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Guarantees

Payroll Accuracy Guaranteed: Available with QuickBooks Online Payroll Core, Premium, and Elite. We assume responsibility for federal and state payroll filings and payments directly from your account(s) based on the data you supply. As long as the information you provide us is correct and on time, and you have sufficient funds in your account, we’ll file your tax forms and payments accurately and on time or we’ll pay the resulting payroll tax penalties. Guarantee terms and conditions are subject to change at any time without notice.

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. Intuit cannot help resolve notices for customers in Collections with the IRS because IRS Collections will only work with businesses directly. Additional conditions and restrictions apply. Learn more about tax penalty protection.

*Offer terms

QuickBooks Products: Offer available for QuickBooks Online and/or QuickBooks Online Payroll Core, Premium, or Elite (collectively, the "QuickBooks Products"). The offer includes either a free trial for 30 days ("Free Trial for 30 Days") or a discount for 3 months of service ("Discount") (collectively, the "QuickBooks Offer"). QuickBooks Live Bookkeeping is not included in the QuickBooks Offer.

QuickBooks Live Expert Assisted Free 30-day Trial Offer Terms: Access an expert when you add the thirty (30) day trial of QuickBooks Live Expert Assisted services (“Live Expert Assisted”) to your purchase of QuickBooks Online Simple Start, Essentials, Plus, or Advanced (“QBO”) subscription. You must be a new QBO customer to be eligible. To continue using Expert Assisted after your 30-day trial, you’ll be asked to present a valid credit card for authorization, and you’ll be charged on a monthly basis at the then-current fee until you cancel. Sales tax may be applied where applicable. To cancel your Expert Assisted 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 prorated refund; your access and subscription benefits will continue for the remainder of the billing period. 

Expert Assisted is a monthly subscription service that requires a QBO subscription and provides expert help to answer your questions related to the books that you maintain full ownership and control. An expert can guide you through QBO setup and answer questions based on the information you provide; some bookkeeping services may not be included and determined by the expert. For more information about Expert Assisted, refer to the QuickBooks Terms of Service.

QuickBooks Online Live Expert Assisted Discount Offer Terms: Discount applied to the first 3 months of Expert Assisted, starting from the date of enrollment, followed by the then-current monthly Expert Assisted list price with your QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QBO”) subscription. Your account will automatically be charged on a monthly basis until you cancel. Sales tax may be applied where applicable. To be eligible for this offer you must be an active QBO customer, new to Expert Assisted and sign up for the Expert Assisted monthly plan by calling sales at 1-800-816-4611. Offer available for a limited time only. To cancel your Live Expert Assisted 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.

Free trial for 30 days: First thirty (30) days of subscription to the QuickBooks Products, starting from the date of enrollment is free. To continue using the QuickBooks Products after your 30-day trial, you'll be asked to present a valid credit card for authorization. Thereafter, you'll be charged on a monthly basis at the then-current fee for the service(s) you've selected until you cancel. To be eligible for this offer you must sign up for the free trial plan using the "Try it free" option.

Discount offer: 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 sign up for the monthly plan using the "Buy Now" option.

Offer terms: 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. This offer can't be combined with any other QuickBooks offers. Offer only available for a limited time and to new QuickBooks customers only. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

QuickBooks Online Payroll terms: Each employee (active or on paid leave) is an additional $6.50/month for Core, $10/month for Premium, and $12/month for Elite. Contractor payments via direct deposit are $6.50/month for Core, $10/month for Premium, and $12/month for Elite. The service includes 1 state filing. If your business requires tax calculation and/or filing in more than one state, each additional state is $12/month for Core and Premium. There is no charge for state tax calculation or filing for Elite. The discounts do not apply to additional employees and state tax filing fees.

Cancellation terms: To cancel your QuickBooks Products subscription at any time go to Account & Settings in QuickBooks and select "Cancel." Your QuickBooks Products 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.

