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Trusted experts. Guaranteed accurate books Get matched with an online bookkeeper who understands your business. They’ll manage and maintain your books with guaranteed accuracy.
Get matched with an online bookkeeper who understands your business. They’ll manage and maintain your books with guaranteed accuracy.
Or call now 800-365-9606
Clean books for tax time.
Expertise all year.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 going forward.**
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 going forward.**
Or call now 800-365-9606
Focus on your business, not your books
More time each day
Focus on what matters most while your certified expert takes everyday bookkeeping tasks off your list.
Total peace of mind
Rely on your bookkeeper to manage and maintain your books with guaranteed accuracy.
Year-round confidence
Your bookkeeper ensures your books are accurately closed each month so that you stay ready for tax time.
How it works
To get you started on the right foot in QuickBooks, we’ll bring your existing financials up to date. Then get matched with your virtual bookkeeper to take the lead on your books.1
Enjoy convenient collaboration with your expert via video chat, and get detailed reports every month.
How it works
A QuickBooks-certified bookkeeper will bring your existing financials up-to-date to get you started with a clean slate. Next, you’ll get paired with an ongoing bookkeeper who will take the lead on maintaining your books.1
Enjoy virtual collaboration via video calls and get detailed reports, so you can stay on top of it all.
What to expect from Live Bookkeeping
Your online bookkeeper ensures your records are up to date and accurate each month.
Cleanup and setup
We’ll bring your past books up to date and get you up and running in QuickBooks
Ongoing bookkeeping
Leave the routine categorization and reconciliation to your expert.
Essential reports
Each month, your bookkeeper runs key reports to help inform your business decisions.
Tax-ready books
With accurate books, you can face tax time with confidence.**
Certified professional bookkeepers you can trust
Our experts 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.
Bookkeepers you can trust
Our bookkeepers average 10 years of experience working with small businesses across a wide array of industries.2
Thousands of businesses use QuickBooks Live Bookkeeping1
The most helpful service that QuickBooks Live has provided is having accurate, up-to-date information. Prior to QuickBooks Live, we were always running on the backlog.
Having the confidence to know that I’m categorizing things in the right place, doing bank reconciliations correctly, and properly inputting sales is all really helpful for stress levels.
The most helpful service that QuickBooks Live has provided is having accurate, up-to-date- information. Prior to QuickBooks Live, we were always running on the backlog.
Christopher Luna,
Raquel’s Candy N’ Confections
Thank you
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Frequently Asked Questions
Yes! QuickBooks Live Bookkeeping is an online bookkeeping service that connects small businesses with trusted, QuickBooks-certified virtual bookkeepers. Your bookkeeper takes the lead on your everyday bookkeeping and runs essential reports so you can focus on your business.
For most customers, the onboarding and cleanup process takes one to three months. The amount of time required to complete cleanup is dependent on the time it takes you to submit all of the requested documentation, which can include but not limited to bank statements and prior year tax forms. A Live Bookkeeper cannot begin cleaning up your past books until they receive required supporting documentation.
For customers who subscribe after April 1, QuickBooks Live is unable to complete cleanup bookkeeping services before the May tax deadlines**. If your books have a time sensitive tax filing deadline and need to be cleaned up, you may consult a QuickBooks ProAdvisor for help cleaning up your books.
We encourage you to evaluate each QuickBooks Certified ProAdvisor thoroughly to ensure they are the right fit for your business. A ProAdvisor is a QuickBooks-certified independent accounting professional. We have not evaluated their profiles or experience for accuracy.
Full-Service Bookkeeping includes three service phases: cleanup/setup, ongoing bookkeeping, and month-end close.
- 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.
- At the end of each month, your bookkeeper closes your books and confirms they’re accurate by preparing a trial balance. They then send you PDF copies of key financial reports, including your profit and loss statement and balance sheet.
Full-Service Bookkeeping doesn’t include sending invoices, paying bills, or management of inventory, accounts receivable, or accounts payable. The service doesn’t include financial advisory services, tax advice, facilitating the filing of income or sales tax returns, creating or sending 1099s, or management of payroll. QuickBooks Online offers Full Service Payroll for an additional cost.
Yes! You can subscribe to QuickBooks Live Bookkeeping by signing in to your QuickBooks Online account or by calling sales. For pricing and subscription details, see: Important offers, pricing details, and disclaimers below.
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 month-end 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.
No, Full-Service Bookkeeping is a month-to-month service and you can cancel any time.
