A low-cost solution for your ledger clients

QuickBooks Ledger is a new QuickBooks Online plan designed exclusively for accounting & bookkeeping professionals. Ledger is ideal for basic small business clients, who don't require invoice, estimate or receipt capture tools. Submit VAT & Corporation Tax, prepare Self Assessment, and get Income Tax estimates.

Features included:

• QBOA accountant users and 1 optional business/client user (Primary Admin)
• Custom chart of accounts
• Automated transactions through bank & credit card connections
• Ability to upload documents (i.e., CSV files with transactions)
• Ability to manually enter transactions or journal entries
• Bank rules
• Recurring transactions
• Basic reports & financial statements*, including balance sheet, income statement (profit & loss), general ledger, and trial balance
• Automated reconciliation of bank transactions (Books Review)
• Seamless transition to year-end workflows and tax preparation (Prep for Taxes)
• Prepare for Self Assessment
• Get Income Tax estimates
• Submit VAT returns
• Third-party app connections*

*Any reports or third-party apps for invoicing, estimates, payments, managing or paying bills, budgets and tracking, projects, inventory, or other features that are not included will not be serviceable in QuickBooks Ledger.

QuickBooks Ledger subscriptions will be billed to your firm at £3 per month per subscription, which is the exclusive pricing for accounting & bookkeeping professionals.

Ledger is ideal for basic small business clients, who don't require invoice, estimate or receipt capture tools. Submit VAT & Corporation Tax, prepare Self Assessment, and get Income Tax estimates.

You can add your clients to QuickBooks Ledger through your QuickBooks Online Accountant (QBOA) account. If you need to add 20 or more Ledger subscriptions, our Accountant Sales team is also available to help.

No. QuickBooks Ledger is only available to accounting & bookkeeping professionals with an active QuickBooks Online Accountant subscription, which means that your clients can’t sign up on their own.

Yes. You need to provide access for your client to connect their bank feeds. To do this, you must ensure you do not occupy the Primary Admin business user role. Ledger clients have limited access, meaning they only have access to connect bank feeds, and to review their transactions, or view their reports.

During the “Add Client” process, make sure you do not select the “Make me the primary admin” checkbox. By default, your client is the primary admin when they first sign in to QuickBooks. You’ll be the primary admin until their first login.

Don’t worry, even if your client is the primary admin, you’ll still get the billing notifications and your client won’t be able to access your billing information. You’ll also remain on their Ledger subscription as one of the QuickBooks Online Accountant (QBOA) admin users.

If you’ve taken the primary admin role for the Ledger file, you’ll need to contact Support and submit a Primary Admin Change Request to transfer the permissions to your client. You will still have full access as one of the QBOA admin users.

Yes. Since QuickBooks Ledger is a QuickBooks Online plan, you can upgrade your clients to QuickBooks Online Simple Start, Essentials, Plus, and Advanced depending on what they need to manage their business.

Downgrading from other QuickBooks Online subscriptions into QuickBooks Ledger is currently restricted and you can only set up new clients/companies on Ledger.