Ongoing Support in QuickBooks for Growing Businesses
QuickBooks should feel stable, not stressful. Certum provides ongoing support to reduce errors, tighten workflows, and keep your reporting reliable as your business grows.
What “Managed Support” Means
This is ongoing operational support for QuickBooks; the layer between “we have software” and “we have clean processes.”
Includes:
Workflow improvements (AR/AP, approvals, close)
Troubleshooting recurring posting issues
Reporting structure and dashboard guidance
Controls + permissions cleanup
Month-end close support and review cadence
Who QuickBooks Managed Support Is For
Best-fit signals:
Businesses growing past DIY systems
Teams with multiple users touching QuickBooks
Owners who want reliable reporting without constant chaos
Operations-heavy companies needing consistent close and controls
How We Work With You
This is ongoing operational support for QuickBooks; the layer between “we have software” and “we have clean processes.”
Steps:
Baseline audit: recurring issues + reporting health
Stabilize workflows: prevent repeat errors
Monthly cadence: review, adjust, and maintain integrity
Optional escalation: cleanup support or advisory support when needed
Post-Implementation Stabilization in QuickBooks
Not every QuickBooks redesign or system transition delivers the expected results.
If your business:
Completed a QuickBooks implementation that created reporting confusion
Experienced workflow friction after system changes
Attempted ERP migration that did not fully stabilize
We provide structured post-implementation stabilization; restoring reporting integrity and operational confidence before further system decisions are made.
Client Results:
"They are transparent and honest. Unlike other companies that will simply nod and say they can do it all, Certum will ensure that the client is aware of limitations or incompatibilities early on, further helping establish expectations before the project is afoot."
– James Frey,
IT Consulting Business Review
“Not only do I trust your team to be doing the work accurately for me behind the scenes, but also to be consistently training me up on how I can use the tools.”
– Michael Reddington, Professional Services Business Review
“When I reached out to Certum Solutions, I felt like a hand was reaching down and lifting me back up. They gave me the support I needed when I didn’t think I could handle any more on my own.”
– Vicki Carnes, Nonprofit Business Review
QuickBooks Managed Support FAQ
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You can get help by using the Help option inside your QuickBooks product to find answers to common questions. If you can’t find the answers you need, you can connect with an expert here at Certum or checkout the QuickBooks support page information below
Select your product for steps on how to find articles or connect with an expert.
QuickBooks Online
If you have QuickBooks Free, you can use our free self-serve resources in (?) Help or on the QuickBooks Learn and Support site
For a better experience, open this article in QuickBooks Online. Launch side-by-side view.
Sign in to QuickBooks Online.
Select (?) Help.
Select one of the following options to get help:
Assistant tab: Enter your question in the Type or Ask Something field. QuickBooks Assistant will provide answers or options.
Search tab: Enter your question in the Search questions, keywords, or topics field. You’ll get a list of related articles.
Connect with an expert
If you still need help, follow these steps to connect to an expert.
Assistant tab: Enter talk to an expert.
Search tab: Select Contact Us.
QuickBooks Desktop
Open QuickBooks Desktop.
Go to the Help menu and select QuickBooks Desktop Help/Contact Us. This opens the Help window.
Tip: you can also press F1 on your keyboard to open the Help window.Use the Search questions, keywords, or topics field to enter your question.
You’ll get a list of related articles.
Connect with an expert
If you don’t get the answers you need, select Contact Us
You can choose between getting a callback or chatting with us.
Tip: If you don’t see the Help menu, check your screen settings in QuickBooks Desktop or update its version.QuickBooks Workforce
Follow these steps if you need help with QuickBooks Workforce.
Sign in to QuickBooks Workforce.
Select Help. This opens the Help page.
Select how you want to get help:
Assistant tab: Enter your question in the Type or ask something field. QuickBooks Assistant will give you answers or options.
Search tab: Enter your question in the Search questions, keywords, or topics field. You'll get a list of related articles.
Connect with an expert
Assistant tab: Enter talk to an expert.
Search tab: Select Contact Us.
QuickBooks Live
Sign in to QuickBooks Live.
Choose how you want to contact us:
Select Get a free consultation to request for a callback at your preferred time, or;
Give us a call at the number provided on the page.
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Yes. We can help standardize workflows and reporting across teams so results stay consistent.
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Yes, our support is tailored to your version and how your team uses it. Certum Solutions is a certified QuickBooks Pro Advisor and experts with all Intuit and QuickBooks products.
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Recurring posting issues, unreliable reports, inconsistent close routines, and “we can’t figure out why the numbers changed.”
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We begin with a baseline assessment and a support plan mapped to your team and reporting needs.
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Not every business is ready for full ERP complexity. We help stabilize operations, rebuild reporting confidence, and determine whether staying on QuickBooks or preparing for a future ERP transition is the better strategic move.
Get started with your managed support today!
We begin with a baseline assessment and a support plan mapped to your team and reporting needs.
✓ Certified QuickBooks Partner
✓ Certified QuickBooks Solutions Provider
✓ Serving Nationwide in The U.S.