Guarantee
QuickBooks Live 100% Accurate Books Guarantee: At your request, QuickBooks will conduct a full audit of your bookkeeper’s work. If your QuickBooks Live Bookkeeper makes an error that requires re-opening of your books for any month, we’ll correct the error for the month that error occurred at no additional charge. Eligible errors include those made by a Live Bookkeeper. An �?error’ is A) a transaction that has been incorrectly categorized to the wrong account, B) an account balance in QuickBooks that doesn’t match the actual account balance or C) improper transactions which can’t be supported by documentation (including client responses and client meeting notes). If you invoke the guarantee, QuickBooks will conduct an audit of the Live Bookkeeper’s work. You’ll need to provide QuickBooks with a receipt for the transaction in question, correspondence from your outside tax accountant, or a document stating the balance of the account if an account balance is in question. Live Bookkeepers aren’t responsible for errors resulting from incorrect information provided by you, or if you re-open the books by overriding closure after a Live Bookkeeper completes the month-end closure.
QuickBooks Online Payroll Elite - Tax penalty protection: Only QuickBooks Online Payroll Elite users are eligible to receive the tax penalty protection. If you receive a tax notice and send it to us within 15-days of the tax notice we will cover the payroll tax penalty, up to $25,000. Intuit cannot help resolve notices for customers in Collections with the IRS because IRS Collections will only work with businesses directly. Additional conditions and restrictions apply. Learn more about tax penalty protection.
*Offer terms
QuickBooks Self-Employed offer terms: Discount available for the monthly price of QuickBooks Self-Employed (“QBSE”) is for the first 3 months of service starting from date of enrollment, followed by the then-current fee for the service. Your account will automatically be charged on a monthly basis until you cancel. To be eligible for this offer you must be a new QBSE customer and sign up for the monthly plan using the �?Buy Now’ button. Offer valid for a limited time only and cannot be combined with a free trial or any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. QuickBooks Online Payroll is not available with QuickBooks Self-Employed. To cancel your QBSE subscription at any time go to “Billing Info” in QBSE and select “Cancel subscription.” When you cancel, all future monthly subscription charges will be discontinued. You may cancel at any time. 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.
Self-Employed Tax Bundle offer terms: Discount available for the monthly price of QuickBooks Self-Employed Tax Bundle (“Bundle”) is for the first 3 months of service starting from date of enrollment, followed by the then-current fee for the service. Your account will automatically be charged on a monthly basis until you cancel. To be eligible for this offer you must be a new QuickBooks Self-Employed customer and sign up for the monthly plan using the “Buy now” button. Offer valid for a limited time only and cannot be combined with a free trial or any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable.To cancel your subscription at any time go to “Billing Info” in QBSE and select “Cancel subscription.” When you cancel, all future monthly subscription charges will be discontinued. You may cancel at any time. 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.
Self-Employed Live Tax bundle offer terms: Discount available for the monthly price of Self-Employed Live Tax Bundle (“Live Bundle”) is for the first 3 months of the subscription starting from date of enrollment. Your account will automatically be charged on a monthly basis until you cancel. To be eligible for this offer you must be a new QuickBooks Self-Employed and new TurboTax Self-Employed customer and sign up for the monthly plan using the “Buy Now” button. Offer valid for a limited time only and cannot be combined with a free trial or any other Intuit offer. Limited to one per customer. Sales tax may be applied where applicable. To cancel your subscription at any time go to “Billing Info” in QBSE and select “Cancel subscription.” When you cancel, all future monthly subscription charges will be discontinued. You may cancel at any time. 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.
QuickBooks Online and QuickBooks Online Payroll discount offer (QuickBooks Live not included):
QuickBooks products offer terms: Offer available for QuickBooks Online and/or QuickBooks Online Payroll Core, Premium, or Elite (collectively, the “QuickBooks Products”). The offer includes either a free trial for 30 days (“Free Trial for 30 Days”) or a discount for 3 months of service (“Discount”) (collectively, the “QuickBooks Offer”). QuickBooks Live Bookkeeping is not included in the QuickBooks Offer, and is only offered at full price.
