Meet the QuickBooks Live Virtual Bookkeepers

qb live bookkeeping

Established businesses will start their engagement with QuickBooks Live Bookkeeping’s cleanup services. This step ensures your books are accurate and up to date when your ongoing monthly bookkeeping service commences. Live Expert Full-Service Bookkeeping doesn’t include sending invoices, paying bills, or management of inventory, accounts receivable, or accounts payable. 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.

With Live Expert Assisted, you’ll still be managing your own books. You can request a callback anytime when you need a little extra help. Connect one-on-one with experts so you can manage your books with ease. Answer a few questions about what’s important to your business and we’ll recommend the right fit.

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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. 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. We can set up financial reports for your review to streamline your business and save you valuable time.

Trusted experts. Added peace of mind.

You can cancel your QuickBooks Live plan or upgrade from Live Expert Assisted to Live Expert Full-Service Bookkeeping at anytime. To downgrade from Expert Full-Service Bookkeeping, you may need to wait until the end of your current subscription billing period. As part of ongoing bookkeeping, your bookkeeper categorizes your transactions and reconciles your accounts each month. When you sign up for QuickBooks Live Bookkeeping, you are connected with a QuickBooks ProAdvisor, which is a bookkeeper certified by QuickBooks.

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 what is a purchase order definition and meaning sending 1099s, or management of payroll. Throughout your engagement with QuickBooks Live Bookkeeping, your bookkeeper will manage your books for you and provide you with month-end reports.

qb live bookkeeping

How does QuickBooks Live Bookkeeping work?

QuickBooks Live Bookkeeping is real-time, live bookkeeping support from a QuickBooks-certified bookkeeper (also known as a QuickBooks ProAdvisor). QuickBooks Live Bookkeeping offers online bookkeeping services that connect small businesses with trusted, QuickBooks-certified virtual bookkeepers. Depending on the service you choose, a bookkeeper can give you guidance or take the lead on your bookkeeping.

  1. As part of ongoing bookkeeping, your bookkeeper categorizes your transactions and reconciles your accounts each month.
  2. We find that this enables us to train you on parts of the software you should be using and ignoring parts that are not relevant to your business.
  3. 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.

Prioritize your business. We’ll prioritize your books.

You get full value out of this software by having a well done setup and implementation activities. Units Consulting Ltd., QuickBooks Certified ProAdvisor, offers software installation and account setup in Ukraine. We are experts in defining the ideal Chart of Accounts and can ensure accordance to industry best practices and Ukrainian accounting rules.

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