Stuck in QuickBooks Online? Get 1-on-1 training and professional support, live in your file
Real Fixes. Real Time. Real Confidence.
1-on-1 Live Training for QuickBooks Online Users — Canada
Hands-On Support from a QuickBooks Certified ProAdvisor®
Practical, real-world guidance in your bookkeeping file — live and step-by-step.
Is something not adding up in your books? Not sure how to track down an error, reconcile an account, or correct a transaction? Tired of guessing, Googling, and hoping you’ll stumble across the right solution?
With professional, hands-on assistance, I connect directly to your bookkeeping system and we work through your specific issue together. You’ll understand what went wrong, how to fix it, and how to prevent it going forward — so you can move ahead with clarity and confidence.
Note: I provide independent training and support for users of QuickBooks Online Software. I am not employed by or affilitaed with Intuit or QuickBooks, other than being certified as part of the ProAdvisor Program.
Kelly O’Toole
Who Is This Training For?
If something in your bookkeeping system isn’t making sense, isn’t balancing, or is slowing you down, this session is designed for you.
- Users of QuickBooks Online software who want hands-on help fixing real issues — not generic tutorials or hours of trial-and-error.
- Business owners who feel stuck, confused, or worried something isn’t right in their books and want clarity, confidence, and a clean set of books to take to their accountant.
- Accountants and tax preparers who want trusted, independent support for QuickBooks Online software to whom they can confidently refer clients, or who want to strengthen their own skills.
How Does it Work?
This isn’t general bookkeeping training — it’s live, hands-on troubleshooting in your own QuickBooks Online file. Most clients see results immediately.
Booking and Payment
Book your session directly in my calendar
Live, 1-on-1 Remote Session
We’ll connect securely to your computer and bookkeeping file and work through the issues together.
Real-Time Fixes
We identify the issue, correct it step by step, and make sure you understand how to prevent it in the future.
Troubleshoot specific issues:
- Reconciliation problems
- Uncleared cheques
- Duplicate transactions
- Payroll, A/R, A/P issues
- Bank/credit card feed issues
- Cleaning up old transactions
- Fixing Chart of Accounts
- Vendor and customer lists
- Products and services
- Tax rates
- … and many more
Why Clients Love This Service
Live, personalized, hands-on training
Everything happens inside your QuickBooks Online file — no generic lessons, just real solutions in real time.
Independent support from an experienced, Canadian bookkeeper
Get help without being shuffled through call centers, bots or generic tutorials. We work together 1-on-1, start to finish.
Secure, remote access
You stay in control of your screen and your data. We connect safely, work together, and fully disconnect whenever you want.
Your books become your training material
No worksheets, no templates, no irrelevant theory — your own transactions become the training, so what you learn sticks.
No judgment — ever
Messy files, old mistakes, or missing knowledge? I’ve seen it all. My role is to help you fix problems, not make you feel bad for having them.
Less wasted time searching for answers
Skip the endless Googling, conflicting advice, and guesswork. Get clear, correct guidance the first time.
Avoid expensive cleanups later
Know what to do now and how to maintain it going forward, so you don’t pay more at year-end from someone else to repair preventable errors.
Simple. Fast. Real Results.
Pricing
Your session is billed at $120 CAD per hour. Most issues are resolved within a single session. If your situation requires more time, we’ll discuss it together before continuing — no surprises, no hidden fees.
You’re always in control of the pace, the scope and the cost.
Rush option available
- Ideal for time-sensitive issues, deadlines, or year end pressure. Book a RUSH SESSION here.
Why this pricing works for you?
- No subscriptions, just a simple hourly rate
- Real fixes, not theory — every minute is hands-on problem solving
- Clear expectations — you’ll know what’s going on and what it takes to finish
- No ongoing commitment — book once or whenever you need help
Book a session and get help within as little as 48 hours.
Need help sooner? Book a RUSH session as early as tomorrow.
Training for QuickBooks Online Users — Frequently Asked Questions
How does your QuickBooks Online User training work?
- Complete the booking form, choose your date and time, and complete payment
- Be sure to have a list of your questions and concerns ready
- Access the meeting via TeamViewer at the scheduled time
- Instructions will be sent in advance
- I will call to walk you through connecting to TeamViewer
- Get live support and explanations as we complete the session
- Book a follow-up session as needed
Do I need to prepare anything before the session?
Access to your QuickBooks file is helpful but not required.
- You can add me as a user to your file, directly in QuickBooks Online. I can walk you through the steps.
- This is so I can open your file on my end if needed
Be sure to have a list of your questions and concerns ready
Otherwise, no prep required — a TeamViewer link will be sent to you shortly before the meeting starts — just be logged into your bookkeeping file, exit out of any screens or programs you don’t intend to share, and be ready to begin the session!
