*Limited time offer terms

QuickBooks products: Offer available for QuickBooks Online and/or QuickBooks Online Payroll Core, Premium, or Elite (collectively, the “QuickBooks Products”). The offer includes either a free trial for 30 days (“Free Trial for 30 Days”) or a discount for 3 months of service (“Discount”) (collectively, the “QuickBooks Offer”). QuickBooks Live Bookkeeping is not included in the QuickBooks Offer.

Free trial for 30 days: First thirty (30) days of subscription to the QuickBooks Products, starting from the date of enrollment is free. To continue using the QuickBooks Products after your 30-day trial, you’ll be asked to present a valid credit card for authorization. Thereafter, you’ll be charged on a monthly basis at the then-current fee for the service(s) you’ve selected until you cancel. To be eligible for this offer you must sign up for the free trial plan using the “Try it free” option.

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.

Offer terms: Your account will automatically be charged on a monthly basis until you cancel. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. This offer can’t be combined with any other QuickBooks offers. Offer only available for a limited time and to new QuickBooks customers.

Cancellation: To cancel your QuickBooks Products subscription at any time go to Account & Settings in QuickBooks and select “Cancel.” Your QuickBooks Online cancellation will become effective at the end of the monthly billing period. The QuickBooks Online Payroll subscription will terminate immediately upon cancellation. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period.

QuickBooks Online Payroll terms: Each employee is an additional $4/month for Core, $8/month for Premium, and $10/month for Elite. Contractor payments via direct deposit are $4/month for Core, $8/month for Premium, and $10/month for Elite. Service optimized for up to 50 employees or contractors and capped at 150. The service includes 1 state filing. If you file taxes in more than one state, each additional state is $12/month for only Core and Premium. There is no additional charge for additional state tax filings in Elite. The discounts do not apply to additional employees and state tax filing fees.

QuickBooks Live Full Service Bookkeeping Pricing & Subscription 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 Live Bookkeeping is $200. 
• If your monthly average is $25,001-150,000, the monthly price for Live Bookkeeping is $400. 
• If your monthly average is $150,001 or more, the monthly price for Live Bookkeeping 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: QuickBooks Live Bookkeeping Setup is a one-time virtual session with a Live Bookkeeper. Available to new QuickBooks Online subscribers who are within their first 60 days of their subscription. The QuickBooks Live Setup services includes providing the customer with instructions on how to set up chart of accounts, customize invoices, setup reminders, and connect bank accounts and credit cards. QuickBooks Live Setup does not include Payroll setup or services. Your bookkeeper will only guide the customer through setup of a QuickBooks Online account. QuickBooks Live Setup is refundable prior to your appointment taking place. Once you complete your Setup appointment, you will not be eligible for a refund.

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.

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.

Claims



1. Based on survey of small businesses using QuickBooks Online conducted September 2018



2. Based off of tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow

**Features

QuickBooks Online Advanced – Batch Invoicing and Create Invoices 37% Faster claim: Based off of tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow. QuickBooks Online Advanced supports the upload of 1,000 transaction lines for invoices at one time. Number of invoices imported depends on the number of transaction lines in the .CSV file. Customers received remuneration for participating in the tests.

QuickBooks Online Advanced – Fathom reporting: QuickBooks Online Advanced includes one license of Smart Reporting powered by Fathom at no additional charge. Fathom supports up to 3,000 active or inactive accounts in the QuickBooks Online chart of accounts, and up to 20 classes for the importing, reporting, and analysis of QuickBooks data. More information here. Fathom terms and conditions. Fathom privacy policy. Fathom support.Additional Fathom licenses can be purchased at $39 per month, as of 1/23/2019.

QuickBooks Online Advanced – Priority Circle: Membership in Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise or QuickBooks Online Advanced. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Phone and messaging Premium support is available 24/7. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.

Tax Penalty Protection If you receive a tax notice and send it to us within 15-days of the tax notice we will cover the payroll tax penalty, up to $25,000. Additional conditions and restrictions apply. See more information about the guarantee here:

Expert support: For hours of support and how to contact support, click here.

