QuickBooks Accountants

Get more from QuickBooks with practical support from accountants who understand both the software and UK tax.

Yorkshire Accountancy helps sole traders, limited companies, landlords and growing businesses set up, migrate to and manage QuickBooks Online. Whether you need help fixing inaccurate records, completing your bookkeeping or producing better financial reports, our QuickBooks accountants can provide the level of support you need.

From our base in East Yorkshire, we support businesses across Hull, Yorkshire and throughout the UK.

Yorkshire Accountancy is a QuickBooks ProAdvisor Programme Elite practice, the top tier of Intuit’s accreditation for accounting professionals, reflecting our depth of QuickBooks expertise and client experience.

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QuickBooks Accounting Support Built Around Your Business

QuickBooks can make everyday financial administration simpler, but the software is only as useful as the information entered into it. Incorrect VAT codes, unreconciled bank transactions, duplicated entries and poorly configured accounts can leave you with misleading reports and unexpected problems at the end of the year. Our QuickBooks accountants and bookkeepers help ensure your records are accurate, organised and genuinely useful. We can configure QuickBooks around the way your business operates, keep your bookkeeping up to date and help you understand what the figures mean. You receive more than technical software support. You receive practical accounting advice from a team that understands bookkeeping, VAT, payroll, tax compliance and business reporting.

Our QuickBooks Accounting Services

We can provide one-off assistance or ongoing QuickBooks bookkeeping and accountancy support.

Our services include:

  • QuickBooks setup and configuration
  • QuickBooks health checks
  • Catch-up bookkeeping
  • QuickBooks cleanup and error correction
  • Migration from spreadsheets or other accounting software
  • Bank-feed setup and bank reconciliation
  • Sales and purchase ledger management
  • Receipt and expense processing
  • VAT return preparation and submission
  • Making Tax Digital support (VAT and Income Tax)
  • Construction Industry Scheme accounting
  • QuickBooks payroll support
  • Management accounts and financial reporting
  • Cash-flow and business performance reviews
  • Year-end accounts and Corporation Tax preparation from your QuickBooks data
  • Self Assessment support for sole traders using QuickBooks Self-Employed
  • QuickBooks app and add-on integration (receipt capture, payments, inventory)
  • QuickBooks training for business owners and employees
  • Ongoing accountancy and tax support

We will agree the scope of work with you before we begin, so it is clear which responsibilities we will handle and which tasks will remain with you or your internal team.

Which QuickBooks Plan Is Right for Your Business?

QuickBooks Online is sold in several tiers, and choosing the right one from the outset avoids paying for features you don’t need or outgrowing your software within months.

  • QuickBooks Self-Employed: suited to sole traders with simple income and expenses, including mileage tracking and Self Assessment estimates
  • Simple Start: single-user access, invoicing, VAT and basic reporting for very small businesses
  • Essentials: adds bill management and multiple users, suited to businesses managing supplier payments
  • Plus: adds inventory tracking, project profitability and budgeting, suited to product-based or project-based businesses
  • Advanced: adds deeper reporting, workflow automation and dedicated support, suited to larger or multi-entity businesses

We can review your business against these tiers and recommend the plan that matches your transaction volume, reporting needs and growth plans, rather than defaulting to whichever plan is easiest to set up.

QuickBooks Setup and Configuration

A properly configured QuickBooks account can save time, reduce errors and give you a clearer picture of your finances.

We can help set up QuickBooks for a new business or review an account that has already been created. Depending on your requirements, this may include:

  • Creating or refining your chart of accounts
  • Entering opening balances
  • Connecting business bank accounts and credit cards
  • Creating bank rules
  • Configuring your VAT scheme and VAT codes
  • Setting up customers and suppliers
  • Customising invoice templates
  • Adding products and services
  • Establishing payment terms
  • Setting up users and access permissions
  • Configuring departments, classes or projects
  • Setting up multi-currency for businesses trading internationally
  • Configuring stock and inventory tracking
  • Creating useful management reports

QuickBooks includes tools such as bank feeds, receipt capture, transaction categorisation, mileage tracking, VAT preparation and financial reporting. We help configure and use these features in a way that suits your business rather than applying the same setup to every client.