What is TeamViewer and is it required to get your help?
TeamViewer is a remote access and control software that I pay for that allows us to work together on your device.
TeamViewer IS required. It lets me securely view and work with you on your computer / in your QuickBooks Online file, while you watch everything in real time. I ONLY access your computer during our session.
You can tell me to stop or disconnect me completely at any time – you have full control. I’ll talk you through the settings and show you exactly how to disconnect.
Will you make changes in my file?
Yes, we will make all changes together. You’ll see every step as it happens.
If you’re ever uncertain or unclear about anything, just tell me to stop and we can talk through any concerns. I won’t make any changes without your approval, and we’ll go as slowly or as quickly as you’re comfortable with.
What if you can't fix the issue in one session?
Sometimes what looks like a small problem turns out to be a bigger issue once we start digging in. If the problem is bigger than expected, I’ll find the root cause and make a clear plan.
If we discover during the session that your file needs a deeper cleanup, I’ll let you know before we continue and explain your options.
You’ll always know:
- What’s going on
- What it will take to fix it properly, and
- What your next step is — whether that’s switching to a different service or pausing while you handle part yourself.
No surprises, no hidden charges — just clarity about the best way forward.
Can my accountant be involved?
Absolutely. Many accountants refer clients to me for help and training because the files come back clean, accurate, and ready for the year end – which makes their job easier. If you want your accountant to direct the training, all is good.
How long is a session?
Most sessions are 60 minutes. That’s usually enough time to identify the issue, fix it and make sure you understand what happened and how to prevent it going forward. If we need more time, we’ll discuss it before continuing – you’re always in control of the pace and cost.
What if I am brand new to QuickBooks Online?
No problem at all. I work with beginners every day. I’ll guide you step-by-step and explain things in plain language so you understand. You’ll learn by doing, right in your own file.
What if I am embarrassed about the state of my books?
Please don’t be. Messy books, odd transactions, and missing knowledge are completely normal — and I’ve seen it all. My job isn’t to judge you; it’s to help you fix the issues quickly so you can move forward with confidence. You’ll feel better quickly.
Do you file GST/HST or other sales tax returns?
I only file GST/HST and other sales tax returns for clients whose bookkeeping has been completed by Kelly J Bookkeeping.
If you manage your own books or another bookkeeper has prepared them, I’m happy to review your file with you so you understand how the system works, what each line on a return represents, and how to use QuickBooks Online reports — but I do not file the return on your behalf.
If you are confident that your records are correct, you can log into your CRA account and file the return yourself or speak with your accountant.
When I file a return, I must be able to review the bookkeeping first, because the CRA requires me to click a declaration confirming the return is accurate to the best of my knowledge based on the information provided. If I haven’t completed or reviewed the bookkeeping, I cannot make that declaration or take responsibility for the amounts being reported.
Testimonials
I'm so glad I finally found a great Bookkeeper. Kelly has affordable rates and helps you get your QuickBooks untangled. She got me all setup so now I know exactly what's going on. Kelly does accurate and professional work.
- Randy (Google Reviews)
It has been a pleasure working with Kelly J Bookkeeping over the past 5 years. Kelly J Bookkeeping offers the most current and innovative online bookkeeping services. Most impressive, though, is how Kelly J Bookkeeping has year after year provided excellent customer service that is prompt, professional, and most importantly - secure. I highly recommend using the bookkeeping services provided by Kelly J Bookkeeping.
- John Colpo, President, Hilco Systems Ltd. (Google Reviews)
Kelly has been doing the bookkeeping for my family business for several years now. She is knowledgeable, efficient, dedicated, and easy to work with. I highly recommend Kelly J Bookkeeping
- Claudia (Google Reviews)
Kelly was a huge help to me in getting my books set up on a new system, and giving me some extra training. Kelly returns calls promptly, is on time for appointments, and is very easy to work with and learn from. I highly recommend Kelly J. Bookkeeping.
- Terry (Google Reviews)
Reliable and thorough bookkeeping and monitoring and admin. of filing obligations with CRA
- Pat Frewer (Alignable Reviews)
Great bookkeeper with high standards! Knows what she is doing.
- Claire Shawcross, CPA (Alignable Reviews)
I've worked with Kelly for the last year, and she's taken care of my Bookkeeping using QuickBooks Online. She's very professional and really help me to sort everything and get it all organized. She showed me step by step how to maintain things so it'll be so much easier going forward. Now I never have to worry about my taxes being late again!
- Randy (Intuit - Find an Accountant Reviews)
I have worked with Kelly since 2013. Her approach is to establish a working partnership and provide teaching so that as a small business owner I have a good understanding how to track the health of my business. She is very easy to communicate with by phone and email. I highly recommend Kelly especially if you are just getting started and need extra support.
- Jan (Intuit - Find an Accountant Reviews)