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team-drinkmirth-
Level 1

Hi, I'm interested in starting your bookkeeping plan for <$9,999 in expenses and $300/month. How do I get started?

 
1 Comment 1
CarlSJ
QuickBooks Team

Hi, I'm interested in starting your bookkeeping plan for <$9,999 in expenses and $300/month. How do I get started?

We're happy to know that you are interested in our bookkeeping service. Let me guide you through how to get started.

 

When you sign up for Live Bookkeeping, we correspond you with a certified bookkeeper with knowledge in your industry. 

 

To begin signing up, here's how:

 

  1. Sign in to your QBO company account.
  2. Go to the Contact Experts located at the top part of the Dashboard.
  3. Click Go to Live Experts.
  4. Click See All Plans, then select the plan that fits. Since you've mentioned a bookkeeping plan with $300/month, select the Expert Full-Service Bookkeeping.
  5. You can also schedule a free consultation and have your questions answered about QuickBooks Live.
  6. Click Get your Price.
  7. Select the previous business tax year you filed, and click Get Price, then Get Started.

 

For more QuickBooks Live Bookkeeping services questions, this article can guide you also: Learn about the QuickBooks Live Bookkeeping service.

 

After signing up, you will be matched according to your business with a Live bookkeeper who provides cleanup services from the date of your last business tax return or business incorporation date through the end of the calendar month. The following months will be on categorizing and reconciling your accounts. Then evaluate your business needs and expenses as well.

 

If you wish to see an overview of our bookkeeping services or talk to our sales department, you can visit this page: QuickBooks Live

 

Moreover, this article is helpful to learn how to communicate with your bookkeeper: Make contact with your bookkeeper through the Document and Request Center.

 

I'll be here to help if you have additional questions about bookkeeping services. Have a good one.

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