Connecting QuickBooks With the Apps You Already Use

QuickBooks works alongside a wide range of third-party apps, and connecting the right ones can remove manual data entry almost entirely. We can help you set up and configure integrations including:

  • Receipt and invoice capture tools such as Dext and Hubdoc
  • Payment collection tools such as GoCardless, Stripe and PayPal
  • Ecommerce platforms such as Shopify, Amazon, eBay, Etsy, WooCommerce and TikTok Shop
  • Time-tracking tools for service businesses that bill by the hour
  • Payroll and HR software where QuickBooks payroll isn’t the right fit

If you’re not sure which integrations would save you the most time, we can review your current processes and suggest a setup that fits.

Moving Your Accounts to QuickBooks

Changing accounting systems can feel daunting, particularly when several years of transactions, customer balances and VAT records are involved.

Our QuickBooks migration service can help you move from:

  • Excel or other spreadsheets
  • Manual bookkeeping records
  • Sage
  • Xero
  • FreeAgent
  • QuickBooks Desktop
  • Another bookkeeping or accounting platform

Before moving your data, we will review your existing records and agree an appropriate migration date. We can then transfer or enter the information required to continue your accounting accurately in QuickBooks.

The migration process may include:

  • Reviewing your existing bookkeeping records
  • Agreeing a suitable cut-off date
  • Creating the QuickBooks account
  • Configuring the chart of accounts and tax settings
  • Importing customer, supplier and transaction data
  • Entering and checking opening balances
  • Reconciling bank and control accounts
  • Checking VAT, debtor and creditor balances
  • Providing training before you begin using the system

The exact process will depend on the software you currently use and the condition of your existing records. We will explain what can be transferred, what needs to be retained separately and what checks are required before the new system goes live.

Is QuickBooks Right for You, or Would Xero or Sage Suit Better?

We work with QuickBooks, Xero and Sage, so our recommendation isn’t tied to a single platform. QuickBooks tends to suit businesses that want strong mobile invoicing and receipt capture, straightforward inventory tracking, and a wide app ecosystem. If you’re deciding between platforms, we can talk through how each handles your specific requirements, such as multi-currency trading, industry-specific reporting or the number of users you need,  before you commit.

From QuickBooks Records to Your Annual Accounts and Tax Return

Accurate day-to-day bookkeeping in QuickBooks is the foundation, but it also needs to feed correctly into your statutory obligations. We use your QuickBooks data to prepare:

  • Year-end statutory accounts for limited companies
  • Corporation Tax computations and CT600 returns
  • Self Assessment tax returns for sole traders and partners, including those using QuickBooks Self-Employed
  • Management accounts for directors who want visibility between year ends

Keeping your QuickBooks account accurate throughout the year makes this process faster and reduces the risk of adjustments or surprises at year end.

Why We’re The Best QuickBooks Accountants For You To Work With

Whilst QuickBooks makes managing your day-to-day accounts much simpler, these laborious tasks and never-ending financial forecasting can really drive your time away from what truly matters- the running of your business.

That’s why various businesses choose Yorkshire Accountancy as their QuickBooks accountants. We hold QuickBooks ProAdvisor Programme Elite status, Intuit’s highest accreditation tier for accounting professionals, and our team of qualified QuickBooks accountants have extensive experience with the software and can effectively utilise its features to help your business gain financial clarity.

Although QuickBooks helps simplify accounting for business owners, it can’t understand the complex UK tax laws in the same way our team of accountants can. Having software that helps you file a tax return is one thing, but having a trained QuickBooks professional who knows how to make you and your business more tax efficient will save you time and hard-earned money!

We offer personalised support to ensure that you get the most out of QuickBooks, and we are always available to answer any questions or concerns you may have.

Your data is held in QuickBooks’ secure, encrypted cloud environment, and we apply the same care to how we access and handle your records, with user permissions set appropriately for anyone working in your account.

QuickBooks Training For Small Business Owners

If you’re a small business owner looking to take control of your finances and streamline your accounting processes, QuickBooks training may be the perfect solution for you. Our team of QuickBooks bookkeeping experts can provide personalised training to help you master the software and take full advantage of all of its features. From setting up QuickBooks and importing your financial data to creating invoices and managing your expenses, we’ll guide you through every step of the process.

This training is designed to be practical and hands-on, so you can get up and running with the software as quickly as possible. We’ll work with you to understand your specific business needs and tailor the training to meet them.

