Free initial consultation · Doral, Florida · Serving clients in all 50 states, Latin America & Europe(305) 593-0829 info@taxnelson.com
QuickBooks Services

QuickBooks Support (QuickAnswers)

Stuck on a transaction, a reconciliation that won't balance or a report that looks wrong? QuickAnswers gives you quick access to accountants who know QuickBooks and your business.

Overview

How Nelson & Associates handles QuickBooks Support (QuickAnswers)

Small QuickBooks mistakes compound over time. A wrongly recorded loan payment, a customer refund entered as an expense or a deleted reconciliation can distort your financial statements for months. QuickAnswers is designed to catch those issues early.

Send us your question by phone or email, or schedule a short screen-share session. We'll answer, fix it with you if needed, and note anything that should be adjusted at year end. Clients on monthly bookkeeping have support included.

Who this is for

  • Business owners who keep their own books
  • In-house bookkeepers who need a second opinion
  • Office staff handling unusual transactions
  • Businesses between bookkeepers
  • Owners learning QuickBooks for the first time
See if we’re a fit
What’s included

Everything covered in our QuickBooks Support (QuickAnswers) service

  1. Answers to day-to-day QuickBooks questions
  2. Help recording unusual transactions
  3. Reconciliation troubleshooting
  4. Report setup and interpretation
  5. Screen-share sessions to fix issues together
  6. Year-end adjustment notes for your tax return
  7. Software and app integration advice
  8. Recommendations when bigger cleanup is needed
Forms & filings

The paperwork behind QuickBooks Support (QuickAnswers)

Key forms and reports
Journal entryManual entry for adjustments and corrections
Loan amortizationSplitting payments into principal and interest
Refunds and creditsRecording customer refunds and vendor credits
Owner draws and contributionsRecording money in and out of the business by owners

What we’ll need from you

Have these ready and your first meeting goes faster. Missing something? We’ll help you find it.

  • Your question and a screenshot if possible
  • QuickBooks access for screen-share sessions
Start with a free consultation
The process

How it works, step by step

  1. Ask

    Call, email or book a short session.

  2. Answer

    We respond with clear, accountant-level guidance.

  3. Fix

    We correct it with you, or for you.

  4. Note

    We record anything that affects year end.

Why Nelson & Associates

Why clients choose us for QuickBooks Support (QuickAnswers)

Accountants, not just trainers

We set QuickBooks up the way your tax return and financial statements need it.

Industry-specific setup

Charts of accounts tailored to restaurants, contractors, practices and more.

Fast answers

Quick help when you're stuck, so small problems don't become big ones.

Clean books, lower fees

Well-kept books make year-end tax work faster and less expensive.

Where we work

QuickBooks Support (QuickAnswers) across the United States

From our Doral office we provide QuickBooks Support (QuickAnswers) to clients in all 50 states and Washington, D.C. Hover over a state to see its tax profile and the cities we serve; tap it to open the state page.

Questions

QuickBooks Support (QuickAnswers) FAQs

5 answers to the questions clients ask most. Don’t see yours? Ask us directly.

Ask a question

How fast will I get an answer?

We aim to respond promptly during business hours, and many questions are resolved the same day.

Is QuickAnswers included with bookkeeping?

Yes. Clients on monthly bookkeeping have support included. Others can use it on an as-needed basis.

Can you log into my QuickBooks?

Yes, with your permission, by inviting us as your accountant user. Access can be removed at any time.

What if my problem is bigger than a quick question?

We'll tell you and recommend a QuickTune-Up cleanup with a fixed quote.

Do you offer QuickBooks Support (QuickAnswers) outside Florida?

Yes. Our office is in Doral, Florida, and we work with clients across the United States and abroad through secure uploads, phone and video meetings and e-signatures. South Florida clients are welcome to meet with us in person.

Talk to a CPA about QuickBooks Support (QuickAnswers).

Your initial consultation is free. Call us, email us or visit our Doral office, and we’ll tell you exactly what you need and what it will cost.