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Subscribe to or cancel QuickBooks Live

by Intuit•8• Updated 2 weeks ago

Learn how to sign up for or cancel a QuickBooks Live subscription.

Learn about how to sign up and get started, or how to cancel your Live subscription.

QuickBooks Live helps keep your books up to date, accurate, and ready for tax time. This service gives you live, one-on-one support from a QuickBooks-certified bookkeeper who works with you to understand your business.

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. 

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.

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. 

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.

Subscribe to QuickBooks Live

If you don’t use QuickBooks yet, set up a consultation by visiting the QuickBooks Live site and selecting Get a free consultation, or by calling the number listed.

If you already have a QuickBooks Online subscription, here’s how to subscribe, or resubscribe, to QuickBooks Live Expert Assisted:

  1. Sign in to QuickBooks as a Primary or Company admin.
  2. Go to Live Experts.
  3. Select See price to be taken to the pricing section.
  4. Select an option from the dropdown menu that best describes the last business tax year you filed.
  5. Select See price, then Try now.
  6. Review or update your billing info.
  7. Select Subscribe. 
  8. Schedule an appointment with an onboarding expert.

Once you schedule your appointment, you’ll hear from your bookkeeper who will give you more instructions.

Getting started in QuickBooks Live

During your first appointment with your bookkeeper, they'll get to know you and your business so they can start cleaning up your past books. In this cleanup phase, your bookkeeper cleans up your books from your last tax filing up to the month you subscribe. This process can take about 30 days.

After cleanup, you’re matched with a new bookkeeper who takes over the month-to-month management of your books. Learn how to set up monthly meetings with your new bookkeeper.

Cancel QuickBooks Live

If you no longer need help from our bookkeeper, you can cancel your subscription at any time.

  1. Go to Settings âš™, then select Account and settings.
  2. Select Billing & subscription.
  3. In the QuickBooks Live Full-Service Bookkeeping tile, select Cancel. 
  4. Confirm your cancelation in the next window.

If you later decide to subscribe again to Live, follow the same instructions you used to subscribe.

QuickBooks Live Full Service Bookkeeping Cleanup