Even I, who figured out the theory of relativity…
…can use help with QuickBooks and accounting.
Help & Support
Better than on-site!
We enlighten and provide solutions
that fills the gaps!
Would you like someone looking over your shoulder to fine-tune QuickBooks, explain what reports work best, point out where the mistakes are and how to correct them? What if this person understands taxes, payroll, and business management & can provide training, get you better organized, and offer solutions for a low price?
Call 800-216-0763 for a demonstration on how we can help!
NUEVO – Servicio y entrenamientos en Español. Si necesita asistencia de QuickBooks en Español llamenos al 1-800-216-0673 o a nuestro Email
QuickBooks Support By Topic
Synced QuickBooks to your bank account?
Where to customize your reports?
Let us help you improve the management of information for use in making better business decisions.
Installation and Training
Which payroll service is best for my needs?
How much of payroll do I want to handle?
Do I need job costing and class tracking?
We can help with decision process to see which payroll service is best and support in the installation and training of payroll in QuickBooks.
Large File Conversion
Is QuickBooks running slow?
Slowing you down?
We can help reduce your file to 20% of its original size.
QuickBooks Support Contract Options
Telephone support – for quick how-to questions.
Annual support – 4-hour support plan up to one year
Are you writing checks instead of paying bills to pay a vendor?
Are Bank reconciliations distressing you?
We train users of QuickBooks Desktop or QuickBooks Online to educate and make more efficient users time in QuickBooks.
Desktop to Online Transfer
Transfer your desktop data?
Get expert advice, if QuickBooks Online is best for you and trust in us to walk you through the Online process.
Every question is a good one!
Transactions- which type is best? Why?
I don’t know the procedure to make an adjustment?
How can I get good balances?
Where should I look to find and fix a mistake?
Set-up was not done correctly, how can I get back on track?
Is there a better way to handle……?
100% money back guarantee. If we cannot solve your QuickBooks problem, we will not charge. We stand by our superior knowledge of the product and we value our reputation as an expert in the industry. After you are satisfied, help us to expand by telling a colleague. So without risk, try out our services, let your business benefit from our years of experience.
Our support is better than QuickBooks! Why?
QuickBooks gives you basic software support. Intuit’s QuickBooks employees are trained in the software and do a good job answering stock questions. The support is limited to the software and your specific question. But what happens when you do not phrase your question correctly? What if the problem is both software and procedural? What if the question is an accounting or bookkeeping or tax nature rather than a software usage problem? Can a software technician understand your need for information, internal controls, beginning balance discrepancies, streamlined office systems, tax compliance, and management issues?
We respond to these primary business needs in every QuickBooks solution we provide. And best of all, you get to speak to the same support person each time you call. You can make appointments to solve QuickBooks problems when it is convenient to your schedule, receive personal service – “a bit of hand-holding” until you are comfortable with your new knowledge. We make sure your reports make sense! When they don’t, we explain why and show you how to make corrections. Intuit requires us to re-certify with each new version of QuickBooks, they release. As CPA’s and Certified QuickBooks Pro Advisors, we specialize in optimizing your set-up for easy use. Our support helps you customize QuickBooks to collect critical production, marketing and management data you need and teach you how to interpret this information.
Per usage Telephone Support Package
$35.00 covers 10 minutes expert support
Certified QuickBooks Consultants/Certified Public Accountants will provide the answers you need when you need them.
This is where to ask “how do I?” about accounting, QuickBooks or tax-related questions and we will respond with the best solution. Our fee is $35 per question. Please call 800-216-0763 and your questions are answered by Certified Public Accountants who are also Certified QuickBooks Pro Advisors.
Take advantage of our “no charge policy if we cannot answer your question”. See for yourself how much you can learn in just a short a period of time from a true expert in QuickBooks and Small Business solutions.
Call 800-216-0763 to get solutions.
E-Mail us your Question
Email Us your how to question and get a speedy response within 24 hours. Please call 800-216-0763, mention you would like to email us a question and are calling to provide credit card payment. Please include your name, company name, address, telephone number, in the e-mail.
Annual Support Contract
4 Hours Support $560
Get advanced level QuickBooks / Accounting / Tax support.
