We keep track of thousands of tax laws so you don’t have to.
Sales tax calculations made easy
Automatic sales tax calculation
When you add sales tax to an invoice in QuickBooks, the calculations are automatically taken care of. We calculate the sales tax rate based on date, location, type of product or service, and customer you indicate.
Product categorization
Rules for how to tax a product can change from state to state. Once your products are categorized, QuickBooks will make sure the correct rate is applied to your transactions based on the product category and the location of sale you indicate.
Know how much you owe
You can view your sales tax information any time with the Sales Tax Liability Report. This on-demand report will keep you up-to-date on your taxable and nontaxable sales, all broken down by tax agency.
Plans for every kind of business
Now with Live Assisted Bookkeeping (add $50/month)
1
Select plan
2
Add Payroll
3
Checkout
Simple Start
$35
$350/mo
Grow and get more
A single user for smaller setups
- Gives you one user seat for your business
- You can also invite your accountant to access your books for seamless collaboration.
Basic reports to get you running
- Balance sheets
- 7 types of profit and loss
- Sales by customer/product
Do even more
1 sales channel connection
- Connect QuickBooks Online to 1 account in your Amazon, Shopify, or eBay stores. One account is one store within a platform.
- Match payouts with bank deposits with automatically separated revenue, taxes, and fees.
- See cash flow, expense, and profitability trends at a glance.
—
—
—
—
—
—
—
—
—
—
Core features
NEW
Your taxes done right with expert help, powered by TurboTax
- Seamless books-to-tax experience: move seamlessly from books to tax, saving you time and effort
- Unlimited expert help for your current tax year return: work with our experts to get your taxes filed accurately
- Maximize tax deductions: uncover ways to save on your taxes
- Risk free to try- pay only when you file. Costs vary by entity type and start from $169.
with QuickBooks Live Tax
NEW
Make money work for you
- Get a business bank account that's free to open—with no monthly fees, overdraft fees, or minimum balances.**
- Earn 3.00% APY on every dollar put away in savings envelopes—that’s interest at over 40x the U.S. average.1
- Hit your savings goals sooner knowing your money’s working, even when you’re not.
Intuit is a technology company, not a bank. Banking services provided by our partner, Green Dot Bank, Member FDIC.
No monthly fees: Other fees and limits apply to the business bank account. See QuickBooks Checking Deposit Account Agreement for details.
Annual percentage yield: The annual percentage yield (“APY”) is accurate as of December 9, 2024 and may change at our discretion at any time. The APY is applied to deposit balances within your primary QuickBooks Checking account and each individual envelope. We use the average daily balance method to calculate interest on your account. See Deposit Account Agreement for terms and conditions.
Envelopes: You can create up to 9 Envelopes within your primary QuickBooks Checking account. Money in Envelopes must be moved to the available balance in your primary QuickBooks Checking account before it can be used. Envelopes within your primary QuickBooks Checking account will automatically earn interest once created. At the close of each statement cycle, the interest earned on funds in your Envelopes will be credited to each Envelope in proportion to the average daily balance of each Envelope. See Deposit Account Agreement for terms and conditions.
1. Over 40x U.S. average APY: Average interest rate: The average interest rate is based on the Federal Deposit Insurance Corporation's national rate published the week of October 16, 2023. Learn more. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Send pro-quality invoices that get paid faster
- Create professional custom invoices with your logo that you can send from any device.
- Accept payments instantly online, right through the invoice.
- Track invoice status, send payment reminders, set up recurring invoices, accept optional tips, and match payments to invoices automatically.
- Connect with your customers and send invoices through the QuickBooks Business Network, directly to their account.
*Additional terms & fees required. Auto-update and reconciliation not available in QuickBooks Self-Employed.
Bookkeeping support
Add $50 per month
Essentials
$65
$650/mo
Grow and get more
Save time when you work together
- Invite your accountant to access your books for seamless collaboration.
- Give employees specific access to features and reduce errors with auto-syncing.
- Protect sensitive data with user-access levels and share reports without sharing a sign-in.
