QuickBooks
Setup, optimization, troubleshooting, migration, and training — across QuickBooks Online and Desktop.
QuickBooks Online solutions
Collaborative accounting and payroll workflows for flexible remote access.
New company setup
Subscription guidance, company settings, chart of accounts, users, opening balances, and connected accounts.
Optimization
Review of bank rules, products/services, classes, locations, reporting, and workflow settings.
Monthly support
Transaction review, reconciliations, reports, issue tracking, and practical user guidance.
QuickBooks Online Payroll
Payroll configuration, employee setup support, pay schedules, processing workflow, reports, and bookkeeping integration.
Migration support
Planning and review for moving from spreadsheets or QuickBooks Desktop to QuickBooks Online.
Training
Role-based instruction for owners and staff using the client's actual workflow.
Final software selection, payroll configuration, and migration scope depend on business complexity, workforce needs, integrations, user access, and record quality.
QuickBooks Desktop solutions
Practical support for established local accounting environments. Many businesses continue to rely on QuickBooks Desktop because of established workflows, industry needs, historical data, or specific features. Headstream supports appropriate Pro, Premier, Accountant, and Enterprise environments, subject to software availability and support status.
Company-file setup
Preferences, chart of accounts, users, lists, opening balances, and operating workflow.
Review & cleanup
Reconciliations, list cleanup, mapping corrections, duplicate review, and report validation.
Operational support
Guidance for recurring entries, memorized transactions, closing dates, backup routines, and user access.
Payroll integration
Review of payroll entries, liability accounts, payroll reports, and coordination with supported payroll workflows.
Migration readiness
File assessment, cleanup, backup, conversion planning, and post-migration validation.
User training
Practical instruction for owners and staff using Desktop-based processes.
Online, Desktop, or somewhere in between?
Tell us how your business operates today — we'll recommend the right QuickBooks setup and migration path.