Written by Cleanup typically takes 30 days once you upload your required docs. Feel confident about your business and your books with QuickBooks experts by your side to help you succeed. You can make and view your appointments with your Live Bookkeeper directly from your QuickBooks Online mobile app. Answer a few questions about what matters to your business and we’ll recommend the right fit. Hand off your books to a Live bookkeeper and get back to what you do best.
Prioritize your business. We’ll prioritize your books.
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. 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. Throughout your engagement with QuickBooks Live Bookkeeping, your bookkeeper 257 budget categories to help you think of every expense 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.
You can contact your bookkeeper anytime to schedule a live video chat or to discuss questions or concerns about your bookkeeping. Ongoing communication is available at any time via document sharing and live chat, either with your bookkeeper or a member of your bookkeeper’s team. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research.
Get expert help as you do your books
Here’s how to connect with your bookkeeper or a QuickBooks product expert so you can get the help you need. Each month, your bookkeeper categorizes your transactions and reconciles your accounts. Categorizing transactions records each transaction under the right account so you have clear records of how much the business made and where the money break even analysis went. If you invoke the guarantee, QuickBooks will conduct a full n evaluation of the Live bookkeeper’s work.
We believe everyone should be able to make financial decisions with confidence. You’ll still need to manage tasks for your business like sending invoices, paying bills, and managing inventory, accounts receivable, and accounts payable. 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. 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.
Live Expert Full-Service Bookkeeping
They can also send PDF copies of key financial reports including your profit and loss statement and balance sheet. First, a bookkeeper reviews your chart of accounts and past transactions to bring your books up to date. With Live Expert Full-Service Bookkeeping we pair you with a dedicated bookkeeper who will bring your books up to date and then manage your monthly books for you, so you can focus on your business. With Live Expert Full-Service Bookkeeping, your dedicated bookkeeper will work with you to get to know your business, bring your past books up to date, and manage your bookkeeping for you, start to finish. Whether you need help with your bookkeeping, getting ready for tax time, or need coaching, our team of experts is here to help. Between monthly meetings, you and your bookkeeper can communicate through comments in the Document and Request Center.
- If you invoke the guarantee, QuickBooks will conduct a full n evaluation of the Live Bookkeeper’s work.
- You’ll also need to give them descriptions of any established capitalization or accounting policies for your business.
- Typical cleanup is complete within 30 days after receiving all necessary documentation.
- Between monthly meetings, you and your bookkeeper can communicate through comments in the Document and Request Center.
- Here’s how to connect with your bookkeeper or a QuickBooks product expert so you can get the help you need.
Get your books done right
Our partners cannot pay us to guarantee favorable reviews of their products or services. The team of Live bookkeepers includes professionals from almost all industries. During the onboarding process, we try to match you with a bookkeeper selling preferred stock who has experience in your industry. If that isn’t possible, we try to make sure that a member of the bookkeeping team has the experience necessary to handle industry-specific questions that you may have.
QuickBooks Live is an online bookkeeping service that connects small businesses with trusted, QuickBooks-certified virtual bookkeepers. Your bookkeeper takes the lead on your bookkeeping and runs essential reports so you can focus on your business. QuickBooks Live Bookkeeping can be more cost-effective than hiring an in-house bookkeeper or outsourcing your bookkeeping to an accounting or bookkeeping firm. There are no long-term contracts, so you can switch or cancel your service at any time without incurring fees. And, QuickBooks Live Bookkeeping comes with an “Accurate Books Guarantee” to cover any errors made by your Live Bookkeeper (some exceptions apply). When you sign up for QuickBooks Live Bookkeeping, you are connected with a QuickBooks ProAdvisor, which is a bookkeeper certified by QuickBooks.
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