More reports, more details
Get added, detailed insights and high level clarity with reports like:
- Business snapshot
- Detailed sales by customer, product, and service
- Detailed profit and loss
Do even more
3 sales channel connections
- Connect QuickBooks Online to 3 accounts across your Amazon, Shopify, and/or eBay stores. One account is one store within a platform.
- Match payouts with bank deposits with automatically separated revenue, taxes, and fees.
- See cash flow, expense, and profitability trends at a glance.
More currencies, more places to sell
- Pay and get paid in the foreign currencies of customers, vendors, or bank accounts that don't use your home currency.
- Get automatic updates to currency conversions every 4 hours.
- Add transactions in another currency and QuickBooks handles all currency conversions.
Simplify bill management
- Organize and track your business bills and invoices in QuickBooks.
- See what you owe, when, and to who, at a glance.
- Take upcoming payments off your to-do list.
- Connect with your vendors in the QuickBooks Business Network to automatically import bills.
Enter time and billable hours
- Enter your team's hours or give them access to add their own.
- Add employee/contractor time to invoices.
- See how much each employee or contractor costs your business and run profitability reports.
- Need more? Add QuickBooks Time for automatic time tracking and tools to help you manage projects from anywhere.**
—
—
—
—
—
—
—
Core features
NEW
Your taxes done right with expert help, powered by TurboTax
- Seamless books-to-tax experience: move seamlessly from books to tax, saving you time and effort
- Unlimited expert help for your current tax year return: work with our experts to get your taxes filed accurately
- Maximize tax deductions: uncover ways to save on your taxes
- Risk free to try- pay only when you file. Costs vary by entity type and start from $169.
with QuickBooks Live Tax
NEW
Make money work for you
- Get a business bank account that's free to open—with no monthly fees, overdraft fees, or minimum balances.**
- Earn 3.00% APY on every dollar put away in savings envelopes—that’s interest at over 40x the U.S. average.1
- Hit your savings goals sooner knowing your money’s working, even when you’re not.
Intuit is a technology company, not a bank. Banking services provided by our partner, Green Dot Bank, Member FDIC.
No monthly fees: Other fees and limits apply to the business bank account. See QuickBooks Checking Deposit Account Agreement for details.
Annual percentage yield: The annual percentage yield (“APY”) is accurate as of December 9, 2024 and may change at our discretion at any time. The APY is applied to deposit balances within your primary QuickBooks Checking account and each individual envelope. We use the average daily balance method to calculate interest on your account. See Deposit Account Agreement for terms and conditions.
Envelopes: You can create up to 9 Envelopes within your primary QuickBooks Checking account. Money in Envelopes must be moved to the available balance in your primary QuickBooks Checking account before it can be used. Envelopes within your primary QuickBooks Checking account will automatically earn interest once created. At the close of each statement cycle, the interest earned on funds in your Envelopes will be credited to each Envelope in proportion to the average daily balance of each Envelope. See Deposit Account Agreement for terms and conditions.
1. Over 40x U.S. average APY: Average interest rate: The average interest rate is based on the Federal Deposit Insurance Corporation's national rate published the week of October 16, 2023. Learn more. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Send pro-quality invoices that get paid faster
- Create professional custom invoices with your logo that you can send from any device.
- Accept payments instantly online, right through the invoice.
- Track invoice status, send payment reminders, set up recurring invoices, accept optional tips, and match payments to invoices automatically.
- Connect with your customers and send invoices through the QuickBooks Business Network, directly to their account.
*Additional terms & fees required. Auto-update and reconciliation not available in QuickBooks Self-Employed.
Bookkeeping support
- Add $50 per month
CUSTOMER FAVORITE
Plus
$99
$990/mo
Grow and get more
Save time when you work together
- Invite your accountant to access your books for seamless collaboration.
- Give employees specific access to features and reduce errors with auto-syncing.
- Protect sensitive data with user-access levels and share reports without sharing a sign-in.
Reports that go beyond accounting
- Sales by class and location
- Uninvoiced time and 1099 contractor balance
- Inventory valuation
Do even more
All available sales channel connections
- Connect QuickBooks Online to any number of accounts across Amazon, Shopify, and eBay—and to other platforms added in the future. One account is one store within a platform.
