Run business reports

*Offer terms

QuickBooks Online Discount Offer Terms: Discount applied to the monthly price for QuickBooks Online (“QBO”) 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 basis until you cancel. 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 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 QBO and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. 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.

**Product information

QuickBooks Live Bookkeeping monthly pricing tiers: QuickBooks Live Bookkeeping is available to QuickBooks Online subscribers and is sold separately. The first month of service for cleanup and onboarding is $500. After the first month, 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,

If your monthly average is $0-25,000 per month, the monthly price for Live Bookkeeping is $200.

If your monthly average is $25,001-150,000, the monthly price for Live Bookkeeping is $400.

If your monthly average is $150,001 or more, the monthly price for Live Bookkeeping is $600.

QuickBook Live monthly bookkeeping services: During the first month, a QuickBooks Live Bookkeeper provides cleanup services that start from the date of your last business tax return through the end of the calendar month of 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 Setup: The QuickBooks Live Bookkeeping Setup is a one-time virtual session with a Live Bookkeeper. It’s available to new QuickBooks Online subscribers who are within the first 60 days of their subscription. The QuickBooks Live Bookkeeping Setup service includes: providing the customer with instructions on how to set up a chart of accounts; customized invoices and setup reminders; connecting bank accounts and credit cards. The QuickBooks Live Bookkeeping Setup does not include Payroll setup or services. Your bookkeeper will only guide the process of setting up a QuickBooks Online account. The QuickBooks Live Bookkeeping Setup is refundable prior to your appointment taking place. Once you complete the appointment, you won’t be eligible for a refund.

**Features

Smart Reporting by Fathom: 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. Additional Fathom licenses can be purchased at $39 per month, as of 1/07/2020. More information here. Fathom terms and conditions. Fathom privacy policy. Fathom support.

Apple Pay: Apple Pay is a trademark of Apple Inc., registered in the U.S. and other countries.

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit and application approval. Additional terms, conditions and fees apply.

Feature availability varies by product and platform.

Terms, conditions, pricing, special features, and service and support options subject to change without notice.