project starts with a review and a written scope. Cleanup vs catch-up, explained.
Migration
Moving from spreadsheets, another accounting system, or QuickBooks Desktop to QuickBooks Online, with opening balances verified against statements so the new file starts out right.
Training and documentation
Hands-on training for the staff or volunteers who will use QuickBooks, and short written procedures for the tasks they do each week and month.
Custom reporting
Saved reports for owners, boards and finance committees, including budget-versus-actual and, for churches, fund balance reporting.
What “Advanced ProAdvisor” means
QuickBooks ProAdvisor certifications are issued by Intuit, the maker of QuickBooks. The Advanced certification builds on the core QuickBooks Online certification and covers more complex setups and features.
Combined with an MBA and decades of financial systems work, it means your file is set up for how your organization runs, not just to get transactions in.
QuickBooks for churches
QuickBooks isn't purpose-built fund accounting software, but with deliberate setup many churches track designated and restricted funds reliably in it. Carey brings church fund accounting experience and QuickBooks expertise to the same file.
QuickBooks questions
Can a church use QuickBooks for fund accounting?
Yes, with careful setup. QuickBooks is not purpose-built fund accounting software, but a consistent chart of accounts, class or location tracking for funds, and disciplined monthly reporting let many churches track funds reliably in QuickBooks.
What is the difference between QuickBooks cleanup and catch-up bookkeeping?
Cleanup fixes records that exist but are wrong: duplicates, miscategorized transactions, unreconciled accounts. Catch-up fills in periods where no bookkeeping was done. Many files need some of both, and the first step is always a review of the file to see which.
Start with a conversation
Get your QuickBooks file working for you
Tell us about your church or business and where your bookkeeping stands. Carey will follow up to arrange a consultation, and you'll receive a written scope before any work begins.