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

LIVE EXPERT FULL-SERVICE BOOKKEEPING

Take bookkeeping off your plate

With QuickBooks Live Expert Full-Service Bookkeeping, a dedicated bookkeeper will get to know your business, bring your past books up to date, and do your book for you, start to finish.

Or call 1-800-365-9606

Get your books done right

More time each day

84% of customers agree QuickBooks Live Expert Full-Service 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

85% of customers agree QuickBooks Live Expert Full-Service Bookkeeping gives them peace of mind their books will be ready by tax time.³

How Live Expert Full-Service Bookkeeping works

Hand off your books to a Live bookkeeper and get back to what you do best.

First, a bookkeeper reviews your chart of accounts and past transactions to bring your books up to date.

Next, your bookkeeper will take on the monthly management of your books. Get updates, set up video calls, or send questions via messages.

Your bookkeeper can run detailed reports that give you a clear view of your business, so you have the info you need to make informed decisions and feel confident at tax time.

Put a Live bookkeeper in your corner today

Enjoy the peace of mind knowing your books are up-to-date. Get a QuickBooks-certified bookkeeper to manage and maintain your books.

Past financials brought up-to-date

Personalized setup with your bookkeeper

Updated profit & loss and balance sheet

Organized and up-to-date financials

Close your books for tax time

Detailed business reports

Convenient virtual support

Live Expert Full-Service Bookkeeping

$30

$9/mo

After month 1 cleanup fee

Important pricing details and product information

LIVE EXPERT ASSISTED

Get expert help as you do your books

Looking to do your own books and want help and guidance as you go? Live Expert Assisted could be right for you.

Learn more

Success is in their stories

“With QuickBooks Live, 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 Expert Full-Service Bookkeeping?

Live Expert 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 Expert Full-Service Bookkeeping?

Live Expert 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 Expert Full Service Payroll for an additional cost.

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

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 bookkeeper.

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

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: The QuickBooks Live Expert 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 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.

#Claims

1. Time savings: 84% of customers agree QuickBooks Live Bookkeeping saves them time to focus on growing their business.

2. Bookkeeper experience: QuickBooks Live Bookkeepers average over 10 years of bookkeeping experience as of July 2023. 

3. Tax time: QuickBooks Live Bookkeepers average over 10 years of bookkeeping experience as of July 2023.

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

Take bookkeeping off your plate

Get your books done right

More time each day

Proven expertise

Total peace of mind

How Live Expert Full-Service Bookkeeping works

Start with a clean slate

We’ll do the heavy lifting

Focus on your business

Put a Live bookkeeper in your corner today

Live Expert Full-Service Bookkeeping

Get expert help as you do your books

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.

Take bookkeeping off your plate

Get your books done right

More time each day

Proven expertise

Total peace of mind

How Live Expert Full-Service Bookkeeping works

Start with a clean slate

We’ll do the heavy lifting

Focus on your business

Put a Live bookkeeper in your corner today

Live Expert Full-Service Bookkeeping

Get expert help as you do your books

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.