With QuickBooks Live, you now have two options to help your firm free up capacity and scale internal staffing resources with much less effort, especially during busy times of year.** Our experts are certified in bookkeeping and QuickBooks Online, and have worked with clients across almost every industry.**

QuickBooks Live Expert Cleanup

You can use this one-time service any time your client’s books need to be cleaned up. Whether you’re onboarding a new client or need help getting existing clients ready for tax time, lean on our QuickBooks live experts who can help you increase capacity for books cleanup.**

QuickBooks-certified bookkeepers will:

• Clean up your client’s books with guaranteed accuracy by performing a one-time comprehensive correction and organization†
• Ensure accurate recording and classification by reviewing and categorizing your client’s transactions
• Confirm the quality of the bookkeeping work by evaluating it against our standards
• Generate and review a package of reports on your client’s business, including a profit and loss statement, balance sheet, trial balance, and general ledger

How does it work?

First, you can sign your clients up for Live Expert cleanup in QuickBooks Online Accountant or call our sales team. Then, your clients will receive an email to schedule an appointment with a QuickBooks Live Bookkeeper who will guide your client in providing the business and financial documents needed to complete their cleanup.

After these documents have been provided, the QuickBooks Live bookkeeping team will organize your client’s accounts, review and categorize their transactions, and prepare a package of reports. The cleanup process is typically done within 30 days, but some cleanups may take longer due to the complexity of the books or how timely the documentation was delivered. When your client’s cleanup is complete, they'll get a notification and everything will be ready to pass off to you.

QuickBooks Live Expert Assisted

This monthly subscription provides your clients with ongoing personalized QuickBooks guidance from a certified expert using video, phone, and screen-share capabilities.** This QuickBooks expert does not access or work with your clients’ books or financial data. They provide guidance on maximizing the value of QuickBooks, while you maintain full control over your client’s books.

You’ll get visibility on your client’s calls with our experts through automated call summaries, accessible through your QuickBooks Online Accountant dashboard. Each automatic call summary will show your client’s questions and how the QuickBooks Live expert responded when assisting your client.

With a subscription to Live Expert Assisted, your client gets help from QuickBooks-certified bookkeepers to:

• Use QuickBooks, including setting up bank accounts, managing a Chart of Accounts, reconciliations, invoices, and expense tracking
• Apply QuickBooks best practices to help improve the accuracy of a client’s books
• Streamline processes to save time and reduce errors
• Develop efficient workflows tailored to your client’s needs
• Accurately classify transactions for better financial reporting 
• Ensure their accounts are balanced and that discrepancies are addressed promptly
• Maintain their own books to help avoid stress at tax time
• Answer questions about automation, categorization, reconciliation, reporting, and workflow management 

How does it work?

This service provides your client with answers, anytime they need QuickBooks coaching, for as long as they have the subscription.

After you add Live Expert Assisted to your client’s QuickBooks Online subscription, they can request a call to meet with our bookkeeping experts Monday - Friday, 6 AM - 6 PM PT for one-on-one guidance through a video call. For your visibility after each call, you’ll be able to see an automatic call summary in QuickBooks Online Accountant.

Note: This service does not include books cleanup, a dedicated bookkeeper, ongoing reconciliation services, books maintenance, financial advisory services, tax advice, income or sales tax return filing facilitation, 1099 creation or delivery, or payroll management. 

Add a QuickBooks Live expert to increase capacity this busy season

Sometimes clients need more product and bookkeeping help than your team has the resources to provide. Rather than having to pick and choose which clients to take on in order to deliver consistent value and service, your firm can partner with QuickBooks Live Expert Cleanup and QuickBooks Live Expert Assisted. Whether your client needs a thorough cleanup of their financial records or ongoing support with bookkeeping tasks, integrating these services can help your firm efficiently fulfill these requests. With the accurate financial data you need to help your clients make decisions and plan for the future, you can focus on your firm’s differentiating services and visibility in the marketplace.

To get started with QuickBooks Live for your existing clients, add it through QuickBooks Online Accountant with these steps:

1. Select your client in the “Subscriptions and billing” page.
2. Click “Client actions.”
3. Select “Add QuickBooks Live” or “Add QuickBooks Live Bookkeeping Cleanup.”

You can also speak with a specialist at 800-358-3263 or request a call back using this form