QuickBooks Consulting Services
Expert Setup, Optimization & Support for QuickBooks Online and Desktop
Maximize your QuickBooks investment with expert assistance from 3X Solutions — your go-to partner for setup, file optimization, PCI compliance, and staff training. Whether you’re a small business owner, accountant, or finance team leader, we help you take control of your accounting with accuracy, efficiency, and confidence.
QuickBooks Online
Cloud-Based Setup and Support for Remote Teams
QuickBooks Online is the future of small business accounting — and we help you get it right from day one.
Our QuickBooks Online Services Include:
Full account setup with company info, chart of accounts, and tax configuration
Bank and credit card integration with real-time sync
Cloud access for teams, with secure role-based permissions
App integrations (e.g., Shopify, Stripe, Gusto, HubSpot)
Monthly reconciliations and performance reviews
Troubleshooting and ongoing QuickBooks support
💼 Ideal for startups, growing businesses, and remote finance teams needing real-time data and secure cloud access.
QuickBooks Desktop
Powerful Desktop Accounting, Set Up Right the First Time
Still relying on QuickBooks Desktop for robust features and offline access? We ensure your software is installed, configured, and optimized for your operations.
Services Include:
QuickBooks Pro, Premier, and Enterprise installation
Data migration from legacy systems or Excel
Version upgrades and file conversion
Multi-user access via local networks or hosted servers
License management and backup scheduling
🖥 We make sure your desktop system is secure, current, and running at peak performance.
QuickBooks File Optimization
Faster, Leaner, and More Reliable QuickBooks Files
Large or corrupted QuickBooks files can slow down your workflow and risk data loss. Our QuickBooks file optimization service improves speed, reduces errors, and enhances software performance.
Optimization Services Include:
File condensing and size reduction
Removal of unused accounts, vendors, and transactions
Fixing corruption and performance issues
Merging duplicate entries
Archiving old data for compliance
Post-cleanup file testing and integrity checks
🚀 Avoid crashes and delays by maintaining a clean, optimized QuickBooks file environment.
QuickBooks PCI Compliance
Secure Payments & Regulatory Peace of Mind
Handling sensitive customer payment data? We help ensure your QuickBooks environment meets PCI standards and industry compliance requirements.
What We Cover:
Setup of PCI-compliant payment gateways
Encryption protocols and tokenized payments
Two-factor authentication and role-based access
Audit preparation and transaction traceability
Ongoing security reviews and documentation
🔐 Stay compliant with today’s strict data protection regulations (like PCI-DSS, SOC 2, and GDPR) — we’ll show you how.
QuickBooks Training Services
Empower Your Team with the Right Accounting Skills
A powerful tool like QuickBooks is only as good as the people using it. Our QuickBooks training for business owners and staff ensures confident, accurate use every day.
Training Topics:
Creating and sending invoices
Managing bills and expenses
Running key reports (P&L, Balance Sheet, Cash Flow)
Payroll setup and compliance
Bank reconciliations and financial reviews
User permissions and internal controls
👥 Live training sessions, on-demand tutorials, and personalized support available.
Frequently Asked Questions
Can you help migrate from QuickBooks Desktop to Online?
Yes! We handle complete migration including data mapping, reconciliation, and post-transfer support.
How often should I optimize my QuickBooks file?
We recommend quarterly optimization or anytime your file exceeds 500MB or shows performance issues.
Do you offer one-on-one QuickBooks training?
Yes, we provide both one-on-one and team training options tailored to your business needs.
What industries do you specialize in?
We support retail, e-commerce, consulting, healthcare, construction, and professional services.
Can you ensure our QuickBooks system is PCI compliant?
Yes — we audit and configure your setup to meet or exceed PCI and financial data compliance requirements.
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