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QuickBooks Online support

QuickBooks set up right, cleaned up fast, and taught so you can run it

Whether you're starting fresh or staring at a file full of duplicates and uncategorized transactions, Mark gets your QuickBooks Online accurate, connected, and built for the way your business runs.

Connected bookkeeping dashboard, account cards, and chart-of-accounts setup in a white workspace

Setup path

Connected correctly

Feeds connectedAccounts mappedTraining included

Configured, not improvised

A file that behaves the way your business works

A QuickBooks Online file is only as good as the way it's built. New files often come with a default chart of accounts that doesn't fit the business, bank feeds that double every deposit, and sales tax set to the wrong rate. Small mistakes early turn into hours of cleanup at tax time.

Mark Browning is an advanced certified QuickBooks ProAdvisor (Online and Payroll) based in Idaho Falls and serving clients nationwide. He'll build your file right, fix the one you already have, and show you how to keep it tidy. You end up with a file your tax preparer trusts and reports you can read.

File architecture

Clean from first close

Ready to use
1

Accounts

2

Feeds

3

Rules

4

Reports

QuickBooks setup workflow with connected account cards, chart panels, and a report packet

Accounts match reality

The chart, feeds, and opening balances are shaped around how money actually moves.

Bad habits get removed

Duplicate deposits, wrong categories, and tangled feeds are cleaned before they become normal.

You can keep using it

Training happens inside your own file, with the workflows you will actually repeat.

01

A clean QuickBooks Online setup

We build your file from the ground up: company settings, a chart of accounts that fits how you make money, products and services, customers, and vendors. No generic template that you'll outgrow in a month.

02

Bank and card connections that don't double-count

We connect your bank, credit card, and payment accounts, set the right opening balances, and configure feeds so transactions come in once and land in the right place. We test it before we hand it over.

03

A full cleanup of an existing file

Already on QuickBooks Online? We reconcile every account, fix miscategorized and uncategorized transactions, clear out duplicates, and undo the messy entries so your balances finally tie out. You'll know what was wrong and what we changed.

04

Idaho sales tax configured correctly

We set up the 6% Idaho state rate and add any Teton-corridor resort rates that apply, so QuickBooks tracks what you actually owe instead of a wrong default.

05

Payroll and workflows wired in

As a Payroll-certified ProAdvisor, Mark can set up QuickBooks Payroll with Idaho withholding and unemployment, plus the day-to-day workflows for invoicing, bills, and receipts that keep the file current.

06

Hands-on training for you or your staff

We walk you through your own file, not a demo. You'll learn how to send invoices, match transactions, run the reports you need, and avoid the habits that create messes. You keep the recording and a short cheat sheet.

Know the right scope before you commit.

Mark reviews what is happening in the file, tells you what needs attention, and gives you a clear path forward within one business day.

Best fit

You are starting QuickBooks Online or your current file is fighting you.

You send

Bank access, current reports, tax setup details, and the workflows you use every week.

You get

A cleaned and configured file, connected feeds, and practical training.

Idaho tax rules, configured cleanly

We set your QuickBooks file up so the numbers behind every Idaho sales and use tax return, resort-city rates included, are ready the day they're due. When you handle the filings yourself or we file them for you, the data is already accurate.

Good to know before we start

Do I have to start a brand new file, or can you fix the one I have?

In most cases we clean up the QuickBooks Online file you already have so you keep your history. We only recommend a fresh file when the existing one is too tangled to trust, and we'll explain why before doing anything.

Will you teach me how to use it, or just do it for me?

Both, your call. Some owners want to run QuickBooks themselves after we set it up, so we train you in your own file. Others would rather hand it off, so we keep the books monthly and close by the 10th. We're happy to do either.

Is Mark really certified, or is this just a sales pitch?

Mark is an advanced certified QuickBooks ProAdvisor for QuickBooks Online and Payroll. You work with him directly, not a call center, and you'll reach a real person based in Idaho Falls within one business day.

Ready for clean books and straight answers?

Get a free, no-obligation quote and a quick health check of where your books stand. We reply within one business day. No pitch, no pressure.