Offer terms

Bundle may include (1) a QuickBooks Online subscription and/or (2) QuickBooks Online Payroll Core and/or QuickBooks Live Bookkeeping Setup, at your option. Discount does not apply to the QuickBooks Live Bookkeeping Setup one-time session.

*50% off QuickBooks Online and/or QuickBooks Online Payroll for 3 months: Discount applied to the monthly price for QuickBooks Online (“QBO”) and/or QuickBooks Online Payroll Core is for the first 3 months of service, starting from the date of enrollment is free, followed by the then-current monthly list price. Your account will automatically be charged on a [monthly] basis until you cancel. Each employee is an additional $4/month for Core. Contractor payments via direct deposit are $4/month for Core. Service is optimized for up to 50 employees or contractors and capped at 150. The service includes 1 state filing. If you file taxes in more than one state, each additional state is $12/month for Core. 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 prorated 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.

QuickBooks Live Setup: QuickBooks Live Setup does not apply to Payroll. Your bookkeeper will only help to set up your QuickBooks Online account. QuickBooks Live Setup includes setting up chart of accounts, customizing invoices, setting up reminders, connecting bank accounts and credit cards, and bookkeeping tips.

QuickBooks Live Setup is refundable prior to your appointment taking place. Once you complete your Setup appointment, you will not be eligible for a refund.

Cancellation policy: There's no contract or commitment. You're free to switch plans or cancel any time.

Mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices are sold separately and a data plan is 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 Intuit’s control. Product registration is 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.

Features

1. QuickBooks Online Advanced includes one license of Smart Reporting powered by Fathom at no additional charge. Fathom supports up to 3,000 active or inactive accounts in the QuickBooks Online chart of accounts, and up to 20 classes for the importing, reporting, and analysis of QuickBooks data. More information here. Fathom terms and conditions. Fathom privacy policy. Fathom support. Additional Fathom licenses can be purchased at $39 per month, as of 1/23/2019.
2. QuickBooks Online Advanced supports the upload of 1000 transaction lines for invoices at one time. 37% faster based off of internal tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow.
3. Membership in 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. Hours of operation for the Priority Circle Account Manager are 9AM to 5PM PT, Monday - Friday. Premium phone and messaging 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 Intuit’s control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and designated agent are subject to change without notice. Priority Circle offers a one-time $3,000 class credit.
4. For hours of support and how to contact support, click here.
5. 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. See more information about the guarantee here: https://payroll.intuit.com/disclosure/. QuickBooks Live Bookkeeping Setup is a one-time $50 session.
6. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

Payroll Core features

Automated tax payments and filings: Automated tax payments and filing available only for state and federal taxes. Enrollment in e-services is required. Local taxes require the user to print the forms and upload it to the necessary local sites. QuickBooks Online Payroll Core does not offer local tax payments and filings. Automatic filings for state new hire paperwork available in QuickBooks Online Payroll Premium and Elite only.

Auto Payroll: This is available after the setup for employees and the company is complete, and the first payroll has been run successfully. Employees must be salaried and set up on direct deposit to be eligible. Bank verification and e-services must also be enabled, and the account must not have been on hold in the last 6 months.

Health benefits: Powered by SimplyInsured and require acceptance of SimplyInsured’s privacy policy and Terms of Service. Additional fees will apply. SimplyInsured does not offer insurance in HI, VT, and DC. Insurance coverage eligibility is not guaranteed, and dependently solely on the rules of the insurance carrier. The insurance carrier has sole and final discretion as to the eligibility for health insurance products.

Expert product support: This is included with your paid QuickBooks Online Payroll subscription. Chat support is available 24/7. U.S.-based phone support is available Monday through Friday 6:00 AM to 6:00 PM PT and Saturday 6:00 AM to 3:00 PM PT. Your subscription must be current. Intuit reserves the right to limit the length of the call. Terms conditions, features, pricing, service and support are subject to change without notice.

Next-day direct deposit: This is only available to QuickBooks Online Payroll Core users. Payroll processed before 7:00 PM PT the day before will arrive the next business day (excluding weekends and holidays). Direct deposit and bank verification setup is required. Next-day direct deposit may be subject to eligibility criteria. Deposit delays may vary because of third party delays, risk reviews, or issues beyond Intuit’s control. Next-day deposit is available for contractors and employees. Direct deposit for contractors is $[4/8/10] per month, per contractor payment. Each employee is $[4/8/10] per month with no additional fees for direct deposit.

Workers’ comp: Benefits are powered by AP Intego and require acceptance of AP Intego’s privacy policy and Terms of Service. Additional fees will apply. There is a monthly fee (currently, $5 per month) for QuickBooks Online Payroll Core users for the QuickBooks Workers’ Comp Payment Service. This non-refundable fee will be automatically added to each monthly Intuit invoice at the then-current price until you cancel. The fee is separate from any workers’ comp insurance policy premium by AP Intego Insurance Group. Workers’ Compensation Service requires an active and paid QuickBooks payroll subscription. Eligibility criteria applies to transfer active insurance policy broker of record, including insurance carrier, policy renewal date, and payment method. Workers compensation insurance is not available in OH, ND, WA and WY.

QuickBooks Workforce available to employees. Requires an Intuit Account and acceptance of the Intuit Terms of Service and Privacy Statement.

Payroll Premium features

TSheets time tracking: TSheets is included in the QuickBooks Online Payroll Premium and Elite subscription services. Additional fees may apply. Features may vary. The TSheets mobile app works with iPhone, iPad, and Android phones and tablets. Devices are sold separately and a data plan is required. Not all features are available on the mobile apps and mobile browser. TSheets mobile access is included with your QuickBooks Online Payroll Premium and Elite 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 Intuit’s control. Product registration is required.

