For accounting professionals. Not an accountant?

NEW

QUICKBOOKS LEDGER

A low-cost solution for your year-end clients

QuickBooks Ledger is a cost-effective QuickBooks Online plan for year-end and tax-only clients—just $8 per month per subscription.** Call today: 1-855-348-9670

Add Ledger clients

Dashboard for Ledgers in QuickBooks, showing Tasks, Quick actions, and Bank accounts.

Meet your clients’ needs faster, using the tools you know

QuickBooks Ledger is ideal for year-end, or multi-company clients with non-operating entities.

Work the way you’re used to

Ledger is built into QuickBooks Online Accountant, so you can communicate with clients and your team through your existing practice management tools./span>

Get faster insights for every client

All your clients’ bank and credit card transactions flow into QuickBooks Ledger automatically, so you can deliver financial statements and simple reports based on real-time data.**

Expand your services

Automate manual workflows to help save time and effort during year-end and tax season, so your team can focus on higher-value services.

Give your clients easy ways to engage

Manage your client’s file end-to-end, or encourage them to get involved by signing in to connect their bank feeds, review their transactions, or view their reports.

Scales with your clients

Meet your clients’ needs wherever they are in their journey. Easily upgrade them from Ledger to another QuickBooks Online plan that’s right for them.

Connect with preferred apps

Integrate with the tools you already use to run your firm and manage your clients.**

Designed with accounting professionals in mind

Like QuickBooks Online Accountant, QuickBooks Ledger is exclusively available to accounting professionals.

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Support every step of the way

Our support teams are ready to answer your questions about QuickBooks Ledger. Plus, for high-volume Ledger purchases, we have dedicated resources to help set up your clients' files.**

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Manage more clients in one place

Ledger helps you streamline operations and increase efficiency by bringing more clients into QuickBooks Online, reducing time spent switching between accounting solutions.

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Start adding clients with QuickBooks Ledger

Frequently asked questions

What is QuickBooks Ledger?

How much does a QuickBooks Ledger subscription cost?

Do I have to give my client access to QuickBooks Ledger?

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.

Which types of clients are best suited for QuickBooks Ledger?

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

How do I add clients to QuickBooks Ledger?

Can my clients sign themselves up for QuickBooks Ledger?

Can I upgrade clients from QuickBooks Ledger to another QuickBooks Online product?

Get started with QuickBooks Ledger today

Talk to Sales

Give us a call to add your clients to QuickBooks Ledger.

Call 1-855-348-9670

Mon-Fri, 5 AM to 6 PM PT

Add your clients now

Add Ledger clients

Important offers, pricing details and disclaimers

All your clients’ bank and credit card transactions flow into QuickBooks Ledger automatically: Requires connection to client's bank and credit card accounts.

Deliver financial statements and simple reports based on real–time data: QuickBooks Online requires a computer with a supported browser (see System Requirements for a list of supported browsers) and an Internet connection (high-speed recommended).

For 10 or more Ledger purchases, we have dedicated resources to help set up your clients' files: When you speak with our Accountant Sales team to place an order, they can also help facilitate the migration and setup process with Professional Services Team.

QuickBooks Ledger: Subscription is only available through the Accountant channel and requires an active subscription to QuickBooks Online Accountant. Your account will automatically be charged monthly until you cancel. Sales tax may be applied where applicable. To cancel your subscription at any time, go to Account & Settings and select “Cancel.” Your cancellation becomes 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.

Third party apps: Third party applications available on apps.com. Subject to additional terms, conditions, and fees.