Getting You Started With QuickBooks Live Expert Assisted

QuickBooks Live Expert Assisted exists to help businesses manage finances, which can become overwhelming, especially when invoices pile up, expenses go uncategorized, and tax deadlines knock earlier than you expect.

Bookkeeping can take valuable time away from growth-focused activities for small business owners and entrepreneurs. QuickBooks Live Expert Assisted steps in, assisting businesses to stay organized, compliant, and financially confident. All this without having to hire a full-time accountant.

Table of Contents

What is QuickBooks Live Expert Assisted?

Intuit offers a bookkeeping support service termed QuickBooks Live Expert Assisted, which pairs users with certified bookkeepers. Thus, business owners don’t need to handle every accounting task alone. Instead, they receive professional guidance, which helps them continue to maintain visibility and control over their finances.

These services integrate directly with QBO, and thus, experts assist with:

Transaction categorization
Bank reconciliation
Financial reporting
Cleanup of bookkeeping errors
Monthly bookkeeping reviews
Tax-ready financial preparation

Businesses get the benefits of automation combined with professional financial oversight with this hybrid model.

QuickBooks Online Live Expert Assisted Subscription Options to Choose From

Intuit offers different options that define the level of expertise you get. Thus, you can choose according to what your business requires.

Intuit Expert Priority

You avail personalized QuickBooks training along with premium support from the professional experts in the product. Moreover, you can reach out to the experts during extended hours as you have priority access.

You get assistance getting started with setting up essential features that include AI.

Intuit Expert Assisted

QuickBooks certified bookkeepers give you specialized business and financial coaching. Moreover, you can get guidance on the books, taxes, and cash flow from the experts.

You continue to get Priority access and extended hours. In addition, you avail these services:

Business, 1099, payroll, and sales tax support.
Proactive insights for informed and confident business decisions.
Review of automation, categorization, reconciliation, and AI Agent work.

Intuit Expert Full Service Bookkeeping

You can concentrate on your business growth and strategic planning as Intuit guarantees you accurate bookkeeping. This means a bookkeeper is assigned to you exclusively to take care of your books. The bookkeeper also generates reports and insights, which they share with you to enable you to make confident, data-backed financial decisions.

The services you get include everything that was in Priority and Assisted Plus. However, what adds are:

Support for Tax resource
Customized setup with a dedicated bookkeeper
Nuanced financial reports (This includes Profit & Loss and Balance Sheet)

Intuit Expert Cleanup

If what you need is a one-time clean-up of your books, to help set up your finances straight and establish the foundation of financial health, you can choose Intuit Expert Cleanup.

General Information on QuickBooks Live Expert Assisted Bookkeeping

Here are various common topics on the QuickBooks Live Expert Assisted to help you get started with it smoothly.

Gettings Started

To begin with, you submit a requirement to get a callback. What follows is that a professional guides you on how to manage your books and fills you in on how you can utilize QuickBooks to aid your business finance and growth.

Qualifications of the Bookkeeper

Professionals from almost all the industries make up the team. Moreover, the following credentials define the bookkeepers:

3 or more years of experience working with QuickBooks Online
Active QuickBooks Online Advanced ProAdvisor certification and
Active QuickBooks Online ProAdvisor certification

Moreover, they are either:

Bachelor’s degree in accounting or finance,
Active Certified Public Accountant,
Expert in accounting, finance, or bookkeeping, or
Active Certified Public Bookkeeper

What Intuit Expert Assisted Includes

You are guided by QB-certified bookkeepers who are there for you and answer your queries on automation, categorization, reporting, reconciliation, workflow management, and more. Bookkeepers are available on weekdays from 6 am to 6 pm Pacific Time. You can ask for a call back whenever you require assistance.

However, essential bookkeeping services may not be included. This will be determined by the bookkeeper. The bookkeeper will assist you as per the information they are provided.

The Tax Resource Support You Get

An expert provides you with general information and relevant resources to assist you in getting answers. This includes a wide array of tax matters, such as tax regulations and deadlines, tax benefits, business entity and business tax payments, and potential tax deductions for startup costs or business meals.