Good for up to one year date of purchase.
No question is too small when it is slowing down your productivity. The sooner you understand the basics, the sooner you will master the total power of QuickBooks.
You will receive a total of 4 hours of support (each call chargeable in 5-minute increments) during a 12 month period. Work with the same Certified QuickBooks Pro Advisor each call. Most calls are answered on the spot. However, we are happy to make an appointment to meet your schedule. Evening and weekend support is available. Try us out! Call 800-216-0763 and speak with Linda Saltz, CPA about your current QuickBooks usage. Ask her how we can help you. No charge for the call, you may be surprised at the level of support we provide.
Your support time could include:
- Fix problems
- Learn about more advanced features in QuickBooks
- Review and correct your existing QuickBooks reports
- Discover new ways to organize your office
- Install better internal controls
- Get correct opening balances into your QuickBooks
Other questions we answer cover office procedures, internal controls, tax compliance
Our mission is to provide you with the best QuickBooks training available. Plus, we help you find solutions to your financial reporting and office procedure needs. With over 20 years public and private experience (CPA/Controller) and 18 years accounting software experience get the equivalent of an off-site controller at your fingertips for the price of a support plan!
Call or send us an Email. We will return your call to introduce ourselves.
An example of a support per call session:
Support question: How do I record a prepaid deposit on a customer order?
Our response begins with: Let’s talk about your company needs:
How long before the order is completed and shipped?
What is the level of accounting knowledge of the person entering data and reviewing reports in QuickBooks?
Are you on the accrual or cash method of accounting for your taxes?
In our solution, we provide you with a recommendation and your options.
Once a solution is selected, we talk you through the set-up or if you have a high-speed internet connection we demonstrate on your desktop computer how to make the changes.
We don’t stop there – leaving the support session, we may suggest a follow-up meeting to review your work and make sure you understand how things work.
An example of one way to use our annual support :
1. Remote access to the QuickBooks File with client on the phone; Review Balance Sheet and Income Statement; make note of recommended account changes; review the detail behind these reports searching for errors
2. Discuss solutions and demonstrate or make adjustments; make necessary journal entries to correct opening balances; remove problem entries from the A/R, A/P and P/R summary reports; clean up bank reconciliations and old amounts in the deposit window; point accounts to the correct financial reports for best management review.
3. Provide a list of ‘clean up’ to do’s for next appointment.
4. Stop current session set-up next appointment. (We try to limit each support session to 1/2 hour to 1 hour to avoid information overload syndrome!)
5. Once procedures and QuickBooks file are running smoothly, we recommend another quick session in 30 days to review the file.
6. Client contacts us as needed throughout the year with “how to questions” for unusual transactions dealing with QuickBooks usage, tax or accounting questions.
So, do-it-yourself ‘ers, look no further! We will fill in that missing link! Our services are more than a check-up, they are a jump-start on the climb to success.
Call to schedule a Free assessment on your use of QuickBooks
How do you determine if you are entering transactions most efficiently?
Is there a quicker way to obtain information?
Are your reports accurate? Do you trust them to make business decisions?
Which reports do I need to make good decisions?
Set up your professional online meeting today, with Linda Saltz, a Quickbooks Pro Advisor/CPA (with over 20 years experience). She will connect to your QuickBooks with permission-based online technology and call you by phone. Together, you will spend 15 to 20 minutes reviewing your company file providing you with a list of changes, when implemented, will maximize efficiency and produce better reports with QuickBooks. Valuable business advice at no cost. To schedule call 800-216-0763 and state you want to schedule a free assessment appointment. For your convenience, we offer several evening and Saturday appointments.
Here is what our clients are saying:
to show you but if you are close to a tax filing and an entry needs to be updated in
QuickBooks-they will do it willingly and quickly. I highly recommend this company to
anyone use QuickBooks.
by Cynthia Nienart
and get's the job done and done right! I highly recommend her to any business. She
is well versed in many industries and will resolve your issues without you worrying.
Don't fume or fuss -- hire Linda!
by Kara Mojica
fact they bailed me out of a few jams.
by Michael Law
You are enthusiastic, quick, responsive, and a great teacher.
