QuickBooks Live Full Service Bookkeeping Pricing & Subscription Information

Tax ready books: QuickBooks Live does not 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. QuickBooks Live Cleanup services are from the date of your last business tax return through the end of the calendar month of first sign-up to QuickBooks Live Bookkeeping.

For new QuickBooks Online customers: QuickBooks Live Bookkeeping is available in three different pricing tiers, dependent on your average monthly business expenses. Unless you cancel, you will be charged monthly at the then-current fee based on your business’s average monthly expenses from the prior 3 consecutive months. 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 QLive Bookkeeping is $200; if your monthly average is $25,001-150,000, the monthly price for Live Bookkeeping is $400; and if your monthly average is $150,001 or more, the monthly price for Live Bookkeeping is $600.

QuickBooks Live Bookkeeping services include an overview of the main features of QuickBooks Online, customer and vendor setup, assistance with reports and reporting tools, chart of accounts setup, bank connections assistance, expense type classification, categorization, and reconciliation based on information provided by you, historical data import, and ongoing assistance with bookkeeping practices (QuickBooks Live Bookkeeping monthly services). For more information, please refer to the QuickBooks Terms of Service.

For existing QuickBooks Online customers: The first month of service for Cleanup and onboarding is $500. After the first month, unless you cancel, you will be charged monthly at the then-current fee, which is based on your business’s average monthly expenses from the prior 3 consecutive months. 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; and if your monthly average is $150,001 or more, the monthly price for Live Bookkeeping is $600.

During the first month, cleanup services start from the date of your last business tax return through the end of the calendar month of first sign-up to QuickBooks Live Bookkeeping. The services provided during the first month are based on documents you provide, and include the following: updated bookkeeping; bank and credit card connection; categorization and updating of transactions up to the last tax filing date; reconciliation of bank and credit card accounts with past statements; reconciliation of remaining balance sheet accounts; and a summary report of work completed, balance sheet, and profit loss statement of YTD of cleanup period(s).

During each subsequent month, QuickBooks Live Bookkeeping monthly services will be performed, as described above.

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.

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.

**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.

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

QuickBooks Online 50% off for 12 months offer:

50% off the monthly price for QuickBooks Online (“QBO”) is for the first 12 months of service, starting from the date of enrollment, followed by the then-current monthly price. 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. To be eligible for this offer you must be a new QBO customer and sign up for the monthly plan using the “Buy Now” option. This offer can’t be combined with any other QuickBooks offers. Offer available for a limited time only. To cancel your subscription at any time go to Account & Settings in QBO and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Offer cannot be combined with any other Intuit offer. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

Availability:  

QuickBooks Online & QuickBooks Self-Employed require a computer with a supported internet browser (see QuickBooks Online System Requirements for a list of supported browsers) and an internet connection (a high-speed connection is recommended).

Mobile access:  

The QuickBooks Online mobile & QuickBooks Self-Employed mobile companion apps work with iPhone®, iPad®, and AndroidTM phones and tablets. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. QuickBooks Self-Employed mobile access is an additional fee.

Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. Availability may be subject to your mobile carrier’s coverage area. Product registration required.

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.