Any assistance can be provided online via video calls, so there is no need for you to have to leave the office and take unnecessary time away from your business to master the software. Investing in QuickBooks training is an investment in the long-term success of your business. Let us help you get the most out of QuickBooks and achieve greater financial clarity and success!

How QuickBooks Software & Our Expert Guidance Makes Your Business Tax Compliant

Whether it’s more accurate expense reporting or ensuring your business is set to comply with Making Tax Digital (MTD), our expert QuickBooks bookkeepers can ensure you stay compliant with UK tax law.

Depending on how much a business earns, as well as which industry they operate in, will determine what different tax commitments that they have. Because QuickBooks is a world-leading software, it incorporates many features that some businesses will need and others perhaps won’t.

For example, filing VAT returns can be tedious and time-consuming, but QuickBooks Online makes it easy. With their bookkeeping services, you can file your VAT returns directly with HMRC, saving you the effort of doing it manually. Plus, QuickBooks is fully compliant with Making Tax Digital for VAT, so you can trust that you’re following all of the latest rules and regulations. This software also provides an audit trail showing which transactions have been claimed, making it easier to track your VAT claims and that you accurately report your income and expenses.

Making Tax Digital is also extending to Income Tax Self Assessment (MTD for ITSA). Sole traders and landlords with qualifying income above £50,000 are required to keep digital records and submit quarterly updates from April 2026, with the threshold falling to £30,000 from April 2027 and £20,000 from April 2028. We can review whether MTD for ITSA applies to you, get QuickBooks configured to meet the requirements, and manage your quarterly submissions.

In addition to handling VAT returns, QuickBooks Online also excels at managing the Construction Industry Scheme (CIS). When you add suppliers to QuickBooks, it will automatically deduct CIS as needed, creating a monthly CIS return that can be filed directly with HMRC. These features help to ensure that your business remains compliant with HMRC at all times, giving you one less thing to worry about as you focus on growing your business.

If you’re thinking about moving your business accounts from a desktop to QuickBooks Online or cloud accounting, and you’re not sure which package would be the best fit for you, then get in touch, and we can help you decide your next move.

Who We Support on QuickBooks

We work with QuickBooks clients across a range of sectors, including:

  • Construction and trades businesses using CIS
  • Landlords managing rental income and property expenses
  • Ecommerce sellers on Amazon, eBay, Etsy, Shopify and TikTok Shop
  • Retail and hospitality businesses needing daily takings and stock tracking
  • Professional services and consultancies invoicing by project or by time
  • Charities and community interest companies (CICs)

If your industry isn’t listed, get in touch, the setup principles carry across most sectors, and we’ll tell you honestly if your requirements need something beyond QuickBooks.

Frequently Asked Questions

We’ve done our best to try and answer some of the most frequently asked questions about QuickBooks accounting services below:

Yes. We hold QuickBooks ProAdvisor Programme Elite status, the highest tier of Intuit’s accreditation for accounting professionals. This reflects our depth of QuickBooks expertise across setup, troubleshooting and ongoing support.

Combining the two can be one of the most effective ways to manage your cash flow, invoices and tax. Quickbooks accountants will manage the software so that you don’t have to and provide strategic advice that helps you run your business. A dedicated account manager will keep on track of unpaid invoices and the financial running of your business and provide helpful advice.

A QuickBooks accountant helps ensure the information recorded in the software is accurate and suitable for preparing accounts, VAT returns and tax submissions.

The work may include setting up QuickBooks, reviewing transactions, reconciling accounts, correcting errors, preparing reports and advising you on your financial position.

Yes. We can configure a new QuickBooks account, create the chart of accounts, enter opening balances, connect bank feeds and establish an appropriate bookkeeping process.

We can also train you or your employees to complete agreed tasks.

Yes. We can complete a QuickBooks health check and investigate issues such as unreconciled transactions, duplicate entries, incorrect VAT codes and inaccurate balances.

We will explain the work required before completing a significant cleanup.

Contact Us

Please call or email to arrange your FREE consultation for any of our services.

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We’re a modern, friendly and proactive accountancy service.

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Let's discuss how we can help your business

Our goal is to remove as much time and stress from the accounting side of your business so that you can focus on what matters more to you.