QuickBooks
An accountant’s understanding. A developer’s reach.
TEKEASE® works in QuickBooks Online. The principal is a QuickBooks ProAdvisor and a QuickBooks Online developer. That combination is uncommon. It means your accounting system is configured by someone who understands the books, and connected to the rest of your business by someone who can write the code to do it.
Why QuickBooks Online
QuickBooks is the most widely used small business accounting software in the country, and QuickBooks Online is where Intuit is building its future.
Intuit has made QuickBooks Online the center of its development and no longer sells most QuickBooks Desktop editions to new customers. For a business choosing a system today, or still running an older desktop file, QuickBooks Online is where the features, the integrations, and the long-term support are.
Your books, anywhere:nothing installed and nothing to back up. Sign in from the office, from home, or from your phone, and everyone works from the same live set of books.
Room for your whole team:from a single owner to up to 25 users, each with access set to what their role requires, plus seats for your accountant at no charge.
Banking that does the typing:bank and credit card transactions flow in automatically and are matched and categorized as they arrive, so reconciliation takes minutes, not days.
Grows with the business:inventory, purchase orders, project profitability, class and location tracking, budgeting, and multiple currencies are there when you need them.
Connects to everything else:hundreds of applications integrate directly, from payment processors and e-commerce to CRMs and industry software.
Always current:no version upgrades and no annual reinstalls. New features arrive automatically, and your data is hosted and secured by Intuit.
A plan for every stage
QuickBooks Online comes in four levels. We help you choose the right one for how your business runs today, and move you up when it is time.
Simple Start:one user. Income and expenses, invoicing, bank feeds, sales tax, and 1099 tracking for a business just getting organized.
Essentials:up to three users. Adds bills and payables, billable time, multiple currencies, and recurring transactions.
Plus:up to five users. Adds inventory, purchase orders, project profitability, class and location tracking, and budgets.
Advanced:up to 25 users. Adds custom roles and permissions, workflow automation, batch entry, Excel sync, and backup and restore.
Your subscription, through your ProAdvisor
Clients can subscribe to QuickBooks Online through TEKEASE® rather than directly. The software is the same. What changes is everything around it.
Set up correctly from the first day:chart of accounts, products and services, bank feeds, sales tax, and user access configured for how your business actually runs.
Your ProAdvisor is already on the account:no invitations to send and no access to request when you need help. It is simply there.
One point of contact:questions about the software, the books, or the subscription itself go to one person who knows your file.
Your company file is always yours:the data belongs to your business, without exception.
Already on QuickBooks Online? Existing subscriptions can be moved under TEKEASE® management without disrupting your file.
Payroll, payments & bill pay
The money moving in and out of your business belongs in the same system as your books. We set up and support the QuickBooks tools that make that happen, so payroll, customer payments, and vendor bills are recorded correctly the moment they occur.
QuickBooks Payroll:paychecks, payroll taxes, and year-end forms calculated and filed automatically, with an online portal for employees. Higher plans add same-day direct deposit, time tracking, HR support, and tax penalty protection.
QuickBooks Payments:customers pay invoices online by card or bank transfer, and every payment is recorded and matched in your books automatically. Recurring billing and autopay keep regular clients current without reminders.
Bill Pay:vendor bills paid from inside QuickBooks Online, recorded as they go out, with approvals where your business needs them.
Each is configured to match your chart of accounts and your approval process, not left at the defaults.
Moving to QuickBooks Online
A conversion is only as good as the file it starts from. Most go wrong not in the move itself, but in what was carried over without being checked. We convert from the platforms businesses most often outgrow.
QuickBooks Desktop:Pro, Premier, and Enterprise, including files that have grown large, slow, or damaged over the years.
Web-based platforms:Xero, FreshBooks, Wave, and Zoho Books.
Traditional desktop software:Sage 50 and other legacy accounting systems.
Spreadsheets and paper records:for businesses that have outgrown keeping the books by hand.
How every conversion is handled
Review:we examine the existing file first, so problems are found before they are carried over.
Convert:customers, vendors, items, open invoices and bills, and transaction history moved to QuickBooks Online.
Reconcile:balances tied out against the original system before you rely on the new one.
Hand over:you and your team are shown how the new file works, so day one is ordinary.
Integrations & custom applications
QuickBooks Online is most valuable when it is not an island. As a developer on the QuickBooks Online platform, the principal builds the connections between your accounting and the systems that run the rest of your business.
Connect the systems you already use:CRMs, e-commerce stores, payment processors, scheduling and field service platforms, and industry software.
Eliminate double entry:invoices, payments, customers, and inventory move into QuickBooks Online automatically, as they happen.
Custom business applications:when no off-the-shelf connector exists, we build one, written for your workflow and secured for your data.
Reporting that runs itself:the numbers you watch, pulled from QuickBooks Online and delivered without anyone assembling them by hand.
Cleanup & review
Years of rushed entries, duplicate accounts, and unreconciled balances do not fix themselves. We review the file, correct what is wrong, and leave you with books you can rely on, and a structure that keeps them that way.
QuickBooks Online is one part of a broader financial practice. For financial review, forecasting, and forensic accounting, see Financial Intelligence.
Begin the conversation
Whether you are starting fresh, moving from another system, or connecting QuickBooks Online to the rest of your business, it begins with a conversation about how your business runs today.
Request a ConversationQuickBooks, QuickBooks Online, and ProAdvisor are trademarks of Intuit Inc. TEKEASE® is an independent firm.