Learn about the QuickBooks Live Bookkeeping service

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.

You’re our first priority.Every time.

Though these experts can’t give you specific bookkeeping advice, they can answer your questions about QuickBooks or connect you to the right resources for bookkeeping help. If you’ve signed up for QuickBooks Live Bookkeeping, you can meet with your bookkeeper at regular monthly appointments. Then, throughout the month, you can stay in touch through the Document and Request Center, or get help with QuickBooks what is depreciation in accounting from a product expert.

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.

Thousands of businesses use QuickBooks Live1

For more information about Expert Assisted, refer to the QuickBooks Terms of Service. During your first appointment, your bookkeeper gives you a quick tour of QuickBooks Live Bookkeeping and helps you set up your chart of accounts, connect your banks, and upload your documents. Once they have all the required information, they’ll start cleanup, which include categorizing transactions and reconciling accounts. Cleanup takes about 30 days from the time they receive everything they need from you.

1. Each month, your bookkeeper categorizes your transactions and reconciles your accounts.
2. Live Bookkeeping Messaging connects you to a QuickBooks product expert.
3. Use the QuickBooks Live Bookkeeping service to make sure your books are up-to-date, accurate, and ready for tax time.
4. A QuickBooks Expert 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.

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 went. If you invoke the guarantee, QuickBooks will conduct a full n evaluation of the Live bookkeeper’s work.

How does QuickBooks Live Bookkeeping work?

We believe everyone should be able multi step income statement format examples 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.

Best Accounting and Bookkeeping Apps for Small Businesses

Next, your bookkeeper will take on the monthly management of your books. With QuickBooks Live Expert Full-Service Bookkeeping, a dedicated bookkeeper will get to know your business, bring your past books up to date, and do your book for you, start to finish. If your monthly average is $50,001 or more, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $700. If your monthly average is $10,001-50,000, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $500. If your monthly average is $0-10,000 per month, the monthly price for QuickBooks Live Expert Full-Service Bookkeeping is $300.

Connect one-on-one with experts so you can manage your books with ease. Answer a few questions about what’s important to internal rate of return irr your business and we’ll recommend the right fit.

A QuickBooks Expert 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.