QuickBooks and Intuit are a technology company, not a bank. Banking services provided by our partner, Green Dot Bank, Member FDIC.
*Offer terms
QuickBooks discount: Discount available for the monthly price of the QuickBooks Products is for the first 3 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.
Offer terms: 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. This offer can’t be combined with any other QuickBooks offers. Offer only available for a limited time and to new QuickBooks customers. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Cancellation: To cancel your QuickBooks Products subscription at any time go to Account & Settings in QuickBooks and select “Cancel.” Your QuickBooks Online cancellation will become effective at the end of the monthly billing period. The QuickBooks Online Payroll subscription will terminate immediately upon cancellation. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period.
QuickBooks Live Bookkeeping Guided Setup: The QuickBooks Live Bookkeeping Guided Setup is a one-time virtual session with a QuickBooks expert. It’s available to new QuickBooks Online monthly subscribers who are within the first 30 days of their subscription. The QuickBooks Live Bookkeeping Guided Setup service includes: providing the customer with instructions on how to set up chart of accounts; customized invoices and setup reminders; connecting bank accounts and credit cards. The QuickBooks Live Bookkeeping Guided Setup is not available for QuickBooks trial, and does not include desktop migration, Payroll setup or services. Your expert will only guide the process of setting up a QuickBooks Online account. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Additional Payroll offer terms: Each employee is an additional $5/month for Core, $8/month for Premium, and $10/month for Elite. Contractor payments via direct deposit are $5/month for Core, $8/month for Premium, and $10/month for Elite. The service includes 1 state filing. If you file taxes in more than one state, each additional state is $12/month for only Core and Premium. There is no additional charge for additional state tax filings in Elite. The discounts do not apply to additional employees and state tax filing fees.
Money movement services are brought to you by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services, subject to eligibility criteria, credit and application approval.
Cancellation policy: There's no contract or commitment. You're free to switch plans or cancel any time.
**Features
QuickBooks Online features
Automated 1099 e-file & delivery: Prepare your 1099s in QuickBooks at no extra charge. If you choose the 1099 E-File Service, Intuit will e-file your Federal 1099 information with the IRS, and then print and mail a copy directly to your contractors; fees apply. As part of the paid 1099 E-File Service, we also give your contractors online access to their 1099s. State filing not included. You should check with your state agency on any state filing requirements.
QuickBooks Online mobile app: QuickBooks Online mobile companion app works 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 app integration: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees. For more information see apps.com.
QuickBooks Live Full-Service Monthly Bookkeeping services
After signup, a Live Bookkeeper provides cleanup services that start from the date of your last business tax return or business incorporation date (if more recent) through the end of the calendar month before first sign-up to Live Bookkeeping. The services provided during the first month are as follows, as applicable: update bookkeeping based on information you provide; connect bank and credit cards; categorize and update transactions up until the last tax-filing date; reconcile bank and credit card accounts with past statements, as provided by you; reconcile remaining balance sheet accounts; and run a summary report of work completed, balance sheet, and profit loss statement of YTD for cleanup period(s).
A Live Bookkeeper 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.
During each subsequent month, ongoing Live Bookkeeping services include: an overview of the main features of QBO; setup of customers and vendors; assistance with reports and reporting tools; setup of chart of accounts; assistance with bank connections, expense type classification, categorization, and reconciliation based on information you provide; importing of historical data; and ongoing assistance with bookkeeping practices). Some basic bookkeeping services may not be included and will be determined by your Live Bookkeeper. The Live Bookkeeper will provide help based on the information you provide. For more information about services provided by Live Bookkeeping, refer to the QuickBooks Terms of Service.
QuickBooks Payroll features
HR services: HR support is provided by experts at Mineral, Inc. Requires acceptance of Mineral’s Privacy Policy and Terms of Service . HR support center is available only to QuickBooks Online Premium and Elite subscriptions. HR advisor support is only available in QuickBooks Online Payroll Elite. HR support is not available to accountants who are calling on behalf of their clients.
Automated tax payments and filings: Automated tax payments and filing available for state and federal taxes. Enrollment in e-services is required for tax payments and filings only. Automated tax payments and filings for local taxes available in QuickBooks Online Payroll Premium and Elite only.
Automated 1099 e-file & delivery: Prepare your 1099s in QuickBooks at no extra charge. If you choose the 1099 E-File Service, Intuit will e-file your Federal 1099 information with the IRS, and then print and mail a copy directly to your contractors; fees apply. As part of the paid 1099 E-File Service, we also give your contractors online access to their 1099s. State filing not included. You should check with your state agency on any state filing requirements.
Health benefits: Powered by SimplyInsured and requires acceptance of SimplyInsured’s Privacy Policy and Terms of Use . Additional fees will apply. SimplyInsured does not offer insurance in HI, VT, and DC. Insurance coverage eligibility is not guaranteed, and depends solely on the rules of the insurance carrier. The insurance carrier has sole and final discretion as to the eligibility for health insurance products.
QuickBooks Time: Time tracking included in the QuickBooks Online Payroll Premium and Elite subscription services. Features vary. The QuickBooks Time mobile app works 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. 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 Contractor Payments features
Automated 1099 e-file & delivery: Prepare your 1099s in QuickBooks at no extra charge. If you choose the 1099 E-File Service, Intuit will e-file your Federal 1099 information with the IRS, and then print and mail a copy directly to your contractors; fees apply. As part of the paid 1099 E-File Service, we also give your contractors online access to their 1099s. State filing not included. You should check with your state agency on any state filing requirements.
QuickBooks Time features
Track project progress: Available in QuickBooks Time Elite only.
Project activity feed: Available in QuickBooks Time Elite only.
Project estimates vs actuals reporting: Available in QuickBooks Time Elite only.
QuickBooks Enterprise features
Advanced Reporting is included in all QuickBooks Desktop Enterprise subscriptions. Requires an internet connection.
Advanced Pricing / Control , customize, and automate pricing is included in the Platinum and Diamond subscriptions only. Requires an internet connection.
Advanced Inventory is included in the Platinum and Diamond subscriptions only. Requires an internet connection.
Built-in Payroll and Time Tracking: Additional terms, conditions, and fees may apply.
**Product Information
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 Onlinechart 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 Money: QuickBooks Money is a standalone Intuit offering that includes QuickBooks Payments and QuickBooks Checking. Intuit accounts are subject to eligibility criteria, credit, and application approval. Banking services provided by and the QuickBooks Visa® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to license from Visa U.S.A., Inc. Visa is a registered trademark of Visa International Service Association. QuickBooks Checking Deposit Account Agreement applies. Banking services and debit card opening are subject to identity verification and approval by Green Dot Bank. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
QuickBooks ProAdvisor: Subject to the ProAdvisor Program terms .
QuickBooks Online Accountant: Additional terms, conditions, and fees apply.
2024 QuickBooks Desktop product: Our policy on "Discontinuation and End of Software Support" has changed. Our 2024 ProAdvisor bundles will include support until May 31, 2025, or for the latest version available during the term of your active subscription. For more details, see section 13.1.2. of the 2024 End User License Agreement .
#Claims
1 Payroll Cost Savings: Based on a survey of 1,408 customers in the U.S. in August 2021. On average, businesses that report gross payroll costs savings save 4.00%.
Guarantee
Accurate Books Guarantee: If your QuickBooks Live Bookkeeper for QuickBooks Live Monthly Bookkeeping makes an error that requires you to re-open your books for any month, we will correct the error in your books for the month that the error occurred at no additional charge. See full details at quickbooks.com/live.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.
