Small business owner working with online bookkeeper on laptop. Screenshot from QuickBooks Live - Expert bookkeeping video

Accurate books means stress free tax time

Partner with a Live Bookkeeper who understands your business. They’ll bring your existing financials up to date and manage your books with guaranteed accuracy.**

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Or call 1-800-365-9606

Take bookkeeping off your plate

More time each day

82% of customers agree QuickBooks Live Bookkeeping saves them time to focus on growing their business.¹

Proven expertise

Our team of QuickBooks-certified Bookkeepers average over 10 years of experience working with small businesses.²

Total peace of mind

86% of customers agree QuickBooks Live Bookkeeping gives them peace of mind their books will be ready by tax time.³

Working with our Live Bookkeepers

A QuickBooks-certified bookkeeper will bring your existing financials up to date to get you started with a clean slate. Next, you’ll get matched with a virtual bookkeeper who will maintain your books and connect with you via video chat.⁴

81% of our customers agree they can seamlessly collaborate with their QuickBooks Live Bookkeepers on their books.⁵

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What to expect from Live Bookkeeping

One-on-one support from an expert bookkeeper you can trust.

First, a bookkeeper goes through your books, line by line, and brings them up to date. This includes a detailed review of your chart of accounts to ensure all past transactions are organized correctly.**

After cleanup, you’ll have ongoing support so you can take bookkeeping off your plate.

Receive personalized insights including your profit and loss report and balance sheet. This helps inform your business decisions and gives you time to do what you do best.

Your bookkeeper can categorize transactions, reconcile accounts, and keep your books up-to-date throughout the year so you can face tax time with confidence.**

Live Bookkeepers you can trust

Our bookkeepers average 10 years of experience working with small businesses across a wide array of industries.² They’re certified QuickBooks ProAdvisors, and many are CPAs.

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Success is in their stories

“With QuickBooks Live bookkeeping, I have more time to focus on the happiness and well-being for my employees.”

Jaclyn Wenaas, Owner of Bronzed Denver

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Frequently asked questions

Does QuickBooks offer bookkeeping services?

When will my books be cleaned and updated?

What’s included in QuickBooks Live Full-Service Bookkeeping?

Full-Service Bookkeeping includes two phases: cleanup and ongoing bookkeeping

In the cleanup/setup phase, your bookkeeper helps you set up your chart of accounts, connects your banks, and teaches you the basics of QuickBooks. If you have information in QuickBooks already, your bookkeeper will help clean it up in the first month of service.
As part of ongoing bookkeeping, your bookkeeper categorizes your transactions and reconciles your accounts each month.
Your bookkeeper can close your books and prepare a trial balance. They can also send PDF copies of key financial reports including your profit and loss statement and balance sheet.

What’s not included in QuickBooks Live Full-Service Bookkeeping?

I already have QuickBooks Online. Can I buy Live Bookkeeping?

How much time do I get with my bookkeeper each month?

There’s no set amount of time you get per month. Small businesses often schedule video appointments once or twice per month to discuss questions and to review results. You’re limited to one scheduled appointment at a time and appointments have to work within your bookkeeper’s schedule. Communications that are available any time include document sharing and live chat with a member of your bookkeeper’s extended team.

Can I switch plans or cancel at any time?

How can we help?

Talk to sales 1-800-365-9606

Monday - Friday, 5 AM to 6 PM PT

Get product support

Visit support page

Prioritize your business.
We’ll prioritize your books.

Stay organized and up to date all year when you partner with a Live Bookkeeper.

Guarantees

Accurate Books Guarantee: At your request, QuickBooks will conduct a full evaluation of your bookkeeper’s work. If your Live Bookkeeper makes an error that requires you to re-open your books for any month, we’ll correct the error in your books for the month that the error occurred at no additional charge.

Eligible errors include only those made by a Live Bookkeeper. An “error” is: a) a transaction that has been incorrectly categorized to the wrong account; b) an account balance in QuickBooks that doesn’t match the actual account balance; or c) improper transactions which can’t be supported by documentation (including client responses and client meeting notes).

If you invoke the guarantee, QuickBooks will conduct an evaluation of the Live Bookkeeper’s work. You’ll need to provide QuickBooks with a receipt for the transaction in question, correspondence from your outside tax accountant, or a document stating the balance of the account if an account balance is in question.

Live Bookkeepers aren’t responsible for errors resulting from incorrect information that you provide, or if you re-open the books by overriding closure after a Live Bookkeeper completes the month-end closure.

**Product information

QuickBooks Live Monthly Bookkeeping pricing tiers: Live Bookkeeping is available to QuickBooks Online subscribers and is sold separately. QuickBooks Live Cleanup is required for Live Monthly Bookkeeping. Cleanup fee is customized based on signup month, tax filing status, and business start date. Following a 30 day period after signup, the ongoing Live Bookkeeping service is available in 3 different pricing tiers, depending on your company’s average monthly expenses over a period of 3 consecutive months. After the first month, you’ll be charged monthly at the then-current monthly fee based on your average monthly expenses over the previous 3 months, unless you cancel. Your business’s average monthly expenses and associated subscription pricing may be reassessed at Intuit’s sole discretion. Currently:

If your monthly average is $0-10,000 per month, the monthly price for QuickBooks Live is $200.
If your monthly average is $10,001-50,000, the monthly price for QuickBooks Live is $300.
If your monthly average is $50,001 or more, the monthly price for QuickBooks Live is $400.

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 Live Bookkeeping Cleanup: The QuickBooks Live Bookkeeping Cleanup only applies to bookkeeping records up to your last tax filing. You must have filed your business’ prior tax return and provide a copy of the return before cleanup services can begin. A Live Bookkeeper cannot begin cleaning up your past books until they receive all of 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.

Tax-ready books: Live Bookkeeping doesn’t include tax preparation services or assistance with tax preparation, or assurance services. Consult a tax preparer for tax advice related to the preparation of your tax return. The Live Bookkeeping Cleanup service is from the date of your last business tax return through the end of the calendar month before first sign-up to Live Bookkeeping.

#Claims

1. Time savings: Based on a survey of QuickBooks Live Bookkeeping customers, as of November 2021.

2. Bookkeeper experience: Based on internal data, as of November 2021.

3. Tax time: Based on a survey of QuickBooks Live Bookkeeping customers, as of November 2021.

4. Matching: Customers are automatically matched with a Live Bookkeeper that has experience in their relevant industry, unless one is unavailable. After a customer has connected with the assigned bookkeeper, they may request to be matched with a different bookkeeper, if they prefer.

5. Collaboration: Based on a survey of QuickBooks Live Bookkeeping customers who used QuickBooks Live Bookkeeping for more than 3 months, as of November 2021.

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

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Accurate books means stress free tax time

Take bookkeeping off your plate

More time each day

Proven expertise

Total peace of mind

Working with our Live Bookkeepers

What to expect from Live Bookkeeping

Cleanup and setup

Essential reports

Tax-ready books

Live Bookkeepers you can trust

Success is in their stories

Success is in their stories

Schedule a free consultation

Frequently asked questions

Prioritize your business.
We’ll prioritize your books.

Accurate books means stress free tax time

Take bookkeeping off your plate

More time each day

Proven expertise

Total peace of mind

Working with our Live Bookkeepers

What to expect from Live Bookkeeping

Cleanup and setup

Essential reports

Tax-ready books

Live Bookkeepers you can trust

Success is in their stories

Success is in their stories

Schedule a free consultation

Frequently asked questions

Prioritize your business. We’ll prioritize your books.

Prioritize your business.
We’ll prioritize your books.