82% of customers agree QuickBooks Live Bookkeeping saves them time to focus on growing their business.1
Our team of QuickBooks-certified Bookkeepers average over 10 years of experience working with small businesses.2
86% of customers agree QuickBooks Live Bookkeeping gives them peace of mind their books will be ready by tax time.3
A QuickBooks-certified bookkeeper will bring your existing financials up to date to get you started with a clean slate. Next, you’ll get matched with a virtual bookkeeper who will maintain your books and connect with you via video chat.4
81% of our customers agree they can seamlessly collaborate with their QuickBooks Live Bookkeepers on their books.5
First, a bookkeeper goes through your books, line by line, and brings them up to date. This includes a detailed review of your chart of accounts to ensure all past transactions are organized correctly.**
After cleanup, you’ll have ongoing support so you can take bookkeeping off your plate.
Receive personalized insights including your profit and loss report and balance sheet. This helps inform your business decisions and gives you time to do what you do best.
Your bookkeeper can categorize transactions, reconcile accounts, and keep your books up-to-date throughout the year so you can face tax time with confidence.**
Our bookkeepers average 10 years of experience working with small businesses across a wide array of industries.2 They’re certified QuickBooks ProAdvisors, and many are CPAs.
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Yes! QuickBooks Live Bookkeeping is an online bookkeeping service that connects small businesses with trusted, QuickBooks-certified virtual bookkeepers. Your bookkeeper takes the lead on your bookkeeping and runs essential reports so you can focus on your business.
Typical cleanup is complete within 30 days after receiving all necessary documentation.
Full-Service Bookkeeping includes two phases: cleanup and ongoing bookkeeping
Full-Service Bookkeeping doesn’t include sending invoices, paying bills, or management of inventory, accounts receivable, or accounts payable. The service doesn’t include financial advisory services, tax advice, facilitating the filing of income or sales tax returns, creating or sending 1099s, or management of payroll. QuickBooks Online offers Full Service Payroll for an additional cost.
Yes! You can subscribe to QuickBooks Live Bookkeeping by signing in to your QuickBooks Online account or by calling sales. For pricing and subscription details, see Important pricing details and product information below.
There’s no set amount of time you get per month. Small businesses often schedule video appointments once or twice per month to discuss questions and to review results. You’re limited to one scheduled appointment at a time and appointments have to work within your bookkeeper’s schedule. Communications that are available any time include document sharing and live chat with a member of your bookkeeper’s extended team.
Yes, you’re free to switch QuickBooks Online plans or cancel at any time. QuickBooks Live customers may cancel plans at any time.
Stay organized and up to date all year when you partner with a Live Bookkeeper.
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/.
Accurate Books Guarantee: Accurate Books Guarantee is only available for active customers of QuickBooks Live Monthly Bookkeeping who have provided their current business tax return. If your Live Bookkeeper makes an error that requires you to re-open your books for any month, we’ll correct the error in your books for the month that the error occurred at no additional charge.
Eligible errors include only those made by a Live Bookkeeper. An “error” is: a) a transaction that has been incorrectly categorized to the wrong account; b) an account balance in QuickBooks that doesn’t match the actual account balance; or c) improper transactions which can’t be supported by documentation (including client responses and client meeting notes).
If you invoke the guarantee, QuickBooks will conduct a full n evaluation of the Live Bookkeeper’s work. You’ll need to provide QuickBooks with a receipt for the transaction in question, correspondence from your outside tax accountant, or a document stating the balance of the account if an account balance is in question.
Live Bookkeepers aren’t responsible for errors resulting from incorrect information that you provide, or if you re-open the books by overriding closure after a Live Bookkeeper completes the month-end closure.
Limited time offer terms
Discount: Discount applied to the monthly price for the QuickBooks Products is for the first 3 months of service, starting from the date of enrollment, followed by the then-current monthly list price. To be eligible for this offer you must be a new QuickBooks customer and sign up for the monthly plan using the “Buy Now” option.
QuickBooks Live Monthly Bookkeeping pricing tiers: Live Bookkeeping is available to QuickBooks Online subscribers and is sold separately. QuickBooks Live Cleanup is required for Live Monthly Bookkeeping. Cleanup fee is customized based on signup month, tax filing status, and business start date. Following a 30 day period after signup, the ongoing Live Bookkeeping service is available in 3 different pricing tiers, depending on your company’s average monthly expenses over a period of 3 consecutive months. After the first month, you’ll be charged monthly at the then-current monthly fee based on your average monthly expenses over the previous 3 months, unless you cancel. Your business’s average monthly expenses and associated subscription pricing may be reassessed at Intuit’s sole discretion. Currently:
QuickBooks Live Monthly Bookkeeping services: After signup, a Live Bookkeeper provides cleanup services that start from the date of your last business tax return or business incorporation date (if more recent) through the end of the calendar month before first sign-up to Live Bookkeeping. The services provided during the first month are as follows, as applicable: update bookkeeping based on information you provide; connect bank and credit cards; categorize and update transactions up until the last tax-filing date; reconcile bank and credit card accounts with past statements, as provided by you; reconcile remaining balance sheet accounts; and run a summary report of work completed, balance sheet, and profit loss statement of YTD for cleanup period(s).
A Live Bookkeeper cannot begin cleaning up your past books until they receive the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.
During each subsequent month, ongoing Live Bookkeeping services include: an overview of the main features of QBO; setup of customers and vendors; assistance with reports and reporting tools; setup of chart of accounts; assistance with bank connections, expense type classification, categorization, and reconciliation based on information you provide; importing of historical data; and ongoing assistance with bookkeeping practices). 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. For more information about services provided by Live Bookkeeping, refer to the QuickBooks Terms of Service.
QuickBooks Live Bookkeeping Cleanup: The QuickBooks Live Bookkeeping Cleanup only applies to bookkeeping records up to your last tax filing. You must have filed your business’ prior tax return and provide a copy of the return before cleanup services can begin. A Live Bookkeeper cannot begin cleaning up your past books until they receive all of the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.
Tax-ready books: Live Bookkeeping doesn’t include tax preparation services or assistance with tax preparation, or assurance services. Consult a tax preparer for tax advice related to the preparation of your tax return. The Live Bookkeeping Cleanup service is from the date of your last business tax return through the end of the calendar month before first sign-up to Live Bookkeeping.
1. Time savings: Based on a survey of QuickBooks Live Bookkeeping customers, as of November 2021.
2. Bookkeeper experience: Based on internal data, as of November 2021.
3. Tax time: Based on a survey of QuickBooks Live Bookkeeping customers, as of November 2021.
4. Matching: Customers are automatically matched with a Live Bookkeeper that has experience in their relevant industry, unless one is unavailable. After a customer has connected with the assigned bookkeeper, they may request to be matched with a different bookkeeper, if they prefer.
5. Collaboration: Based on a survey of QuickBooks Live Bookkeeping customers who used QuickBooks Live Bookkeeping for more than 3 months, as of November 2021.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.