1-on-1 QuickBooks Online Training Live, in Your File
Real Fixes. Real-Time. Real Confidence.
Bookkeeping and software support - QuickBooks Online, Xero, Wave, Sage and more.
1-on-1 QuickBooks Online & Bookkeeping Software Training Canada
Hands-On Support from a QuickBooks Certified ProAdvisor®*
Tired of guessing, Googling, and ending up in a rabbit hole, hoping you'll find the solution? Running out of patience for generic advice or poor support? Got unanswered questions about any of the following?
- Invoicing: adding your logo, setting correct taxes, recurring invoices, receiving payments, adding products/services
- Products and services: linking products/services to income and expense accounts, tax code settings, wholesale/retail prices, descriptions, etc
- Bank feeds: setting up bank connection, clearing the bank feed vs. reconciling, matching and categorizing expenses, transfers between accounts, reconciliation errors
- Expenses: adding new expense categories in your Chart of Accounts, recording personally paid expenses, capital assets vs. expenses
- Reporting: running reports, setting up custom report templates
- Verification for AI-assisted features, third party applications/ integrations
- CRA considerations: account status check, walk through, filing GST/HST returns, etc
Kelly O'Toole
*Note: I provide independent training and support for users of bookkeeping software, including QuickBooks Online. I am not employed by or affiliated with any bookkeeping software companies, Intuit or QuickBooks, other than being a certified ProAdvisor for QuickBooks Online.
It doesn't need to be this difficult.
Get personalized support for your QuickBooks Online. During our secure, live 1-on-1 training session you will get training that:
- Ties it all together for you: bookkeeping + software + company + industry
- Focuses only on what you need, when you need it (not generic bookkeeping / QBO 101)
- Makes your bookkeeping software work for you, instead of against you
- Meets and works with your current skill level, speed of learning, and needs
Get the job done with 1-on-1 training sessions
$120 CAD/hr - most issues resolved in a single session
100% Virtual - work with me from anywhere in Canada
BC-based. Never outsourced offshore. All data processed and stored in Canada.
Why Clients Love This Service
Live, personalized, hands-on training
Everything happens inside your bookkeeping file, including QuickBooks Online — 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 one-size-fits-all 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 generic worksheets or templates, no irrelevant theory — your own transactions are the training material, 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, artificial intelligence rabbit holes, generic YouTube videos, and conflicting advice, and guesswork. Get clear, correct guidance the first time.
Avoid expensive clean-ups 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.
Pricing
Standard sessions are 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
- Book your session as early as tomorrow
- Ideal for time-sensitive issues, deadlines, or year-end pressure
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 standard session and get help within as little as 48 hours.
Available 7 days a week
11am - 5pm Pacific
Need help fast? Book a RUSH session as early as tomorrow.
Available 7 days a week
11am - 5pm Pacific
Proudly Rated 5-Stars on Google
Check out some client testimonials here or see them all for yourself on Google.
Kelly’s 1-on-1 Training sessions are practical, clear, and directly applicable to real-world QuickBooks and real business scenarios. Her guidance consistently reflects actual company and industry situations rather than generic examples. The sessions also save an enormous amount of time by eliminating the need for hours of Googling and second-guessing. Extremely valuable experience.
- Bashar (Google Reviews)
As a CPA in public practice the book keepers I work with are a life line for my files. Kelly has repeatedly delivered the required data for clients that allows us to perform the most efficient engagements - very few (if any) book keeping type adjustments and even those done usually relate to a change in presentation or tax methodology application from outside.
- Claire Shawcross, CPA (Google Reviews)
She is wonderful. I'm pretty new to quickbooks and she walked me through what I was doing wrong and fixed it! I'm very impressed. 10/10 will hire.
- Beth (Google Reviews)
Kelly was instrumental in my training and understanding of the program. She ties everything together to make everything seem easy. It is critical that you can trust your bookkeeper to be thorough and accurate and be available for any problems that might arise. Kelly J Bookeeping does all that and more.
- Ian Deans (Google Reviews)
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)
Training for QuickBooks Online & Bookkeeping Software Users
Frequently Asked Questions
How does your bookkeeping software or QuickBooks Online User training work?
- Complete the booking form, choose your date and time, and submit payment
- Prepare a list of your questions and concerns
- Access the 1-on-1 Training session via TeamViewer at your scheduled time
- I'll call you to walk you through connecting
- We work live in your file and fix the issue together
- Book a follow-up session if needed
Do I need to prepare anything before the session?
Access to your bookkeeping software or QuickBooks file is helpful. TeamViewer is required so we can work together during the session.
- 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 remote access and control software that I provide which 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?
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 online bookkeeping software or 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 any online bookkeeping software 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.
This protects both you and me by ensuring the return is accurate and properly supported.
What if I use Xero, Wave, or Sage instead of QuickBooks?
Yes - while QuickBooks Online is my primary software and I am a certified ProAdvisor, I also work with Xero, Wave Accounting, Sage Business Cloud, and Excel-based systems. If you're not sure whether I can help with your specific software, just reach out and ask.
Can you help me fix what my bookkeeping software's AI did to my transactions?
Absolutely. Bookkeeping software is increasingly using AI to auto-categorize transactions - and it doesn't always get it right. If your books are a mess because the software made decisions you didn't understand or approve, that's exactly the kind of thing we can work through together in a live session.
Are your books behind or is your compliance at risk?
A bookkeeping Clean-Up Catch-Up rebuilds the foundation. Once it's stable, a monthly package keeps your obligations managed going forward.
Still have questions?
Give me a shout or send me an email.