--- title: "QuickBooks Help" description: "QuickBooks setup, cleanup and training from a Shelby, NC office that works with clients nearby and remotely and also prepares taxes." url: https://markpattyaccounting.com/services/quickbooks lang: en last_modified: 2026-09-30 --- # QuickBooks help from the people who do your taxes Get QuickBooks set up right, cleaned up or finally understood, by an office that knows what your return needs from it. - QuickBooks certified - Setup, cleanup and training ## When QuickBooks stops making sense - Your balances don't match the bank. - Transactions are in the wrong categories, or in twice. - You're starting a business and want it set up correctly from day one. - You're not sure whether QuickBooks Online or Desktop is right for you. - You want to learn to do it yourself, with someone to check your work. ## How we help with QuickBooks - New company setup: chart of accounts, bank feeds, basic settings - Cleanup of an existing file: categories, duplicates, reconciliations - One-on-one training for you or your staff - Choosing between QuickBooks Online and Desktop - Ongoing help when questions come up - A file that's ready for tax time ## How QuickBooks help works 1. **We look at your file.** Tell us what's wrong, or what you want to set up. 2. **We fix it or build it.** Clean categories, reconciled accounts, settings that fit your business. 3. **We show you how.** You leave knowing how to keep it right, with us a call away. ## QuickBooks that lines up with your tax return We don't just clean up your file; we prepare returns from files like yours every season. So your QuickBooks is set up the way your tax return needs it, and nothing has to be redone in April. ## What QuickBooks help costs Setup and training are usually quoted as a set price. Cleanup depends on how many months need attention. We'll look first and give you a clear price. ## Common questions ### Who can help me with QuickBooks near Shelby? We can. Call our South Morgan Street office and tell us what you need, whether it's a new setup, a cleanup or training. ### How much does QuickBooks help cost? It depends on the work. We give you a clear price after a quick look at your file. ### Should I use QuickBooks Online or Desktop? It depends on your business and how you like to work. We'll walk you through the difference and help you choose. ### Can you train my staff? Yes. One-on-one training can be for you, your bookkeeper or anyone on your team. ### Can you do my books for me instead? Yes. If you'd rather hand it off, our bookkeeping service takes care of it every month. --- Mark Patty & Associates, LLC 724 South Morgan Street, Shelby, NC 28150 Phone: (704) 471-1414 Hours: Monday to Friday, 8:00 AM to 5:00 PM. After hours by appointment. Page: https://markpattyaccounting.com/services/quickbooks