Why We Use QuickBooks Online (QBO)

At InstAccounting, we use QuickBooks Online (QBO) — the leading cloud-based accounting software for small and growing businesses. It’s secure, flexible, and built to handle everything from daily transactions to tax filings. Whether you’re a service provider, contractor, retailer, or freelancer, QBO adapts to your needs.

As part of your monthly service, we take care of all the setup, cleanup, or conversion from your old accounting system — so you don’t have to stress about starting over or losing data.

• New to bookkeeping? We’ll build your QBO file from scratch, tailored to your business.
• Using spreadsheets or other software? We’ll migrate your data and get everything organized.
• Books a mess? We’ll clean them up and get your QBO account audit-ready.

Your QBO subscription is included in your monthly rate — no hidden fees, no separate billing.

• Create professional, branded invoices
• Accept online payments (ACH, credit card)
• Set up recurring invoices or automatic reminders

• Send estimates to customers for approval
• Convert accepted quotes into invoices instantly

• Automatically sync with your bank and credit cards
• Snap and upload receipts on the go
• Categorize transactions and track by project, class, or location

• Match transactions to statements quickly
• Keep your books accurate and up to date

• Add full-service payroll directly into QBO (QBO Payroll)
• Track employee and contractor pay
• File payroll taxes on time

• Automatically calculate sales tax by state/county
• Track sales tax liability and file with confidence

• Real-time Profit & Loss and Balance Sheet
• Cash flow reports and management dashboards
• Custom reports tailored to your goals

QBO works seamlessly with hundreds of other platforms you may already use — including:

• Square, Stripe, PayPal (payment processing)
• Shopify, Amazon, Etsy (eCommerce)
• Expensify, Dext (receipt management)
• HubSpot, Jobber, Clio, and many more

No matter what industry you’re in, we’ll help connect the right tools to make your accounting effortless and automated.

QuickBooks Online is:

• Cloud-based (access your finances from anywhere)
• Secure (bank-level encryption and access controls)
• Flexible (customizable for any industry)
• Reliable (backed by Intuit, trusted by millions)
• Scalable (from solo-preneurs to growing teams)

With QBO, you don’t need to be an accountant to understand your numbers — and with me managing the backend, you can focus on your business instead of the books.

• Full QBO subscription (you don’t pay Intuit directly)
• Initial setup or file conversion
• Ongoing file maintenance and optimization
• Personalized training or walkthroughs if you want to learn more
• Real-time access to your own QBO file, always