Integration with apps you already use: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees.

Instant Deposit at no extra cost: Includes use of Instant Deposit without the additional cost. Instant Deposit is an additional service offered by QuickBooks Payments subject to eligibility criteria. Standard rates apply for ACH, swiped, invoiced, and keyed card transactions. Deposits are sent to the bank account linked to your QuickBooks Debit Card in up to 30 minutes. Deposit times may vary for third party delays.

Cash flow planner: Cash flow planning is provided as a courtesy for informational purposes only. Actual results may vary.

**Product information

System requirements: QuickBooks Online works with the following Windows 7 and 8, Mac OS X 10.8 (Mountain Lion), 10.9 (Mavericks), 10.10 (Yosemite), or Chromebooks, Internet connection required (high-speed connection recommended), Supported browsers: Chrome 41 or later, Firefox 36 or later, Internet Explorer 10 or later, Safari 6.2 or later. Also accessible via mobile browsers: Android, Chrome (Android and iOS) and Safari.

QuickBooks Online and QuickBooks Self-Employed mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.

QuickBooks Online Advanced usage limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. Simple Start, Essentials and Plus allow up to 250 accounts. QuickBooks Online Advanced includes unlimited Tracked Classes and Locations. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations. Tracked Classes and Locations are not available in Simple Start and Essentials.

Cancellation policy: There’s no contract or commitment. You’re free to switch plans or cancel any time.

Customer support: For hours of support and how to contact support, click here.

QuickBooks Cash Account opening is subject to identity verification and approval by Green Dot Bank.

QuickBooks and Intuit are a technology company, not a bank. Banking services provided by our partner, Green Dot Bank.

QuickBooks Payments and QuickBooks Cash accounts: Users must apply for both QuickBooks Payments and QuickBooks Cash accounts when bundled. QuickBooks Payments’ Merchant Agreement and QuickBooks Cash account’s Deposit Account Agreement apply.

QuickBooks Cash account: Banking services provided by and the QuickBooks Visa® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to license from Visa U.S.A., Inc. Green Dot Bank operates under the following registered trade names: GoBank, GO2bank and Bonneville Bank. Registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits. Green Dot is a registered trademark of Green Dot Corporation. ©2021 Green Dot Corporation. All rights reserved. QuickBooks products and services, including Instant Deposit, QuickBooks Payments, Cash flow planning / forecasting are not provided by Green Dot Bank.

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

FOR NEW QUICKBOOKS CUSTOMERS WHO TAKE ADVANTAGE OF THE 50% OFF FOR THE FIRST 12 MONTHS FOR QUICKBOOKS ONLINE ADVANCED BULK SUBSCRIPTION OFFER – Limited Time Only

50% off the monthly or annual list price of each QuickBooks Online Advanced (“QBO Advanced”) subscription for the first 12 months of service starting from the date of enrollment, followed by the then-current list price for the service. You must purchase at a minimum two (2) new QBO Advanced subscriptions at the same time and both subscriptions must remain active during the entire duration of the discount period to receive the discount. Advanced subscriptions purchased at a later time will be charged the then-current price. Your account will automatically be charged on a monthly basis until you cancel. To be eligible for this offer you must be a new QBO Advanced customer and sign up for the monthly or annual plan by calling [877-877-9185] during the promotional period. Offer is available for a limited time only. This offer cannot be combined with any other Intuit offer. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. To cancel your subscription at any time go to Account & Settings in QBO and select “Cancel.” When you cancel, all future annual or monthly subscription charges will be discontinued. You may cancel at any time. Your cancellation will become effective at the end of the monthly or annual billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period.

QBO Advanced requires a persistent internet connection (a high-speed connection is recommended) and a computer with a supported Internet browser or a mobile phone with a supported operating system (see System Requirements). Network fees may apply. Subscriptions will be charged to your credit card through your account.