QuickBooks Online Bookkeeping Service: What a Monthly Close Inside Your Own File Looks Like
You already pay for QuickBooks Online. The problem isn't the software. It's that the bank feed has 300 uncategorized transactions and the last reconciliation was in spring.
A QuickBooks Online bookkeeping service keeps that file current for you. This guide covers what monthly QuickBooks Online bookkeeping should include, how Linked-do-Books™ does it remotely without ever asking for your password, and what it costs.
What monthly QuickBooks Online bookkeeping covers
Each month, Linked-do-Books works inside your own QuickBooks Online company and closes the month out:
- Transaction categorization: bank and card activity coded to the right accounts.
- Monthly reconciliation: bank and credit-card accounts reconciled so QuickBooks matches your statements.
- Reports: a basic Profit & Loss on Lite and Starter, and detailed monthly financial reports on Growth and Full-Service.
- Accounts payable and receivable: managed on Growth and Full-Service.
- Human review and a plain-language note on every monthly plan, covering what changed and what to look at next.
New to the terms? See how to categorize business transactions and how to reconcile a bank account.
You keep the file and the login
The work happens in your QuickBooks Online company, so your records stay in your account rather than in a proprietary system.
- Start with a conversation. Use the contact form or call (406) 500-5242 to describe your setup. Don't attach records at this stage.
- Invite Linked-do-Books as an accountant or user inside your QuickBooks Online company. You keep your login and can remove access later. See how to give your bookkeeper access safely.
- Share records securely through the designated upload page when asked, never through a public form.
- Get your monthly close: reviewed reports and a short plain-language note.
Never send QuickBooks passwords or bank logins through a form or email.
Behind in QuickBooks? Clean up first
If the file has months of uncategorized transactions or unreconciled accounts, start with Books Clean-Up. It's a one-time project: categorize the backlog, reconcile the accounts, review discrepancies and produce clean reports for the agreed period. Pricing is flat: $150 per month behind, with a $600 minimum and a $1,800 cap. Then a monthly plan keeps the file current. More on catch-up bookkeeping cost.
What it costs
QuickBooks Online bookkeeping uses the standard flat monthly plans:
| Plan | Price |
|---|---|
| Lite | $199/month (up to 50 transactions a month and 1 bank or card account) |
| Starter | $249/month |
| Growth | $399/month |
| Full-Service | $649/month |
Cancel anytime, or prepay a year and save 15%. Compare everything on the pricing page, or read annual vs. monthly bookkeeping plans.
Who it's for
Owners who already run their business in QuickBooks Online, or want to, but don't have time to keep it current: consultants, contractors and trades, agencies and other service businesses. Selling on Shopify or several channels? E-commerce bookkeeping covers payouts, fees, refunds and inventory, and the QuickBooks e-commerce workflow guide goes deeper.
Not sure where your books stand? Take the Bookkeeping Health Score or grab the free bookkeeping checklist.
What's outside scope
Linked-do-Books provides bookkeeping only. Tax preparation, tax advice and IRS representation are outside our scope; tax questions are referred to independent licensed tax professionals. See bookkeeping vs. tax prep.
FAQ
Do I need to give you my QuickBooks password?
No. You invite Linked-do-Books as an accountant or user inside your own company, and you can remove the invite later.
Who owns the QuickBooks Online file?
You do.
Do I have to be in Montana?
No. Linked-do-Books is 100% remote and works with small businesses anywhere in the U.S.
Do you prepare my tax return?
No. Bookkeeping only.
Linked-do-Books provides bookkeeping services. We do not provide tax, legal or investment advice, do not prepare or sign tax returns, and do not represent clients before the IRS.