Bookkeeping and QuickBooks automation: Never enter QuickBooks by hand
Card payments post on their own, the books are checked against the bank, and you can ask what you're making any time.
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- The chore
- Typing payments in, matching them to the bank, tracking what you owe, and waiting on the accountant to know how you're doing.
- What it does
- Posts every card payment, reconciles the books, tracks accounts payable and accounts receivable, and tells you your real profit when you ask.
- Where it runs
- What it costs
- $175 an hour, from a written estimate with a cap
Running today
Every card payment posts to QuickBooks Online with the card fee and the county sales tax.
Running in our businessesPayments are checked against the payment records.
Running in our businessesAccounts receivable: almost nothing to chase, because customers pay at the time of service.
Running in our businessesEach quarter, a sales-tax summary by county and a filled-in New York sales-tax worksheet for you or your accountant to check and file.
Running in our businessesAsk any time, and the AI assistant reconciles the books against the bank and the payment records.
Running, with our AI assistantAccounts payable: what's owed to suppliers, and when it's due.
Running, with our AI assistantReal profit any time: what was made this week, this month or this year so far.
Running, with our AI assistant
How the bank connection works
Card payments come in through Stripe.
Running in our businessesYour bank account connects through a secure bank-connection service like Plaid. You log in to your bank through that service, never through us.
We'll build this for youEvery deposit and charge is matched to the books on its own.
We'll build this for youAnything that doesn't match is flagged for you.
We'll build this for you
Today this is done by asking the assistant. The automatic bank connection is the next step.
Next, we'll build
An automatic end-of-day report
What you make by day, week, month and year, against last year, sent on its own.
Payroll tracking
Hours from the job clock flowing into QuickBooks payroll.
Year-end figures for your accountant
Profit and loss and income-tax totals, ready for your accountant.
How we did it
Both businesses' card payments post to QuickBooks on their own and are checked against the payment records. Nobody types them in.
Card payments posted to QuickBooks automatically
111 of 111
Checked against the payment records
Accounting sync records and QuickBooks, May to October 2026. As of October 20, 2026.
The pieces
Payments into QuickBooks
Every card payment posted with the fee and the county sales tax, no typing.
Sales-tax summary
A quarterly summary by county and a filled-in New York sales-tax worksheet for you or your accountant to check and file.
Books checked against the bank
Deposits and charges matched to the books, anything odd flagged.
Accounts payable
What you owe suppliers, and when it's due.
Real profit any time
What you made this week, this month or this year so far.
Payroll tracking
Hours from the job clock flowing into QuickBooks payroll.
Automatic end-of-day report
Day, week, month and year against last year, sent on its own.
Automatic bank connection
Your bank connected through a secure service like Plaid, matched to the books on its own.
Limits
We're not accountants or tax preparers. We set up the books so your accountant gets clean figures.
What it costs
$175 an hour
One rate for all of it.
- Estimate
- Before any project, you get a written estimate with a not-to-exceed cap. You pay for the hours we actually work, never more than the cap.
- If the job changes
- If the job changes, we write a new estimate before doing more.
- First meeting at your business
- An on-site consultation is billed by the hour. If we go ahead, that time comes off the job.
- First call by phone or video
- Tell us on the form if a phone or video call is enough to start. We'll look at what you sent and tell you before we talk whether there's any charge.
- A closer look
- If we need a closer look at how the business runs, that's billed by the hour too, like everything else.
- Travel
- On-site travel: the first 30 minutes each way are on us, then $40 per half hour.
- Contract
- No long-term contract or retainer. You sign each written estimate before we start.
Goes well with
Getting paid
Paid at the job, not weeks later.
Your admin agent
A personal assistant for the back office.
Something broken instead? A computer, the Wi-Fi, a printer, email that stopped working: that's our sister business. Promora is for designing, building and automating. Go to Long Island Home Tech Help →
Tell us what's going on.
A few lines about your business and what's eating your time is enough to start. Every request is read by a person, and if something isn't worth doing, we'll tell you.
David Ramroop
Founder, Promora Solutions