QuickBooks Live Expert Guided Setup: The QuickBooks Live Expert Guided Setup is a one-time virtual session with a QuickBooks expert. It’s available to new QuickBooks Online monthly subscribers who are within the first 30 days of their subscription. The QuickBooks Live Expert Guided Setup service includes: providing the customer with instructions on how to set up chart of accounts; customized invoices and setup reminders; connecting bank accounts and credit cards. The QuickBooks Live Expert Guided Setup is not available for QuickBooks trial, and does not include desktop migration, Payroll setup or services. Your expert will only guide the process of setting up a QuickBooks Online account. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

**Features

Spreadsheet sync: Automatic refresh requires setup and will update workbooks or individual sheets every time you open the workbook or login to Spreadsheet Sync. See more details here.

**QuickBooks features

Beta features have very limited availability and are subject to change. Features may be more broadly available soon.

Annual percentage yield: The annual percentage yield ("APY") is accurate as of December 9, 2024, and may change at our discretion at any time. The listed APY will be paid on the average daily available balances distributed across your created envelopes within your primary QuickBooks Checking account. Balances held outside an envelope will not earn interest. See Deposit Account Agreement for terms and conditions.

Envelopes: You can create up to 9 Envelopes within your primary QuickBooks Checking account. Money in Envelopes must be moved to the available balance in your primary QuickBooks Checking account before it can be used. Envelopes within your primary QuickBooks Checking account will automatically earn interest once created. At the close of each statement cycle, the interest earned on funds in your Envelopes will be credited to each Envelope in proportion to the average daily balance of each Envelope. See Deposit Account Agreement for terms and conditions.

QuickBooks Live Expert Assisted: This is a monthly subscription service offering ongoing guidance on how to manage your books that you maintain full ownership and control. When you request a session with a Live bookkeeper, they can provide guidance on topics including: bookkeeping automation, categorization, financial reports and dashboards, reconciliation, and workflow creation and management. They can also answer specific questions related to your books and your business. 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.

QuickBooks Live Expert Full-Service Bookkeeping: This is a combination service that includes QuickBooks Live Expert Cleanup and QuickBooks Live Expert Full-Service Bookkeeping.

Receipt capture: Requires QuickBooks Online mobile (“QBM”) application. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan 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 your control. Product registration required.

Collaborate with your accountant: You can connect up to the following for each product: 1 billable user and 2 accounting firms for QuickBooks Online Simple Start, 3 billable users and 2 accounting firms for QuickBooks Online Essentials, 5 billable users and 2 accounting firms for QuickBooks Online Plus, 25 billable users and 3 accounting firms for QuickBooks Online Advanced. Accounting firms must connect using QuickBooks Online Accountant.

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit and application approval. Subscription to QuickBooks Online is required. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

QuickBooks Bill Pay: Subject to eligibility criteria, credit, and application approval prior to first payment. Subscription to QuickBooks Online required. Bill Pay Basic is included with QuickBooks Online when purchased directly from QuickBooks.com or QuickBooks Sales. Not available in U.S. territories or outside the U.S.

QuickBooks Term Loan (“Term Loan”) is issued by WebBank.

Auto-match transactions: Automatic Matching: QuickBooks Online will only match bank withdrawals with transactions processed through QuickBooks Bill Pay. Not all transactions are eligible.

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

Mileage tracking: Mileage tracking is only available to the master administrator of the QuickBooks Online account. Requires QuickBooks Online mobile (“QBM”) application. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan 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 your control. Product registration required.

Instant deposit: Instant deposit is an additional service offered by QuickBooks Payments subject to eligibility criteria. Standard payment processing fees also apply to each transaction. Deposits are sent to the bank account linked to an eligible debit card in up to 30 minutes from the initiation of the deposit. Deposit times may vary for third party delays.

QuickBooks Checking Account opening is subject to identity verification and approval by Green Dot Bank.

QuickBooks and Intuit are a technology company, not a bank. Banking services provided by our partner, Green Dot Bank.