- Match payouts with bank deposits with automatically separated revenue, taxes, and fees.
- See cash flow, expense, and profitability trends at a glance.
More currencies, more places to sell
- Pay and get paid in the foreign currencies of customers, vendors, or bank accounts that don't use your home currency.
- Get automatic updates to currency conversions every 4 hours.
- Add transactions in another currency and QuickBooks handles all currency conversions.
Simplify bill management
- Organize and track your business bills and invoices in QuickBooks.
- See what you owe, when, and to who, at a glance.
- Take upcoming payments off your to-do list.
- Connect with your vendors in the QuickBooks Business Network to automatically import bills.
Enter time and billable hours
- Enter your team's hours or give them access to add their own.
- Add employee/contractor time to invoices.
- See how much each employee or contractor costs your business and run profitability reports.
- Need more? Add QuickBooks Time for automatic time tracking and tools to help you manage projects from anywhere.**
Manage work your way
- Get a bird's eye view of all your projects, all in one place.
- Easily track labor costs, payroll, and expenses with job costing.
- See project profitability in a glance with clear dashboards and reports.
NEW
Make a plan just for your business
- Create and manage budgets from scratch, by uploading from a spreadsheet, or sync with Excel using spreadsheet sync*.
- Collaborate on budgets with your team and your accountant right in QuickBooks.
- Make the right decisions for your business based on your budgets managed in QuickBooks Online with up-to-date performance data.
*Spreadsheet sync is only available with QuickBooks Online Advanced
Stay stocked for success
- Track products, cost of goods, and receive notifications when inventory is low.
- See what's popular, create purchase orders, and manage vendors.
- Import from Excel or sync with Amazon, Shopify, eBay, and more*.
*Additional terms & fees may apply for third-party apps
NEW
Get help from our bookkeepers when you need it (1 month trial)
They'll provide guidance, answer your questions, and teach you how to do tasks in QuickBooks, so you can stay on track for tax time and run your business with confidence. They can help you with:
- Automating QuickBooks based on your business needs
- Categorizing transactions and reconciling accounts correctly.
- Reviewing key business reports
- Ensuring you stay on track for tax time
—
—
—
Core features
NEW
Your taxes done right with expert help, powered by TurboTax
- Seamless books-to-tax experience: move seamlessly from books to tax, saving you time and effort
- Unlimited expert help for your current tax year return: work with our experts to get your taxes filed accurately
- Maximize tax deductions: uncover ways to save on your taxes
- Risk free to try- pay only when you file. Costs vary by entity type and start from $169.
with QuickBooks Live Tax
NEW
Make money work for you
- Get a business bank account that's free to open—with no monthly fees, overdraft fees, or minimum balances.**
- Earn 3.00% APY on every dollar put away in savings envelopes—that’s interest at over 40x the U.S. average.1
- Hit your savings goals sooner knowing your money’s working, even when you’re not.
Intuit is a technology company, not a bank. Banking services provided by our partner, Green Dot Bank, Member FDIC.
No monthly fees: Other fees and limits apply to the business bank account. See QuickBooks Checking Deposit Account Agreement for details.
Annual percentage yield: The annual percentage yield (“APY”) is accurate as of December 9, 2024 and may change at our discretion at any time. The APY is applied to deposit balances within your primary QuickBooks Checking account and each individual envelope. We use the average daily balance method to calculate interest on your account. See Deposit Account Agreement for terms and conditions.
Envelopes: You can create up to 9 Envelopes within your primary QuickBooks Checking account. Money in Envelopes must be moved to the available balance in your primary QuickBooks Checking account before it can be used. Envelopes within your primary QuickBooks Checking account will automatically earn interest once created. At the close of each statement cycle, the interest earned on funds in your Envelopes will be credited to each Envelope in proportion to the average daily balance of each Envelope. See Deposit Account Agreement for terms and conditions.
1. Over 40x U.S. average APY: Average interest rate: The average interest rate is based on the Federal Deposit Insurance Corporation's national rate published the week of October 16, 2023. Learn more. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Send pro-quality invoices that get paid faster
- Create professional custom invoices with your logo that you can send from any device.
- Accept payments instantly online, right through the invoice.
