Guarantees

Accurate Books Guarantee: Accurate Books Guarantee is only available for active customers of QuickBooks Live Expert Full-Service Bookkeeping who have provided their current business tax return. 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 a full n 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.

Limited time offer terms

Discount: Discount applied to the monthly price for the QuickBooks Products is for the first 3 months of service, starting from the date of enrollment, followed by the then-current monthly list price. To be eligible for this offer you must be a new QuickBooks customer and sign up for the monthly plan using the “Buy Now” option.

**Product information

QuickBooks Live Expert Full-Service Monthly Bookkeeping pricing tiers: Live bookkeeping is available to QuickBooks Online subscribers and is sold separately. QuickBooks Live Expert Cleanup is required for Live Expert Full-Service Bookkeeping. Cleanup fee is customized based on signup month, tax filing status, and business start date. Your monthly price is based on a calculation of your business's average monthly expenses over the last three months. Subscription pricing will be reassessed periodically at Intuit's sole discretion with 30 days written notice. Currently:

If your monthly average is $0-10,000 per month, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $300. 

 If your monthly average is $10,001-50,000, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $500. 

 If your monthly average is $50,001 or more, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $700.

QuickBooks Live Expert Full-Service 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 Expert Full-Service 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 Expert Full-Service 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 Expert Full-Service Bookkeeping, refer to the QuickBooks Terms of Service. 

​​QuickBooks Live Expert Cleanup service (“Cleanup Service”) is only available during the current supported tax filing year. After purchase, Cleanup Service requires (1) an onboarding call within the first 60 days to start the process; and (2) your timely delivery of all requested supporting documentation within the first 120 days. Onboarding calls not completed within 60 days of your purchase may result in Cleanup Service being canceled. Cleanup Service is performed on the documentation you timely deliver. Additional information that is requested but not provided impacts the Cleanup service process and may result in unreconciled accounts or uncategorized expenses.

Tax-ready books: Live Expert Full-Service 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 Expert 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 Expert Full-Service Bookkeeping.

Tax resource support: QuickBooks Live Expert Assisted bookkeepers can help answer common tax questions related to regulations, deadlines, deduction, and payments. They cannot provide individualized tax guidance or advice specific to your business, nor will they prepare your federal and state tax returns.  

QuickBooks Live Tax, powered by TurboTax, is an integrated service with QuickBooks Online. Actual prices are determined at the point of print or e-file and are subject to change. Additional terms, conditions and limitations apply; fees may apply. For more information about the services provided by QuickBooks Live Tax, refer to the QuickBooks Terms of Service and TurboTax Terms of Service. For guarantee information, see: https://turbotax.intuit.com/corp/guarantees/