Software Support | QBAccounting 24x7
Software Support

Help inside the accounting software you already run

You shouldn't have to switch platforms to get your books straightened out. We work directly inside QuickBooks, Quicken, and Sage — whichever one your business already runs on.

Overview

Platform support, not platform sales

Software support here means exactly that: help using the accounting platform you've already chosen. We don't sell software licenses, we're not a reseller, and we don't push clients toward one platform over another. If your books are in QuickBooks, we work in QuickBooks. If they're in Sage, we work in Sage.

What we bring is hands-on, day-to-day experience using these platforms for real bookkeeping work — setup, cleanup, troubleshooting, and getting reports out of them that actually match your reconciled numbers.

QBAccounting 24x7 is an independent bookkeeping practice. We are not affiliated with, endorsed by, or sponsored by Intuit Inc. (QuickBooks), Quicken Inc., or The Sage Group plc. We are not certified ProAdvisors or official partners of any of these companies — our experience comes from direct, hands-on bookkeeping work inside each platform.

QuickBooks

QuickBooks is small-business accounting software used for invoicing, expense tracking, bank feeds, and financial reporting, and it's the platform most of our clients are already using when they come to us. Our support covers the full range of day-to-day and setup work: building out a new company file, structuring a chart of accounts that actually fits your business, reviewing and correcting miscategorized transactions, and troubleshooting the workflow issues that come up in ongoing use — broken bank feed connections, duplicate transactions, or reports that don't tie back to your bank balance.

Our Support Scope

  • New company file & chart of accounts setup
  • Transaction review & error correction
  • Report generation & configuration
  • Multi-user access & permissions guidance

Common Issues We Resolve

  • Reconciliation discrepancies
  • Duplicate or missing transactions
  • Broken or disconnected bank feeds
  • Misclassified income & expense categories

Our team is experienced with QuickBooks; we are not affiliated with, endorsed by, or sponsored by Intuit Inc.

Quicken

Quicken is finance software often used by small business owners who track personal and business accounts side by side, which makes clean separation between the two one of the most common issues we're brought in to fix. Our support focuses on getting that structure right from the start — or correcting it when personal and business transactions have gotten tangled together — then keeping categories and reconciliation consistent going forward.

Our Support Scope

  • Account & category structure setup
  • Personal/business transaction separation
  • Transaction cleanup & reconciliation
  • Report configuration for tax-time readiness

Common Issues We Resolve

  • Commingled personal & business transactions
  • Unreconciled accounts
  • Inconsistent categorization over time
  • Reports that don't match bank statements

Our team is experienced with Quicken; we are not affiliated with, endorsed by, or sponsored by Quicken Inc.

Sage

Sage is accounting software more commonly used by growing and mid-market businesses handling higher transaction volume or more complex reporting needs. Our support here tends to involve more structured, ongoing work: setting up or migrating a ledger, keeping entries reviewed and reconciled on a consistent schedule, and building custom reports that reflect how your business actually breaks down — by department, project, or location.

Our Support Scope

  • Ledger setup & migration support
  • Ongoing entry review & reconciliation
  • Custom report building
  • Multi-entity & department structuring

Common Issues We Resolve

  • Unreconciled ledger entries
  • Migration data mismatches
  • Inconsistent department/class tagging
  • Reports that don't reflect actual reconciled totals

Our team is experienced with Sage; we are not affiliated with, endorsed by, or sponsored by The Sage Group plc.

How It Works

Getting support started

01

Tell us your platform & issue

Let us know whether you're on QuickBooks, Quicken, or Sage, and what's going wrong — or what you're setting up from scratch.

02

We review access & scope the work

You grant view or user access to your file. We assess what's needed and give you a clear scope before starting.

03

We fix, build, or troubleshoot

Setup, corrections, or report configuration — completed directly inside your existing file.

04

Optional ongoing support

Move into monthly bookkeeping if you'd like the platform kept reconciled and current going forward.

Questions

Software support FAQ

Do I need to switch software to work with you?

No. We work inside whichever platform you're already using — QuickBooks, Quicken, or Sage.

Are you certified partners or ProAdvisors for these platforms?

No. We are an independent bookkeeping practice with hands-on experience across all three platforms, but we don't hold or claim official certifications, partnerships, or endorsements from Intuit, Quicken Inc., or The Sage Group.

Do you sell QuickBooks, Quicken, or Sage licenses?

No. We don't sell or resell software licenses. You purchase your license directly from the provider; we support the file once it's set up.

Can you help me migrate from one platform to another?

Yes — migration support is available as part of a scoped engagement. Reach out with your current and target platform and we'll walk through what's involved.

Have an issue in your books right now?

Tell us your platform and what's going wrong — we'll take it from there.