- Track invoice status, send payment reminders, set up recurring invoices, accept optional tips, and match payments to invoices automatically.
- Connect with your customers and send invoices through the QuickBooks Business Network, directly to their account.
*Additional terms & fees required. Auto-update and reconciliation not available in QuickBooks Self-Employed.
Bookkeeping support
- Add $50 per month
Advanced
$235
$2350/mo
Grow and get more
Room for the entire team
- Create custom access to share the work safely without sharing the sign-in.
- Invite up to 25 unique users and unlimited reports-only users to work together remotely.
- Reduce errors and rework with employees working in real time inside Advanced.
Custom reports for exact needs
Access all 120 of the standard QuickBooks reports, and lets you run custom reports that reflect your business with nuance and depth.
- Add specific parameters to reports for even more insight
- Tailor reports for specific shareholders and meetings
- Save custom reports so you can run them whenever you need
Do even more
All available sales channel connections
- Connect QuickBooks Online to any number of accounts across Amazon, Shopify, and eBay—and to other platforms added in the future. One account is one store within a platform.
- Match payouts with bank deposits with automatically separated revenue, taxes, and fees.
- See cash flow, expense, and profitability trends at a glance.
More currencies, more places to sell
- Pay and get paid in the foreign currencies of customers, vendors, or bank accounts that don't use your home currency.
- Get automatic updates to currency conversions every 4 hours.
- Add transactions in another currency and QuickBooks handles all currency conversions.
Simplify bill management
- Organize and track your business bills and invoices in QuickBooks.
- See what you owe, when, and to who, at a glance.
- Take upcoming payments off your to-do list.
- Connect with your vendors in the QuickBooks Business Network to automatically import bills.
Enter time and billable hours
- Enter your team's hours or give them access to add their own.
- Add employee/contractor time to invoices.
- See how much each employee or contractor costs your business and run profitability reports.
- Need more? Add QuickBooks Time for automatic time tracking and tools to help you manage projects from anywhere.**
Manage work your way
- Get a bird's eye view of all your projects, all in one place.
- Easily track labor costs, payroll, and expenses with job costing.
- See project profitability in a glance with clear dashboards and reports.
NEW
Make a plan just for your business
- Create and manage budgets from scratch, by uploading from a spreadsheet, or sync with Excel using spreadsheet sync*.
- Collaborate on budgets with your team and your accountant right in QuickBooks.
- Make the right decisions for your business based on your budgets managed in QuickBooks Online with up-to-date performance data.
*Spreadsheet sync is only available with QuickBooks Online Advanced
Stay stocked for success
- Track products, cost of goods, and receive notifications when inventory is low.
- See what's popular, create purchase orders, and manage vendors.
- Import from Excel or sync with Amazon, Shopify, eBay, and more*.
*Additional terms & fees may apply for third-party apps
NEW
Get help from our bookkeepers when you need it (1 month trial)
They'll provide guidance, answer your questions, and teach you how to do tasks in QuickBooks, so you can stay on track for tax time and run your business with confidence. They can help you with:
- Automating QuickBooks based on your business needs
- Categorizing transactions and reconciling accounts correctly.
- Reviewing key business reports
- Ensuring you stay on track for tax time
Automate key accounting tasks
- Set reminders for transactions like invoices, payments, or deposits with a due date.
- Notify customers when their payment has been received.
- Route invoices through on pre-set approval flows quickly.
Data sync with Excel
- Avoid manual errors and have confidence in your data by seamlessly connecting Advanced and Excel.
- Use pre-made templates, build consolidated reports for multiple companies, and refresh your data in a single step.
- Work with your data how you want, and create flexible workflows with familiar tools.
NEW
Automatically track the value of your fixed assets
- No more manual entry: Automate everything from asset acquisition to valuation and disposal.
- More clarity in less time: Access to all of your fixed asset info in one spot to more easily keep tabs on your business.
- Smart insights from your data: Get an accurate picture of asset lifecycle, as well as reports and insights to empower your decisions for what comes next.