Deposit Sweep Program: Cash balances above $250,000 will be automatically swept from Green Dot Bank and equally spread across our participating financial institutions, providing you with up to $5 million in FDIC insurance coverage. Customers are responsible for monitoring their total assets at each institution. Learn more and see a list of participating institutions here

 Mobile signatures: Requires QuickBooks Online mobile application. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan 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 your control. Product registration required.

Pay-enabled invoices: Requires a separate QuickBooks Payments account which is subject to eligibility criteria, credit and application approval. Additional fees may apply. Additional terms and conditions apply.

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

Automated 1099 e-file & delivery: Prepare your 1099s in QuickBooks at no extra charge. If you choose the 1099 E-File Service, Intuit will e-file your Federal 1099 information with the IRS, and then print and mail a copy directly to your contractors; fees apply. As part of the paid 1099 E-File Service, we also give your contractors online access to their 1099s. State filing not included. You should check with your state agency on any state filing requirements.

Accelerated Invoicing: QuickBooks Online Advanced supports the upload of 1000 transaction lines for invoices at one time. 20% faster based off of internal tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow.

Account team benefits for Priority Circle: Only available with a paid subscription. Trial customers have access to QuickBooks Online Advanced product experts.

Priority Circle: Access to 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. Phone and messaging premium support is available. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.

Automatic data backup and recovery: QuickBooks Online uses technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to work to maintain the security of your online session and information.

Cash flow: Cash flow planning is provided as a courtesy for informational purposes only. Actual results may vary. Available in QuickBooks Online only.

**QuickBooks Payroll Features

Unlimited 1099 e-file: Create and e-file unlimited 1099-MISC and 1099-NEC forms in QuickBooks. 1099 forms are e-filed only for the current filing year and for payments recorded in QuickBooks to your vendors or contractors. Includes state filings for eligible states participating in IRS Combined Federal/State Filing program; please check with your state agency on any additional state filing requirements. Additional fees may apply to print and mail a copy to your vendors and contractors and to other upgrades or add-on services.

QuickBooks Time Mobile: The QuickBooks Time mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Time 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 your control. Product registration required.

Garnishments and deductions: Available for employees only. User is responsible for setting the garnishment amount and making the garnishment payment to the appropriate entity.

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

**Product information

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 Online and QuickBooks Self-Employed system requirements: QuickBooks Online requires a persistent internet connection (a high-speed connection is recommended) and computer with a supported Internet browser or a mobile phone with a supported operating system (see System Requirements) and an Internet connection. Network fees may apply.

QuickBooks Online and QuickBooks Self-Employed mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan 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 your control. Product registration required.

QuickBooks Online usage limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. 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 Essentials.

QuickBooks Checking Account opening is subject to identity verification and approval by Green Dot Bank.

QuickBooks and Intuit are a technology company, not a bank. Banking services provided by our partner, Green Dot Bank.

QuickBooks Payments and QuickBooks Checking accounts: Users must apply for both QuickBooks Payments and QuickBooks Checking accounts when bundled. QuickBooks Payments’ Merchant Agreement and QuickBooks Checking account’s Deposit Account Agreement apply.

QuickBooks Checking account: Banking services provided by and the QuickBooks Visa® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to license from Visa U.S.A., Inc. Green Dot Bank operates under the following registered trade names: GoBank, GO2bank and Bonneville Bank. Registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits. Green Dot is a registered trademark of Green Dot Corporation. ©2021 Green Dot Corporation. All rights reserved. QuickBooks products and services, including Instant Deposit, QuickBooks Payments, Cash flow planning / forecasting are not provided by Green Dot Bank.

#Claims

1. Over 40x U.S. average APY: Average interest rate: The average interest rate is based on the Federal Deposit Insurance Corporation's national rate published the week of October 16, 2023. Learn more. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

2. The #1 accounting software for small businesses: #1 accounting software for small to midsize business based on PCMag, as of December 2021.

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