Yes! QuickBooks Live Bookkeeping is an online bookkeeping service that connects small businesses with trusted, QuickBooks-certified virtual bookkeepers. Your bookkeeper takes the lead on your everyday bookkeeping and runs essential reports so you can focus on your business.
For most customers, the onboarding and cleanup process takes one to three months. The amount of time required to complete cleanup is dependent on the time it takes you to submit all of the requested documentation, which can include but not limited to bank statements and prior year tax forms. A Live Bookkeeper cannot begin cleaning up your past books until they receive required supporting documentation.
If your books have a time sensitive tax filing deadline and need to be cleaned up as quickly as possible, you may want to consult a QuickBooks ProAdvisor for help cleaning up your books. We encourage you to evaluate each QuickBooks Certified ProAdvisor thoroughly to ensure they are the right fit for your business. A ProAdvisor is a QuickBooks-certified independent accounting professional. We have not evaluated their profiles or experience for accuracy.
Full-Service Bookkeeping includes three service phases: cleanup/setup, ongoing bookkeeping, and closed books.
- 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.
- As part of ongoing bookkeeping, your bookkeeper categorizes your transactions and reconciles your accounts.
- Once that is completed, your bookkeeper closes your books and confirms they’re accurate by preparing a trial balance. They then send you PDF copies of key financial reports, including your profit and loss statement and balance sheet.
Full-Service Bookkeeping doesn’t include sending invoices, paying bills, or management of inventory, accounts receivable, or accounts payable. The service doesn’t include financial advisory services, tax advice, facilitating the filing of income or sales tax returns, creating or sending 1099s, or management of payroll. QuickBooks Online offers Full Service Payroll for an additional cost.
Yes! You can subscribe to QuickBooks Live Bookkeeping by signing in to your QuickBooks Online account or by calling sales. For pricing and subscription details, see: Important offers, pricing details, and disclaimers below.
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.
No, there’s no contract or commitment. You’re free to switch plans or cancel any time.
Guarantee
100% 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 audit 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 Bookkeeping monthly pricing tiers: Live Bookkeeping is available to QuickBooks Online subscribers and is sold separately. The first month of service for cleanup and onboarding is $500. After the first month, 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 $0-25,000 per month, the monthly price for QuickBooks Live is $200.
- If your monthly average is $25,001-150,000, the monthly price for QuickBooks Live is $400.
- If your monthly average is $150,001 or more, the monthly price for QuickBooks Live is $600.
QuickBook Live monthly bookkeeping services: During the first month, a Live Bookkeeper provides cleanup services that start from the date of your last business tax return through the end of the calendar month of 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.
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 of first sign-up to Live Bookkeeping.
#Claims
1. 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.
2. Bookkeeper experience: Based on the average years of bookkeeping experience for all Live Bookkeepers as of 5/20/20.
3. Thousands of businesses: Based on number of subscribers to QuickBooks Live Full-Service Bookkeeping as of May, 2020.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Guarantee
100% 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 Bookkeeping monthly pricing tiers: Live Bookkeeping is available to QuickBooks Online subscribers and is sold separately. The first month of service for cleanup and onboarding is $500. After the first month, 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 $0-25,000 per month, the monthly price for QuickBooks Live is $200.
- If your monthly average is $25,001-150,000, the monthly price for QuickBooks Live is $400.
- If your monthly average is $150,001 or more, the monthly price for QuickBooks Live is $600.
QuickBook Live monthly bookkeeping services: During the first month, a Live Bookkeeper provides cleanup services that start from the date of your last business tax return through the end of the calendar month of 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 Setup: The QuickBooks Live Bookkeeping Setup is a one-time virtual session with a Live Bookkeeper. It’s available to new QuickBooks Online subscribers who are within the first 60 days of their subscription. The QuickBooks Live Bookkeeping 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 Bookkeeping Setup does not include Payroll setup or services. Your bookkeeper will only guide the process of setting up a QuickBooks Online account. The QuickBooks Live Bookkeeping Setup is refundable prior to your appointment taking place. Once you complete the appointment, you won’t be eligible for a refund.
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 for 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 of first sign-up to Live Bookkeeping.
#Claims
1. 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.
2. Bookkeeper experience: Based on the average years of bookkeeping experience for all Live Bookkeepers as of 5/20/20.
3. Thousands of businesses: Based on number of subscribers to QuickBooks Live Full-Service Bookkeeping as of May, 2020.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.
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