Free trial for 30 days: First thirty (30) days of subscription to the QuickBook Products, starting from the date of enrollment is free. To continue using the QuickBook Products after your 30-day trial, you’ll be asked to present a valid credit card for authorization. Thereafter, you’ll be charged on a monthly basis at the then-current fee for the service(s) you’ve selected until you cancel. To be eligible for this offer you must sign up for the free trial plan using the “Try it free” option.
Discount: Discount applied to the monthly price for the QuickBooks Products is for the first 3 months of service, starting from the date of enrollment, followed by the then-current monthly list price. To be eligible for this offer you must be a new QuickBooks customer and sign up for the monthly plan using the “Buy Now” option.
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.
Cancellation: To cancel your QuickBook Products subscription at any time go to Account & Settings in QuickBooks and select “Cancel.” Your QuickBook 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.
Additional Payroll offer terms: Each employee you pay is an additional $4/month for Payroll. Service optimized for up to 50 employees. If you file taxes in more than one state, each additional state is $12/month. The discounts do not apply to additional employees and state tax filing fees.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.
**Features
QuickBooks Self-Employed & TurboTax Self Employed Bundle feature disclaimers
Self-Employed bundle: Bundle includes the cost for only one state and one federal tax filing. Each additional TurboTax Self-Employed federal tax filing is $119.99 and state tax filing is $44.99. Each additional TurboTax Live Self-Employed federal tax filing is $199.99 and includes live on screen tax advice from a CPA or EA, and state tax filing is $44.99.
CPAs when you need to talk: 100% of TurboTax Live experts are CPAs, EAs, or Tax Attorneys.
QuickBooks Online Advanced feature disclaimers
Smart Reporting by FathomTM 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 Online chart of accounts, and up to 20 classes for the importing, reporting, and analysis of QuickBooks data. Additional Fathom licenses can be purchased at $39 per month, as of 1/07/2020. More information here. Fathom terms and conditions. Fathom privacy policy. Fathom support.
Priority Circle: Membership in Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Online Advanced. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Phone and messaging Premium support is available 24/7. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.
QuickBooks Online Payroll feature disclaimers
Automated tax payments and filings: Automated tax payments and filing available only for state and federal taxes. Enrollment in e-services is required. Local taxes require the user to print the forms and upload it to the necessary local sites. QuickBooks Online Payroll Core does not offer local tax payments and filings. Automatic filings for state new hire paperwork available in QuickBooks Online Payroll Premium and Elite only.
Anytime & Anywhere - QuickBooks Online Payroll Mobile App: The QuickBooks Online Payroll 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. QuickBooks Online Payroll mobile access is included with your QuickBooks Online Payroll 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.
Auto Payroll: Available if setup for employees and the company are complete, all employees are salaried employees, all employees are set up on direct deposit, bank verification, e-services is enabled, the account has not been on hold in the last 6 months and the first payroll has been run successfully.
HR support from Mammoth: HR support is provided by experts at Mammoth, Inc. See Mammoth’s privacy policy and Terms of Use. HR Support Center available only to QuickBooks Online Premium and Elite subscriptions. HR Advisor support only available in QuickBooks Online Payroll Elite. HR support is not available to accountants who are calling on behalf of their clients.
Health Benefits: Powered by SimplyInsured and requires acceptance of SimplyInsured’s privacy policy and Terms of Service. 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 tracking: Additional fees may apply. Time tracking is 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. QuickBooks Time mobile access is included with your QuickBooks Online Payroll Premium and Elite 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 Payments feature disclaimers
QuickBooks Payments account: Account subject to eligibility criteria, credit and application approval. Subscription to QuickBooks Online may be required.