Core features
NEW
Your taxes done right with expert help, powered by TurboTax
- Seamless books-to-tax experience: move seamlessly from books to tax, saving you time and effort
- Unlimited expert help for your current tax year return: work with our experts to get your taxes filed accurately
- Maximize tax deductions: uncover ways to save on your taxes
- Risk free to try- pay only when you file. Costs vary by entity type and start from $169.
with QuickBooks Live Tax
NEW
Make money work for you
- Get a business bank account that's free to open—with no monthly fees, overdraft fees, or minimum balances.**
- Earn 3.00% APY on every dollar put away in savings envelopes—that’s interest at over 40x the U.S. average.1
- Hit your savings goals sooner knowing your money’s working, even when you’re not.
Intuit is a technology company, not a bank. Banking services provided by our partner, Green Dot Bank, Member FDIC.
No monthly fees: Other fees and limits apply to the business bank account. See QuickBooks Checking Deposit Account Agreement for details.
Annual percentage yield: The annual percentage yield (“APY”) is accurate as of December 9, 2024 and may change at our discretion at any time. The APY is applied to deposit balances within your primary QuickBooks Checking account and each individual envelope. We use the average daily balance method to calculate interest on your account. See Deposit Account Agreement for terms and conditions.
Envelopes: You can create up to 9 Envelopes within your primary QuickBooks Checking account. Money in Envelopes must be moved to the available balance in your primary QuickBooks Checking account before it can be used. Envelopes within your primary QuickBooks Checking account will automatically earn interest once created. At the close of each statement cycle, the interest earned on funds in your Envelopes will be credited to each Envelope in proportion to the average daily balance of each Envelope. See Deposit Account Agreement for terms and conditions.
1. Over 40x U.S. average APY: Average interest rate: The average interest rate is based on the Federal Deposit Insurance Corporation's national rate published the week of October 16, 2023. Learn more. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Send pro-quality invoices that get paid faster
- Create professional custom invoices with your logo that you can send from any device.
- Accept payments instantly online, right through the invoice.
- Track invoice status, send payment reminders, set up recurring invoices, accept optional tips, and match payments to invoices automatically.
- Connect with your customers and send invoices through the QuickBooks Business Network, directly to their account.
*Additional terms & fees required. Auto-update and reconciliation not available in QuickBooks Self-Employed.
Bookkeeping support
- Add $50 per month
NEW
Get help from our bookkeepers when you need it. They’ll provide guidance, answer your questions, and teach you how to do tasks in QuickBooks, so you can stay on track for tax time and run your business with confidence.
QuickBooks-certified bookkeepers can help you with:
- Automating QuickBooks based on your business needs
- Categorizing transactions and reconciling accounts correctly
- Reviewing key business reports
- Ensuring you stay on track for tax time
Add $50/month
QUICKBOOKS LIVE
Real experts. Real confidence.
All QuickBooks Online plans come with a one-time Guided Setup with an expert and customer support.
Need more help? QuickBooks Live helps you stay organized and be ready for tax time with:
- Live Assisted Bookkeeping
- Live Full-Service Bookkeeping
Ready to get started?
Or call 1-800-365-9606
Add sales tax to invoices
Easily add sales tax to invoices. You can include sales tax on your invoice templates, or you can add sales tax to individual invoices. When you add sales tax to an invoice, the calculations and tracking are done automatically for you.
Automatic sales tax tracking
Sales tax is a fee charged by government agencies, and in order to collect it, your customers pay the tax to you and then you are required to pass it on by making tax payments. Because QuickBooks automatically records your transactions, it keeps track of how much sales tax you need to send to the tax agencies.
Collect sales tax for multiple tax agencies
You may need to pay sales tax to multiple tax agencies, such as your city, your county, and your state. In QuickBooks, you can use a combined rate to charge your customer one sales tax amount, and then QuickBooks will split out the appropriate amounts for each tax agency.
Easily accessible reports
The Sales Tax Liability Report (STLR) shows a summary of sales tax you’ve collected and owe to the tax agencies. It gives you the total taxable sales, total nontaxable sales, tax rate, tax collected, and sales tax payable – all broken down by tax agency.