I would send you egg rolls from On's Thai Kitchen in Saint Paul, as a thank you, if possible. I know accountants prefer chocolate truffles, but they don't ship well. Instead, I would like to make a positive comment.
By Dean Gabrielson
relationship with QBalance is a MUST HAVE if you really want to understand
Quickbooks and your business!
by Steve Mizerak
mess like ours were due to a very messy conversion, you won't be able to find any
by Hannah Kirshenbaum
all again. Beverly Bell
by Beverly Bell
Kathy Kady Hopkins
by Kathy Kady-Hopkins
has a solution.
by Maria Serg
experience with QuickBooks. I am thrilled with QBalance.
by Susan Giardina
recommend her services.
by Alina Haranczyk
you call for help they work with you right away. I would recommend QBalance to
anyone using QuickBooks.
teacher and she know the Quickbooks program extremely well. I have called her to
help with all manner of problems - she always comes thru no matter how difficult the
situation. I highly recommend her. Velvet Abashian
by Velvet Abashian
their products. Prices are good and delivery is really fast.
by Patricia Vicino
by Mary McCarthy
They shipped my equipment so that it was here for Christmas.
by James Hill
helpful in every aspect of Quickbooks. I don't know what I would do without her!
by Christine Cooney
is in QB.
by Mara Jimenez
and has completed a multitude of other things for our company. She completes task
quick and efficiently.
by Bill Franz
by Rich Bytel
book-keeping for our small business and when I run into trouble, I make an
appointment and share my computer/QB files. Linda fixes the issues and only bills for
the time used for the meeting even if we have booked more time. My tax accountant
who is also a QB expert appreciates the clean-up Linda does before he gets the files
at tax season. I would recommend QBalance to anyone-- whether you are starting up
or need guidance during the year.
by Cynthia Nienart
experience. She is always responsive on getting back to me regarding any questions
or concerns that I ask her, even during the busiest time of the tax season. Her
knowledge base is simply hard to match and I have yet to stump her with a question
on taxes, bookkeeping, and business operations. I will do what it takes to keep her
out of retirement.
by John Pacchetti
training. I can't say how valuable their expertise in QuickBooks was to our
organization. We have been able to streamline a number of processes with their
assistance. In addition, the service is very cost effective. Would highly recommend
them to other companies.
by Andrew Christensen
easy tips for using Quickbooks.
by Darlene Boyle
by Rich Bytel
and did so swiftly. The software wasn't able to provide exactly what I needed and
Linda got creative to get the information in clean and usable format.
by Jeff Snyder
by Mae Rudawitz
by Ray Albrektson
to do something in QuickBooks. Very fast and efficient. Highly recommend them.
has never been an issue she hasn't been able to fix or help me with. I don't know
what I would do without her.
by Christa Cleary
by Charles Tzinberg
beyond to find solutions to problems.
by John Lipp
I have the upmost trust in the direction I have been provided. Linda really knows her
stuff and is willing to share her knowledge to guide me in my accounting practices.
by Hemant Sanghvi
Linda is my go to resource for all my QuickBooks questions. I would highly
recommend her to help with all your QuickBooks needs.
your Quickbook issues to your complete satisfaction. The support you need, when
you need it, not days away,
by Cary Wische
by Maki Coomes
steps in where I am done, does a review, identifies problems and makes any needed
corrections, plus they are always ready to handle any out of the ordinary issues that a
controller/CFO would handle quickly and affordably. Been with them for 9 years!
by Gary Van Aken
but also know the tax form categories and can help set up them up correctly. She also
can fix any issue and gives pointers on how to do things quicker.
by Cynthia Nienart
by Bettina Laskin
by Hemant Sanghvi
Español para QuickBooks
Si usted necesita ayuda en español para QuickBooks llame al
1-800-216-0763, nuestro representante le tomara su nombre y telefono para referirlo a nuestro representante bilingüe el cual se comunicara con usted. O envienos un Email con una descripcion de la ayuda para QuickBooks que necesita, su nombre y telefono.
Seremos felices de discutir su apoyo de QuickBooks y opciones de instrucción de QuickBooks