Q&A quickbooks Online FAQs for ClearCreekBookkeeping

QuickBooks Online is cloud-based, meaning you can access your books anywhere, anytime, on any device. QuickBooks Desktop is installed on your computer and offers more advanced inventory and job-costing tools. Most small businesses prefer QuickBooks Online for its flexibility, automation, and real-time collaboration with their bookkeeper.

It’s recommended. As your bookkeeper, I need Accountant-level access to manage reconciliations, reports, and cleanup efficiently. You can still control user roles and permissions for staff or limited users.

Ideally, your books should be updated weekly for active businesses. Monthly reconciliations and reviews ensure everything stays accurate, and year-end financials are clean for tax filing.

Connecting your bank and credit card accounts allows QuickBooks to automatically import transactions, saving time and reducing data-entry errors. It also makes reconciliations and reporting more accurate. All connections are encrypted and secure through Intuit’s verified channels.

Absolutely! You’ll always have full ownership and access to your QuickBooks Online account. I simply join as your accountant user, which allows me to manage your books while you retain full control and visibility at all times.

Yes! There are several versions of QuickBooks Online, and not every business needs the same features. During onboarding, I’ll help you choose the most cost-effective plan based on your transaction volume, payroll needs, and reporting goals, so you don’t overpay for tools you won’t use.

QuickBooks Online offers multiple subscription levels:

• Simple Start – Great for new or single-owner businesses. It tracks income and expenses, sends invoices, and connects to your bank accounts for easy reconciliation.

• Essentials – Adds bill management and allows multiple users, perfect for growing businesses that need to track accounts payable or have a small team.

• Plus – The most popular version for small businesses. It includes project tracking, inventory management, and budgeting tools, ideal for service or product-based companies.

• Advanced – Designed for larger or more complex businesses. It includes detailed reporting, custom workflows, and premium support features.

If you’re not sure which level fits your needs, I’ll review your business operations and make a recommendation that balances functionality with value. My goal is to ensure you get the tools you need, without unnecessary costs.