Frequently asked questions
Sales tax is a tax that is paid to a tax authority for the sale of goods and services. Sales taxes can also be referred to as retail, excise, or privilege taxes, depending on the state. Sales tax is paid by the buyer and is collected by the seller. The seller has the obligation to remit the tax to the proper tax agency within a prescribed period.
Sales tax provides a state or local government with funds for public services. Some examples include improving education, building and maintaining infrastructures (roads, parks, and government-owned buildings), and hiring firefighters or police officers.
The sales tax rate can change based on your location because each state in the US has the authority to impose a sales tax. There is no federal law that tells states the rate to charge. Each state and local government can set the rate at a percentage within their state guidelines. For example, the rate on a sale in Massachusetts is 6.25% across the state, but if you shop in Texas, the rate can range from 6.25% to 8.25%
Sales tax is generally required in all states that impose it. As a buyer, if a seller fails to charge you a sales tax, you’re not required to pay the sales tax. As a seller, if you fail to collect and/or pay a sales tax, and the tax authority determines it’s due, the authority will assess penalties and interest. They can ultimately take assets or put liens on them, which can have negative effects on your credit.
Use tax is a tax on goods or services purchased outside of a buyer’s home state and/or that they didn’t pay sales tax on. The buyer pays this tax to the tax authority, usually on a state income tax return. Sales tax and use tax rates are generally the same. They are based on the location where the item was consumed or “used.”
There are 45 states and the District of Columbia that require businesses to collect sales tax. If you sell goods (and certain services) in one of these states you are responsible for calculating, collecting, and paying sales tax. Each state has its own set of laws and rates for sales tax. On top of state requirements, counties, cities, and districts may have their own sales tax requirements.
When it comes to sales tax, there are several types of nexus, but the most common are:
Physical nexus – To have a physical nexus with a state is to have a sufficient physical presence in that state. The physical nexus obligation exists in all states. Physical nexus can be created by:
- An office
- An employee or sales people
- Providing services
- An independent contractor that provides services to your customers
- A warehouse
Economic nexus – To have economic nexus in a state is to have made a certain amount of sales or a certain number of transactions into that state. Economic nexus obligations already exist in multiple states with additional states enacting economic nexus rules in light of the 2018 Supreme Court decision in South Dakota v. Wayfair.
Bottom line is that if you have nexus in a state (physical or economic nexus) you have an obligation to collect and remit sales tax for taxable sales within the state.
In the past, online sellers typically would not need to collect sales tax for out of state sales if they did not have a physical presence in the state. Recent tax laws have changed this and now sellers are responsible for collecting sales tax on shipped items if they have an economic nexus with a state. Online sales tax varies from state to state and is dependent upon if you have nexus with that state.
Keeping track of sales tax can get messy, but we’ve got your back. QuickBooks sales tax automatically applies applicable sales tax rates to your invoices. We take into account all the variables and apply the correct rates every time.
Join over 7 million customers globally and find the QuickBooks plan that works for you4
Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
Offer terms*
QuickBooks Discounts: Discount applied to the monthly price for QuickBooks Online (“QBO”) and/or QuickBooks Online Payroll Core, Premium, or Elite (“Payroll”) is for the first 3 months of service, starting from the date of enrollment, followed by the then-current monthly list price. Your account will automatically be charged on a [monthly/annual] basis until you cancel. Each employee is an additional $5/month for Core, $8/month for Premium, and $10/month for Elite. Contractor payments via direct deposit are $5/month for Core, $8/month for Premium, and $10/month for Elite. The service includes 1 state filing. If you file taxes in more than one state, each additional state is $12/month for only Core and Premium. There is no additional charge for additional state tax filings in Elite. The discounts do not apply to additional employees and state tax filing fees. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. To be eligible for this offer you must be a new QBO and/or Payroll customer and sign up for the monthly plan using the “Buy Now” option. This offer can’t be combined with any other QuickBooks offers. Offer available for a limited time only. To cancel your subscription at any time go to Account & Settings in QuickBooks and select “Cancel.” Your QBO cancellation will become effective at the end of the monthly billing period. The Payroll subscription will terminate immediately upon cancellation.You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Cancellation policy: There’s no contract or commitment. You’re free to switch plans or cancel any time.
