Why I’m Building LedgerView, a Real-Time Monitoring App for QuickBooks
- Joe Dwyer
- May 15
- 3 min read
I spent nearly 13 years running a SaaS company in the QuickBooks integration space.
We bootstrapped the business from scratch and served thousands of small businesses. I worked closely with accountants, bookkeepers, and owners who were all just trying to keep their financials in order—often struggling with QuickBooks along the way.
But I wasn’t just a vendor in the ecosystem—I was a user too.
I did all the books for that company myself.
Created invoices
Tracked expenses
Reconciled bank accounts
Chased down uncategorized transactions
All in QuickBooks. All while running the company.
Aside from filing the actual annual tax return, I did everything.
And like most business owners who find themselves doing their own books…
I hated it.
Not because I didn’t understand it—I actually got pretty good at it by the end. I built automations. Created processes. Found shortcuts. But I didn’t start a company to become a part-time bookkeeper. And every minute I spent in QuickBooks was a minute I wasn’t spending growing the business, supporting customers, or building product.
You Know the Pattern, Because You Live It
If you’re a QuickBooks ProAdvisor, accountant, or bookkeeper—you know this story already.
Your clients are smart. They care. They’re trying.
But their books are still a mess.
Every time you onboard a new client, you discover:
Bank accounts that haven’t been reconciled in months
A year’s worth of uncategorized expenses
Payroll that’s missing journal entries
“Ask My Accountant” entries that never get answered
Strange journal entries no one remembers making
And it all comes to a head during tax season.
In my case, it was always around March 8th. That’s when I’d be in Florida for my twins’ birthday, enjoying spring training with family, when I’d get the dreaded email from my accountant:
“Here are the six things you messed up in your books last year…”
He wasn’t wrong. I did mess those things up.
I appreciated him, but I hated that moment.
It ruined the day every single year. And it’s not just me.
Every small business has that moment.
You know it. You’ve cleaned it up hundreds of times.
Why I Had to Build LedgerView
After selling my company, I couldn’t let this problem go.
It wasn’t just an annoyance—it was a massive time sink for bookkeepers and accounting firms.
And a massive point of friction for business owners who just wanted peace of mind.
I had spent over a decade in the QuickBooks ecosystem.
I understood the pain from both sides:
From the accountant’s side, always chasing clients for updates and corrections
From the owner’s side, just trying to stay ahead without screwing things up
I kept asking myself: Why is it still this hard to keep the books clean?
So I decided to build the tool I wished I had back then.
A tool that works alongside QuickBooks to keep everything up to date in real-time.
That’s why I created LedgerView.
What Is LedgerView?
LedgerView is a real-time monitoring and alerting tool for QuickBooks Online.
It watches your clients’ books so you don’t have to.
Here’s how it helps:
Real-time alerts when problems arise (like uncategorized transactions or missing data)
Issue logging so you never forget what needs cleanup
Client dashboards so you and your team can stay on the same page
Visibility into your whole client roster—know who’s on track and who needs help
No more surprises in March.
No more sifting through months of history.
No more scrambling to fix errors the night before tax filing.
You’ll be able to:
Close the books faster
Identify issues before they snowball
Spend less time cleaning, and more time advising
Give your clients peace of mind
Built by Someone Who’s Been There
This isn’t just another integration built in a vacuum.
I’ve been inside QuickBooks for over a decade.
I’ve worked with thousands of firms. I’ve done the books. I’ve made the mistakes.
And now I’m building the solution.
LedgerView is for every ProAdvisor who’s tired of chasing clients.
For every bookkeeping firm that wants to scale without burning out.
For every accountant who wants to focus on strategy—not data entry cleanup.
Want to See It in Action?
I’d love to show you what we’ve built—and how it can help you close your clients’ books faster, cleaner, and with fewer surprises.
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