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QuickBooks Live Experts

by Intuit•98• Updated 1 week ago

Learn about QuickBooks Live Experts.

Partner with experts backed by Intuit's AI automation to help your business grow and get accurate info you can count on. Our experts can onboard and train you, give you financial coaching, clean up your books for tax time, or handle your bookkeeping.

Choose the level of expert help you need. 

1. Live Priority

Get personalized QuickBooks training and premium support from our product experts. Connect with experts during extended hours with priority access.. They'll get you started and help set up key features, including AI. 

Find out more. 

2. Live Expert Assisted

Get personalized business and financial coaching from QuickBooks-certified bookkeepers. Experts can guide you on your books, taxes, and cash flow. 

You’ll get the extended hours and access included with Priority and:

  • Review of automation, categorization, reconciliation, and AI Agent work.
  • Proactive insights for more informed business decisions.
  • Business, 1099, payroll, and sales tax support.

Find out more. 

3. Full-service bookkeeping

Focus on your business with accurate bookkeeping—guaranteed. A dedicated bookkeeper manages your books, sends reports, and shares insights to help you make smarter financial decisions. 

You’ll get everything included with Priority and Assisted plus:

  • Tax resource support.
  • Personalized set up with your dedicated bookkeeper.
  • Detailed business reports, including Profit & Loss and Balance Sheet. 

Find out more.

One-time cleanup

Or, if you just need a one-time clean up of your books to give you peace of mind, our experts can help you. Find out more.

General

Just schedule a call. An expert will guide you on managing your books and how to get everything you need from QuickBooks to run your business with confidence.

Our team of bookkeepers includes professionals from almost all industries.

Additionally, all of our bookkeepers have the following credentials:

  • Active QuickBooks Online ProAdvisor certification
  • Active QuickBooks Online Advanced ProAdvisor certification
  • Minimum three years experience working with QuickBooks Online

And at least one of the following:

  • They’re an active Certified Public Accountant
  • They’re an active Certified Public Bookkeeper
  • They have a bachelor’s degree in accounting/finance
  • They have expertise in accounting, finance, or bookkeeping

Quickbooks-certified bookkeepers are available to give you guidance and answer questions you have on topics like categorization, automation, reconciliation, reporting, and workflow management. You can request a callback anytime when you need a little extra help. Bookkeepers are available Monday–Friday, 6 AM - 6 PM PT.

Some basic bookkeeping services might not be included and will be determined by the bookkeeper. The bookkeeper will provide help based on the information provided. These services might be subject to change at Intuit’s sole discretion.

Support topics

Bookkeepers can provide general information and relevant resources to help you find answers to a variety of common tax topics, including:

  • Tax regulations and deadlines
  • Potential tax deductions like business meals or startup costs
  • Tax benefits
  • Business entity
  • Business tax payments

Our bookkeepers can't give you tax advice specific to your business, or prepare and file your taxes for you.

An expert can provide general information and relevant resources to help you find answers to a variety of common payroll tax topics, including:

  • Payroll to payments
  • Payroll to filing
  • Payment settings
  • Managing payroll tax requirements

Our payroll tax experts can't give you specific advice for your business, or prepare any forms for you. This includes Forms W-4, 1099, and other payroll forms.

Change plans

You can switch or cancel QuickBooks Online plans anytime. You can also cancel or switch between QuickBooks Live Expert Full-Service Bookkeeping or QuickBooks Live Expert Assisted anytime.

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