QuickBooks Live Bookkeeping Guided Setup: The QuickBooks Live Bookkeeping Guided Setup is a one-time virtual session with a QuickBooks expert. It’s available to new QuickBooks Online monthly subscribers who are within the first 30 days of their subscription. The QuickBooks Live Bookkeeping Guided Setup service includes: providing the customer with instructions on how to set up chart of accounts; customized invoices and setup reminders; connecting bank accounts and credit cards. The QuickBooks Live Bookkeeping Guided Setup is not available for QuickBooks trial and QuickBooks Self Employed offerings, and does not include desktop migration, Payroll setup or services. Your expert will only guide the process of setting up a QuickBooks Online account. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Features**
Annual percentage yield: The annual percentage yield (“APY”) is accurate as of December 31, 2023 and may change at our discretion at any time. The APY is applied to deposit balances within your primary QuickBooks Checking account and each individual envelope. We use the average daily balance method to calculate interest on your account. See Deposit Account Agreement for terms and conditions.
Envelopes: You can create up to 9 Envelopes within your primary QuickBooks Checking account. Money in Envelopes must be moved to the available balance in your primary QuickBooks Checking account before it can be used. Envelopes within your primary QuickBooks Checking account will automatically earn interest once created. At the close of each statement cycle, the interest earned on funds in your Envelopes will be credited to each Envelope in proportion to the average daily balance of each Envelope. See Deposit Account Agreement for terms and conditions.
QuickBooks Live Assisted Bookkeeping: This is a monthly subscription service offering ongoing guidance on how to manage your books that you maintain full ownership and control. When you request a session with a Live Bookkeeper, they can provide guidance on topics including: bookkeeping automation, categorization, financial reports and dashboards, reconciliation, and workflow creation and management. They can also answer specific questions related to your books and your business. Some basic bookkeeping services may not be included and will be determined by your Live Bookkeeper. The Live Bookkeeper will provide help based on the information you provide.
QuickBooks Live Full-Service Bookkeeping: This is a combination service that includes QuickBooks Live Cleanup and QuickBooks Live Monthly Bookkeeping.
Batch invoices: QuickBooks Online Advanced supports the upload of 1000 transaction lines for invoices at one time.
QuickBooks Online Advanced – Priority Circle: Access to Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise or QuickBooks Online Advanced. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Phone and messaging premium support is available 24/7. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.
HR services: HR support is provided by experts at Mineral, Inc. See Mineral’s privacy policy and Terms of Use. The HR Support Center is available only to QuickBooks Online Premium and Elite subscriptions. HR Advisor support only available in QuickBooks Online Payroll Elite. HR support is not available to accountants who are calling on behalf of their clients.
Product information**
Availability: QuickBooks Online requires a computer with a supported Internet browser (see System Requirements for a list of supported browsers) and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks plan.
Mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
Usage limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. Simple Start, Essentials and Plus allow up to 250 accounts. QuickBooks Online Advanced includes unlimited Tracked Classes and Locations. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations. Tracked Classes and Locations are not available in Simple Start and Essentials.
Claims#
- QuickBooks Online Advanced – Batch Invoicing and Create Invoices 37% Faster claim: Based off of tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow. QuickBooks Online Advanced supports the upload of 1,000 transaction lines for invoices at one time. Number of invoices imported depends on the number of transaction lines in the .CSV file. Customers received remuneration for participating in the tests.
- Tax penalty protection: Only QuickBooks Online Payroll Elite users are eligible to receive the tax penalty protection. If you receive a tax notice and send it to us within 15-days of the tax notice we will cover the payroll tax penalty, up to $25,000. Additional conditions and restrictions apply. Learn more about Tax Penalty Protection.
- Over 98% of customers recommended QuickBooks claim: Based on a survey of small businesses using QuickBooks in the U.S. conducted September 2018.
- Over 7 million customers use QuickBooks claim: Based on number of global QuickBooks subscribers as of Jan 2020.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Products
Features
Call Sales: 1-877-683-3280
© 2024 Intuit Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc.
By accessing and using this page you agree to the Website Terms of Service.
How can we help?
Talk to sales 1-877-683-3280
Monday - Friday, 5 AM to 6 PM PT
Get product support
