Contact your QuickBooks Live Bookkeeper

Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup difference between depreciation and amortization with comparison chart may take longer depending on timeliness of documentation and the complexity of your books. Expert Assisted is a monthly subscription service that requires a QBO subscription and provides expert help to answer your questions related to the books that you maintain full ownership and control.

Schedule and manage appointments with your bookkeeper

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. You’ll still need to manage tasks for your business like sending invoices, paying bills, and managing inventory, accounts receivable, and accounts payable. Next, your bookkeeper will take on the monthly management of your books. If you invoke the guarantee, QuickBooks will conduct a full n evaluation of the Live Bookkeeper’s work. Whether you need help with your bookkeeping, getting ready for tax time, or need coaching, our team of experts is here to help.

Focus on your business

See cost benefits analysis for projects articles customized for your product and join our large community of QuickBooks users. Hand off your books to a Live bookkeeper and get back to what you do best. By accessing and using this page you agree to the Website Terms of Service.

1. Live Expert Full-Service Bookkeeping doesn’t include sending invoices, paying bills, or management of inventory, accounts receivable, or accounts payable.
2. You’re limited to one scheduled appointment at a time and appointments have to work within your bookkeeper’s schedule.
3. Should an error be found, QuickBooks will reopen the books for that month and fix the error with no extra charge.

Proven expertise

Then, throughout the month, you can stay in touch through the Document and Request Center, or get help with QuickBooks from a product expert. Here’s how to connect with your bookkeeper or a QuickBooks product expert so you can get the help you need. When you sign up for QuickBooks Live Bookkeeping, you are connected with a QuickBooks ProAdvisor, which is a bookkeeper certified by QuickBooks.

Between monthly meetings, you and your bookkeeper can communicate through comments in the Document and Request Center. You’ll get an email notification when your bookkeeper leaves a new comment on a request. You are partnered with a dedicated bookkeeping team you can communicate with regularly, they do all your bookkeeping for you, and you are presented with tax-ready financial statements. Pricing is based on the average of your monthly expenses over a three-month period. We believe everyone should be able to make financial decisions with confidence.

If you have at least 2 months of data in QuickBooks, adp run pricing demo reviews features there’s a flat fee for cleanup and setup for the first month of service. After the first month, pricing for QuickBooks Live Bookkeeping is based on your company’s average expenses in QuickBooks. Every three months, QuickBooks Live Bookkeeping automatically adjusts to the needs of your business by reevaluating your average expenses and pricing tier. Each month, your bookkeeper will request information about your bank accounts, transaction details, and financial records like account statements.

QuickBooks Online offers Expert Full Service Payroll for an additional cost. Throughout your engagement with QuickBooks Live Bookkeeping, your bookkeeper will manage your books for you and provide you with month-end reports. They will also help you with ongoing, basic bookkeeping and QuickBooks questions, like how to use QuickBooks’ reporting features, assistance with bank connections, and setting up customers and vendors. Your QuickBooks Live Bookkeeper will not send invoices, pay bills, manage your inventory, or provide tax or financial advisory services. Live Expert Assisted doesn’t include cleanup of your books or a dedicated bookkeeper reconciling your accounts and maintaining your books for you. Live Expert Assisted also doesn’t include any financial advisory services, tax advice, facilitating the filing of income or sales tax returns, creating or sending 1099s, or management of payroll.

QuickBooks Live Bookkeeping Review 2024

Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our website or click to take an action on their website. The team of QuickBooks Live Bookkeepers includes professionals from many industries. When you sign up for Live Bookkeeping, we match you to a bookkeeper with experience in your industry. Yes, you’re free to switch QuickBooks Online plans or cancel at any time. Typical cleanup is complete within 30 days after receiving all necessary documentation.

QuickBooks Live Bookkeeping is real-time, live bookkeeping support from a QuickBooks-certified bookkeeper (also known as a QuickBooks ProAdvisor). QuickBooks Live, Decimal and Ignite Spot Accounting are three competitors that offer subscription bookkeeping services. All three boast a dedicated team to ensure that your bookkeeper learns about your business and what makes it tick. 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.

QuickBooks Live Bookkeeping is a comprehensive bookkeeping service that businesses can contract with to maintain their books, properly categorize expenses and perform reporting. With the subscription, the small business is connected with a dedicated bookkeeper who is available to work on the account virtually. There is a cleanup fee to get started and get your books in order, and then pricing drops to the monthly fee of $200 to $400. Read our comprehensive QuickBooks Live Bookkeeping review to decide if this popular managed service is right for your business.