QuickBooks bookkeeping services inside your own QuickBooks Online or Desktop file. We clear the For Review list, fix the bank rules behind it, reconcile every account and close the month. One flat fee, and the company stays in your name.
QuickBooks Online
For review · 0 left
Certified on the platforms your business already runs on
QuickBooks bookkeeping services keep your existing QuickBooks company accurate and closed each month. We code transactions, reconcile accounts, fix the setup underneath and lock each finished month. You keep the subscription and the data. Only the work changes hands.
Most people do not come here because QuickBooks is hard to open. They come because its reports stopped matching reality. A bank rule has miscoded a vendor since spring. The For Review list is four thousand deep. Two customers each exist three times. The P&L says something nobody believes. That is rarely a software fault. It is a setup fault, which is why certification is worth checking first.
One flat fee for the full monthly cycle in QuickBooks, plus the setup work that stops the same problems from coming back.
The transaction work, done every day instead of in a month-end rush.
Every bank feed item coded and accepted, never left to pile up.
Rules checked and fixed so repeat vendors land in the right account.
Bills and invoices tracked in QuickBooks, with A/P and A/R aging kept current.
Receipts attached to the transactions they support, where an auditor looks.
No forced migrations and no proprietary portal. We plug into your existing stack, or help you pick the right one during onboarding.
Certification, a second review and fixed dates, applied to the QuickBooks subscription you already pay for.
Uncertified work fixes the transaction in front of it. ProAdvisor-certified work asks why it landed there. We find the bank rule or duplicate account that sent it, and fix that. The file stops making the same errors every month.
Some providers pull your data into their own platform, so leaving them costs you your history. We join your QuickBooks company as an accountant user. The subscription stays yours. The audit log shows what we did, and removing us takes one click.
Most QuickBooks files need fixing before they need upkeep. Doing both in one engagement means cleanup decisions go straight into the monthly checklist, so nothing gets lost at handover. Cleanup is still quoted on its own, never buried in the monthly fee.
QuickBooks is good software. It is just not a bookkeeper, and most QuickBooks trouble comes from expecting it to act like one.
It starts with reviewing the file, not changing it. After that, the QuickBooks close lands on the same dates every month.
Day 0
Half an hour on your business and a look inside the company file. How deep is For Review? Which accounts never reconciled?
Within one day
One fixed monthly fee, and a separate cleanup quote if the file needs fixing first. Both come in writing.
Day 2
You invite us as an accountant user. We check rules, duplicates, opening balances and sales tax settings before posting anything.
Daily
Bank feed items coded as they land, so questions reach you while you still remember the details.
First five business days
Every account reconciled against its statement. Payroll, sales tax and accruals posted, then the month locked.
Next three days
A second, ProAdvisor-certified review checks the close against the prior month. Any balance that moved without a reason gets a question.
Tenth of the month
P&L, balance sheet, cash flow and aging reports, run from QuickBooks and sent to your inbox.
Next month, the For Review list starts at zero again.
QuickBooks makes it easy to grant far more access than a bookkeeper needs. Here are the questions to ask any provider before you invite them in.
We take the accountant role QuickBooks built for outside accountants. You stay primary admin, keep the subscription, and can remove us in one click.
The work is done to ProAdvisor standards, and a second review signs off every close. The written checklist keeps it consistent.
Everything we do shows in your own QuickBooks audit log, under our user. Nothing is hidden from you.
Only Twelix uses the accountant login you create. No marketplace, freelancer or subcontractor ever sees it.
Owners who moved their books to Twelix, on what changed afterward.
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Behind, stuck, or not sure the numbers are right? Send us the basics. We will review your file and tell you plainly what we find.
We already know what your chart of accounts needs to look like, which numbers matter, and where the books usually go wrong.
Payouts from every sales channel and sales tax, reconciled.
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Job costs, work in progress and retainage, tracked by job.
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Insurance claims, deposits and job cost, tracked by roof.
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A P&L for each property, plus escrow and owner draws.
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Daily POS sales, tips owed and food cost as a share of sales.
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Insurance payments and patient balances, matched to the bank.
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Cost per mile, IFTA fuel tax and driver pay, tracked.
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Deferred revenue, MRR and R&D tax credit support.
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Billable hours, work in progress and retainer balances.
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Restricted funds, grant tracking and Form 990 prep.
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Crop cycles, equipment depreciation and subsidy income.
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Recurring memberships, class packs and failed payments.
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Client deposits, vendor prepayments and margin per event.
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Revenue for each cohort, refunds and instructor pay.
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280E cost allocation and seed-to-sale reconciliation.
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QuickBooks bookkeeping at Twelix is one flat monthly fee, set by your transaction volume and scope. It is not billed hourly and has no setup fee. A single QuickBooks Online company with two or three bank accounts sits at the low end. Several companies with payroll, inventory and class tracking sit higher. You get a written quote within 24 hours of a free file review.
Yes, Twelix holds Intuit QuickBooks ProAdvisor certification at Level 1 and Level 2. The badges on this page are ours. It matters because most QuickBooks problems are setup problems, not typing errors. Fixing them means knowing how bank rules, the chart of accounts and sales tax settings are meant to work.
No, you invite us as an accountant user, and the company, subscription and data stay in your name. You remain the primary admin. Every change we make shows in the QuickBooks audit log. You can remove our access yourself at any time, without asking us.
Yes, and QuickBooks cleanup is where most new clients start. Common fixes include a For Review list thousands of items deep, bank rules that miscode vendors, and duplicate accounts and customers. We also clear Undeposited Funds and Opening Balance Equity, and redo reconciliations that were forced. Cleanup is quoted apart from the monthly fee. Once the file is current, this is how we reconcile and close a QuickBooks Online file each month.
Yes, we work in both QuickBooks Online and QuickBooks Desktop. Most clients choose QuickBooks Online bookkeeping, where bank feeds and app links work best. Intuit stopped selling new Desktop Pro Plus and Premier Plus subscriptions to U.S. buyers in 2024, so many Desktop users are planning a move. We handle that migration and reconcile both sides.
Yes, Intuit sells its own QuickBooks Live bookkeeping, which works only with QuickBooks Online. It suits many owners. Outsourced QuickBooks bookkeeping from Twelix differs in a few ways. We also support Desktop, and we quote a fixed monthly fee on your scope. Every close follows a written checklist and gets a second-person review.
Yes, a QuickBooks setup builds your chart of accounts, connects bank feeds, and sets up sales tax and opening balances. We build the accounts around your industry, not the generic default list. We also connect the apps you use, such as Shopify, Stripe, Square, Gusto or Bill.com. Getting this right early avoids most of the cleanup owners pay for later.
Yes, we book and reconcile payroll and sales tax inside QuickBooks each month. That works whether you run payroll through QuickBooks Payroll, Gusto or ADP. Payroll entries are tied to the provider's reports. Sales tax owed is compared with what was filed, and any gap is flagged before the month closes.
Cleanup, accounting and tax work are scoped and priced on their own. A QuickBooks cleanup never gets folded into your monthly fee.
Your books kept current, closed and reported by the 10th.
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Book a free 30-minute file review. We open your QuickBooks company, tell you plainly what is wrong, and send a flat quote within 24 hours.
Free file reviewAccountant user accessSet up in 48 hours
