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Welcome to Quantobooks.

We’re here to help streamline new client onboarding and month-end reviews.

So you can increase your capacity and help scale your firm.

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If you run into any technical problem do shoot us an email at [email protected]

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Getting Started

1. Sign up at https://www.quantobooks.com/signup

2. You then get a verification email like this. Click verify email or the link.

   

3. You will be brought to the setup page.

4. If you are creating a new firm fill it out.

   1. To join a your teams’ firm, put in your firm name and tell our team. You’ll be added in 24h.

   

5. Connect companies on the admin page - https://www.quantobooks.com/admin

   1. First click the connect to quickbooks button

      

   2. Then go through the quickbooks authentication flow to select and add your clients

      

   3. A new client will be added in client connections

      

6. Once the clients are connected you will be presented with the Quanto Apps dashboard. https://www.quantobooks.com/home

   A. Month End Review

   An AI-powered application designed to automate and streamline the month-end close process. This tool becomes relevant once a client has ongoing monthly activity and you are preparing structured period-end reviews.

   B. Client Review

   An intelligent platform used to analyze a client’s financial books ( Uses Year to date logic). This application is primarily used during:

   • New client onboarding
   • File cleanup
   • Diagnostic quality checks
   • Pre-migration reviews
   • Bookkeeping oversight

1. Once you select Client Review/Month End Review, you will proceed to the report generation interface.

2. Review new client reports - https://www.quantobooks.com/app/client-review

   1. Click generate report
   2. Wait for it to pull and analyze your data. This can take 5 to 10 min so feel free to grab a coffee while it works.

   

   

   

   

   1. Once complete you’ll see your reports ready.

      

   2. Lastly dive into the reports and anomalies. Click any row on the report table to open the sidebar.

      

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Troubleshooting

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Client Not Appearing After QuickBooks Connection

Confirm that your QuickBooks Online role is Administrator or Accountant to ensure client files can be accessed.

Report Appears to Be Stuck During Analysis

Refresh the page after several minutes, as larger files may require additional processing time.

Unexpected Flags in Reports

Open the sidebar for detailed context, and if a flag isn't relevant, document your assessment using the comment feature.

Still Unsure About an Issue?

Capture a screenshot or short recording of what you're seeing and send it to our team at [email protected] for support.