A low-cost solution for your year-end clients

QuickBooks Ledger is a new QuickBooks Online plan designed exclusively for accounting professionals. Use Ledger to manage your year-end, tax-only, and low-transaction clients with automated bank feeds, bank reconciliation, financial statements, and a seamless transition to tax preparation.

QuickBooks Ledger subscriptions will be billed to your firm at $8 per month per subscription, which is the exclusive pricing for accounting professionals.**

No. You can use QuickBooks Ledger without providing your client with direct access. To do this, you’ll need to occupy the Primary Admin business user role.

This means that your client won’t be able to log in to connect their bank or credit card feeds, view their transactions, or upload documents. If you would still like to connect your clients’ feeds, some banks and credit card companies provide accountant credentials that you can use; otherwise, you will need to manually upload the transactions or enter journal entries.

If you need to change the Primary Admin—for example, if you decide to give your client access in the future—our support team will help you make the change.

QuickBooks Ledger is best for these types of clients:

• In-house bookkeeping clients
• Tax-only clients
• Multi-company clients with non-operating entities or holding companies
• High net-worth individuals

These industry verticals may be a good fit, especially if the clients have minimal or infrequent transactions:

• Real estate (property management)
• Trust & estate
• Oil & gas
• Investment or private equity firms

You can add your clients to QuickBooks Ledger through your QuickBooks Online Accountant (QBOA) account. If you need any assistance or have any questions, our Accountant Sales team is also available to help.**

No. QuickBooks Ledger is only available to accounting professionals with an active QuickBooks Online Accountant subscription, which means that your clients can’t sign up on their own.

Yes. Since QuickBooks Ledger is a QuickBooks Online plan, you can upgrade your clients to QuickBooks Online EasyStart, Essentials, Plus, and Advanced depending on what they need to manage their business.