With QuickBooks and Unity Consulting, you’ll get more than just an accounting tool—you’ll gain a trusted partner for smarter, seamless financial management.

As a QBO Silver Tier Pro Advisor, we deliver expert guidance to streamline your accounting processes and maximize QuickBooks Online for your business.

Your Accounting, Simplified.

QuickBooks brings clarity and control to your business finances. From day-to-day expense tracking to long-term planning, it’s a solution that works as hard as you do. Paired with Unity Consulting Firm’s expertise, QuickBooks becomes the cornerstone of an efficient and scalable financial system that evolves with your business.

Key Benefits:

Save Time: Automate routine tasks like invoicing and bank reconciliations.
Make Smarter Decisions: Access real-time insights with customizable reports.
Stay Flexible: Scale effortlessly as your business grows.
Work Smarter, Not Harder: Integrate with hundreds of apps to simplify your workflows.

What QuickBooks Can Do for You

QuickBooks offers a suite of features designed to streamline your business operations and enhance financial management. Here's an in-depth look at its key functionalities:

Financial Reporting and Insights: QuickBooks provides a robust set of customizable reports, enabling you to gain deep insights into your business's financial health. Generate profit and loss statements, balance sheets, and cash flow reports with ease, allowing for informed decision-making and strategic planning.

Automated Invoicing and Payments: Simplify your billing process by creating professional invoices that can be sent directly to clients. QuickBooks supports online payment options, facilitating faster transactions and improving cash flow. Set up recurring invoices for regular clients to save time and reduce manual entry.

Expense Tracking and Reconciliation: Connect your bank and credit card accounts to QuickBooks to automatically import and categorize expenses. This automation ensures accurate records and simplifies the reconciliation process, helping you stay on top of your expenditures and manage budgets effectively.

Inventory and Tax Management: For businesses dealing with physical products, QuickBooks offers inventory tracking to monitor stock levels, manage orders, and help prevent shortages or overstocking. Additionally, it handles tax calculations and compliance, ensuring accurate tax reporting and reducing the risk of errors during tax season.

By leveraging these features, QuickBooks serves as a central hub for your financial operations, promoting efficiency and providing a clear view of your business's financial status.

Who Benefits from QuickBooks?

Small to Mid-Sized Businesses

If you’re managing finances on your own or with a small team, QuickBooks helps you work smarter—not harder.

E-Commerce and Retail

Service-Based Businesses

Track time, bill clients accurately, and automate routine invoicing tasks to keep projects on track and cash flow steady.

Manage inventory, sales, and fulfillment all in one place. QuickBooks integrates seamlessly with platforms like Shopify and Cin7 to keep your operations running smoothly.

Integrations

QuickBooks seamlessly integrates with various platforms, enhancing your business operations by automating workflows and centralizing data. Here's how it connects with some key tools.

Shopify

By linking QuickBooks with Shopify, you can automate the transfer of sales data, manage inventory in real-time, and streamline financial reporting. This integration reduces manual data entry and minimizes errors, ensuring your financial records are always up-to-date.

Cin7

Integrating QuickBooks with Cin7 allows for efficient inventory and order management. This connection ensures that your financial data reflects your inventory movements accurately, aiding in better decision-making and financial planning.

Zapier

With Zapier, you can create custom workflows that connect QuickBooks to over 2,000 apps without any coding. This flexibility enables you to automate tasks such as invoicing, expense tracking, and customer management, tailored to your specific business needs.

Avalara

Integrating Avalara with QuickBooks automates sales tax calculations and compliance. This ensures accurate tax calculations on transactions, reducing the risk of errors and simplifying the tax filing process.

By leveraging these integrations, QuickBooks becomes a central hub for your business operations, enhancing efficiency and providing a comprehensive view of your financial health.

QBO Features Chart

Unity Consulting. Driving Business Transformation Through System Integration