Expert review: This is available upon request for QuickBooks Online Payroll Premium and Elite users.

QuickBooks Workforce is available to employees. Requires an Intuit Account and acceptance of the Intuit Terms of Service and Privacy Statement.

Automated tax payments and filings: Automated tax payments and filing available only for state and federal taxes. Enrollment in e-services is required. Local taxes require the user to print the forms and upload it to the necessary local sites. QuickBooks Online Payroll Core does not offer local tax payments and filings. Automatic filings for state new hire paperwork available in QuickBooks Online Payroll Premium and Elite only.

Auto Payroll: This is available after the setup for employees and the company is complete, and the first payroll has been run successfully. Employees must be salaried and set up on direct deposit to be eligible. Bank verification and e-services must also be enabled, and the account must not have been on hold in the last 6 months.

Health benefits: Powered by SimplyInsured and require acceptance of SimplyInsured’s privacy policy and Terms of Service. Additional fees will apply. SimplyInsured does not offer insurance in HI, VT, and DC. Insurance coverage eligibility is not guaranteed, and dependently solely on the rules of the insurance carrier. The insurance carrier has sole and final discretion as to the eligibility for health insurance products.

Workers’ comp benefits are powered by AP Intego and require acceptance of AP Intego’s privacy policy and Terms of Service. Additional fees may apply. There is a monthly fee (currently, $5 per month) for QuickBooks Online Payroll Core users for the QuickBooks Workers’ Comp Payment Service. This non-refundable fee will be automatically added to each monthly Intuit invoice at the then-current price until you cancel. The fee is separate from any workers’ comp insurance policy premium by AP Intego Insurance Group. Workers’ Compensation Service requires an active and paid QuickBooks payroll subscription. Workers compensation insurance not available in OH, ND, WA and WY.

QuickBooks Workforce: QuickBooks Workforce available to employees. Requires an Intuit Account and acceptance of the Intuit Terms of Service and Privacy Statement.

HR services: Provided by experts at Mammoth, Inc. See Mammoth’s privacy policy and Terms of Use. HR Support Center 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.

Payroll Elite features

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.

HR services: Provided by experts at Mammoth, Inc. See Mammoth’s privacy policy and Terms of Use. HR Support Center 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.

Expert product support: This is included with your paid QuickBooks Online Payroll subscription. Chat support is available 24/7. U.S.-based phone support is available Monday through Friday 6:00 AM to 6:00 PM PT and Saturday 6:00 AM to 3:00 PM PT. Your subscription must be current. Intuit reserves the right to limit the length of the call. Terms conditions, features, pricing, service and support are subject to change without notice.

Expert support for Elite: 24/7 customer support is included with your paid QuickBooks Online Payroll subscription. Chat support is available 24/7. U.S.-based phone support is available Monday through Friday 6:00 AM to 6:00 PM PT and Saturday 6:00 AM to 3:00 PM PT. Your subscription must be current. Intuit reserves the right to limit the length of the call. Terms conditions, features, pricing, service and support are subject to change without notice.

White glove customized setup is available to QuickBooks Online Payroll Elite users only.

Same-day direct deposit: This is available to QuickBooks Online Payroll Premium and Elite users. Payroll processed before 7:00 PM PT the day before will arrive the next business day (excluding weekends and holidays). Direct deposit and bank verification setup is required. Same-day direct deposit may be subject to eligibility criteria. Deposit delays may vary because of third party delays, risk reviews, or issues beyond Intuit’s control. Same-day deposit is only available for employees.

QuickBooks Workforce available to employees. Requires an Intuit Account and acceptance of the Intuit Terms of Service and Privacy Statement.

TSheets time tracking: TSheets is included in the QuickBooks Online Payroll Premium and Elite subscription services. Additional fees may apply. Features may vary. The TSheets mobile app works with iPhone, iPad, and Android phones and tablets. Devices are sold separately and a data plan is required. Not all features are available on the mobile apps and mobile browser. TSheets mobile access is included with your QuickBooks Online Payroll Premium and Elite 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 Intuit’s control. Product registration is required.

Expert review: This is available upon request to QuickBooks Online Payroll Premium and Elite users.

Automated tax payments and filings: Automated tax payments and filing available only for state and federal taxes. Enrollment in e-services is required. Local taxes require the user to print the forms and upload it to the necessary local sites. QuickBooks Online Payroll Core does not offer local tax payments and filings. Automatic filings for state new hire paperwork available in QuickBooks Online Payroll Premium and Elite only.

Auto Payroll: This is available after the setup for employees and the company is complete, and the first payroll has been run successfully. Employees must be salaried and set up on direct deposit to be eligible. Bank verification and e-services must also be enabled, and the account must not have been on hold in the last 6 months.

Health benefits: Powered by SimplyInsured and require acceptance of SimplyInsured’s privacy policy and Terms of Service. Additional fees will apply. SimplyInsured does not offer insurance in HI, VT, and DC. Insurance coverage eligibility is not guaranteed, and dependently solely on the rules of the insurance carrier. The insurance carrier has sole and final discretion as to the eligibility for health insurance products.

Workers’ comp: Benefits are powered by AP Intego and require acceptance of AP Intego’s privacy policy and Terms of Service Additional fees will apply. There is a monthly fee (currently, $5 per month) for QuickBooks Online Payroll Core users for the QuickBooks Workers’ Comp Payment Service. This non-refundable fee will be automatically added to each monthly Intuit invoice at the then-current price until you cancel. The fee is separate from any workers’ comp insurance policy premium by AP Intego Insurance Group. Workers’ Compensation Service requires an active and paid QuickBooks payroll subscription. Eligibility criteria applies to transfer active insurance policy broker of record, including insurance carrier, policy renewal date, and payment method. Workers compensation insurance is not available in OH, ND, WA and WY.