Next-day deposit: Next-day deposit features are subject to eligibility criteria. We anticipate that a large majority of customers who use bank transfers (ACH) with QuickBooks Payments will receive next day bank transfer (ACH) deposits as transaction history is established. New payments customers will be notified when next day bank transfer (ACH) eligibility is established. For next day deposits, payments processed before 3:00 PM PT arrive at your bank the next business day (excluding weekends and holidays). Deposit times may vary for other payment methods, third party delays or risk reviews. Subscription to QuickBooks Online may be required.
**Product information
QuickBooks Self-Employed, Self-Employed Tax Bundle, and Self-Employed Live Tax bundle require a persistent internet connection (a high-speed connection is recommended) and a computer with a supported Internet browser or a mobile phone with a supported operating system (see System Requirements). Network fees may apply. Subscriptions will be charged to your credit card through your account. QuickBooks Online Payroll is not available with QuickBooks Self-Employed.
QuickBooks Online requires a computer with a supported Internet browser (see System Requirements for a list of supported browsers) and an Internet connection (a high-speed connection is recommended).
The QuickBooks Self-Employed 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.Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. QuickBooks Online mobile access is required to access QuickBooks Online mobile.
QuickBooks Live Full Service Bookkeeping Pricing & Subscription Information
QuickBooks Live Bookkeeping monthly pricing tiers: Live Bookkeeping is available to QuickBooks Online subscribers and is sold separately. The first month of service for cleanup and onboarding is $500. After the first month, the ongoing Live Bookkeeping service is available in 3 different pricing tiers, depending on your company’s average monthly expenses over a period of 3 consecutive months. After the first month, you’ll be charged monthly at the then-current monthly fee based on your average monthly expenses over the previous 3 months, unless you cancel. Your business's average monthly expenses and associated subscription pricing may be reassessed at Intuit’s sole discretion. Currently,
- If your monthly average is $0-25,000 per month, the monthly price for Live Bookkeeping is $200.
- If your monthly average is $25,001-150,000, the monthly price for Live Bookkeeping is $400.
- If your monthly average is $150,001 or more, the monthly price for Live Bookkeeping is $600.
QuickBook Live monthly bookkeeping services: During the first month, a Live Bookkeeper provides cleanup services that start from the date of your last business tax return through the end of the calendar month of 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.
Tax-ready books: Live Bookkeeping doesn’t include tax preparation services or assistance with tax preparation, or assurance services. Consult a tax preparer for tax advice related to the preparation of your tax return. The Live Bookkeeping Cleanup service is from the date of your last business tax return through the end of the calendar month of first sign-up to Live Bookkeeping.
QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit and application approval. Subscription to QuickBooks Online is required.
Cancellation policy: There's no contract or commitment. You're free to switch plans or cancel any time. Terms, conditions, pricing, features, service and support are subject to change without notice.
#Claims
1. Over 7 million small businesses use QuickBooks: Based on number of global QuickBooks subscribers as of Jan 2020.
2. Get started with QuickBooks in less than 30 minutes: Based on survey of new and existing small businesses using QuickBooks Online in the U.S. conducted April 2020 who signed up between 2015 - 2020.
3. Customers save an average of over $2100 per year tracking their finances with QuickBooks: Based on a survey of small businesses using QuickBooks Online in the U.S. conducted April 2020 who stated average savings compared with their prior solution.
4. Save an average of 30 hours per month with QuickBooks: Based on survey of small businesses using QuickBooks Online in the U.S. conducted April 2020 who stated average savings compared with their prior solution.
5. QuickBooks Online Advanced - Batch Invoicing and Create Invoices 37% Faster claim: Based off of internal tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow. QuickBooks Online Advanced supports the upload of 1,000 transaction lines for invoices at one time. Number of invoices imported depends on number of transaction lines in the .CSV file. Customer received payment for participating in the tests.
6. QuickBooks Payroll is the #1 payroll provider for small businesses: Based on overall number of customers for QuickBooks Payroll products as of June 2020.
7. Run payroll in less than 5 minutes with QuickBooks Online Payroll: Median time spent reviewing and approving payroll using QuickBooks Online Payroll, as of May 2020.
