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Pilot Quality Check analyzes your existing books for common mistakes and identifies areas for improvement.

Pilot Quality Check is a free service provided AS-IS, without any express or implied warranty. Pilot will use your financial data only to do the check and will not retain it. To the extent Pilot is exposed to your financial data while performing the check, Pilot commits to keep it confidential. We will obtain your QBO admin's details (name, email) and may contact them with marketing communications. They can unsubscribe at any time.

Thank you! To get your report, please follow the steps below to connect your Quickbooks account...

We will not be storing or saving any of your data. You can unlink Pilot at any time. We follow best practices for security.
2
Click the gear at the top-right, and then click on "Manage users" (in the "Your Company" section)
3
Click on the "Accountants" section of the "Manage users" screen
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Under the Accounting Firm section, click Invite Accountant. You have up to two accounting firms you can invite, so if you have already invited two and don't want to delete one, contact us.
5
Click "Invite" and provide the following:
First name: Pilot
Last name: Quality Check
Email: [email protected]
6
Click Save, then Finish, and you're done
7
Sit back and let us get to work!
Thank you, and we'll be in touch with a report soon.
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How Pilot Quality Check works

1. Connect your QuickBooks account

Pilot Quality Check needs access to your QuickBooks Online account to be able to grade it. We apply the same rigorous security practices that we do for our customers.

2. Get your report, get back to business

Pilot Quality Check will run a series of checks on your books, giving you a grade, identifying any critical issues that require your attention, and offering some business advice.

3. Optional: Get a free consultation with a Pilot expert

If you'd like, we'd be happy to chat with you about how your books can be upleveled, or other opportunities for improvement that might exist.

Why businesses use Pilot Quality Check

Accurate bookkeeping is vital for a successful business. It’s also complex and time-consuming, with a lot of opportunity for mistakes. Businesses trust Pilot Quality Check to analyze their QuickBooks Online account, and provide an assessment of the overall health of their books.

Pilot Quality Check evaluates QBO data against a comprehensive list of factors, built on Pilot’s experience as the bookkeeper of record for over a thousand companies, and delivers an easy-to-understand report with actionable insight.

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Our services are trusted by thousands of customers

Best Practices

  • Update frequency
  • Transaction categorization
  • Chart of accounts status

Standard Bookkeeping

  • Revenue handling
  • Payroll accounts
  • Expense transactions

Advanced Financials

  • Month-over-month variances
  • Profit & Loss values
  • Balance Sheet status
CURIOUS ABOUT THE QUALITY OF YOUR BOOKS?

Let us give you a fast, free assessment

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But wait, there’s more!

Pilot offers the best bookkeeping, tax, and CFO services for startups and growing businesses of all stages

Bookkeeping

Our expert bookkeepers are supported by powerful software, ensuring books with unmatched accuracy. Plus, get industry-specific reports, with metrics that matter.

Learn more →

Tax

Get your tax prep and bookkeeping handled seamlessly, together. We file your business income taxes, including 1099 filings, and local and federal tax returns – so that you’re compliant with the IRS.

Learn more →

CFO Services

Need advanced finance support? We have your back. Get the expert CFO support for your business needs, from building budgets to fundraising preparation.

Learn more →

See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.

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