The Payroll Tax Support You Get

An expert provides you with general information and relevant resources to assist you in getting answers. This includes a wide array of payroll topics, such as payroll-to-payments, payroll-to-filing, payment settings, and managing payroll tax requirements.

However, the payroll tax experts do not provide you with certain business advice or prepare forms on your behalf. Such forms include Forms W-4, 1099, and other payroll forms.

How Do You Change Plans in QuickBooks Live Expert Full Service Bookkeeping

It is not difficult to opt out of QuickBooks Live Expert Assisted. You can cancel whenever you feel like.

Alternatively, you can switch from Expert Full Service Bookkeeping to Intuit Expert Assisted or vice versa.

How to Contact Your QuickBooks Live Expert Assisted Bookkeeper

In case you have already subscribed to or signed up for QuickBooks Live expert full service bookkeeping, you can ask for a callback.

Alternatively, you can also schedule your appointment with the bookkeeper.

How to Schedule Your Appointment with the Bookkeeper

You can use your QuickBooks Online account to schedule an appointment or get a callback.

Open QBO in your browser and sign in to your company file
Find the Contact experts option in the corner of the window and click on it
Now, select Connect with an expert
You can choose between Bookkeeping, Payroll, Tax, or Product & tech support, depending on the kind of expertise and assistance you require
Now, you will need to choose the subject matter that you need assistance with. If you find that your topic isn’t in the list, you can enter it in the comments.
Choose Next.
Now, you will find options to make an appointment or schedule a callback to suit your requirements.
If you want to schedule an appointment, choose Appointment. You will see the next available appointment on the display. If you find the date and time to be suitable, enter your contact information and choose Schedule appointment.
However, if you want your appointment at some other time, click on the Find a different time option. Choose the time that is most suitable for you and click on the Schedule appointment option.
Finally, choose Callback to schedule a callback.
You will need to type in your name, email address, and phone number so that the bookkeeper can connect with you.

How to View, Modify, and Cancel the Scheduled Appointment

It is also possible to view your scheduled appointments, modify, or cancel them.

Open QBO in a browser and log in to your company file
Look for the Contact experts option in the corner of the window and click on it
Now, choose Connect with an expert followed by Bookkeeping, Payroll, Tax, or Product & tech support, depending on what you chose earlier
Tap on the View appointment option to be able to edit or cancel the appointment.
You can choose to Choose a different date or time, Update your phone number, or Cancel appointment.
Select the option that best fits your query.

Finally, confirm the changes, and you will see it reflected on the appointment.

Final Words

Effective bookkeeping is crucial for sound financial health for any business. It empowers you to make strong strategic decisions with clarity and insight. QuickBooks Live Expert Assisted enabled you to achieve that. Depending on the subscription you choose, you get different levels of expertise.

Moreover, organized books become a lifesaver when you have to prepare and file your taxes.

Frequently Asked Questions

What is QuickBooks Live Expert Assisted?

QuickBooks Live Expert Assisted is a monthly subscription-based service where you get on-demand personalized assistance from certified bookkeepers. However, it differs from full-service bookkeeping, in which a bookkeeper does the work for you. Live Expert Assisted includes one-on-one guidance and virtual screen-share support.

How much is QuickBooks Live Expert Assisted?

The cost for QuickBooks Live Expert Assisted is $59 per month. The plan offers you answers to your queries, personalized bookkeeping coaching, help, a review of your setup, and guidance on QB categorization and reports.

How to set up QuickBooks Live Expert Assisted?

To set up QuickBooks Live Expert Assisted, you will first need to sign up for the subscription. Next will come scheduling an onboarding session and you will be connected with a certified expert for bookkeeping and reconciliation guidance. It is easy to activate this service directly from your QuickBooks Online account.

Who are QuickBooks Live bookkeepers trained to assist?

QuickBooks Live Bookkeepers are trained to assist small business owners who rely on QBO for their daily bookkeeping, and monthly and year end accounting.

About The Author

Jonathan Browns

Jonathan Brown is a trained QuickBooks professional with 10 years of experience in the accounting sector. Moreover, he is passionate about helping businesses reduce the stress of managing accounts. Also, he is proficient in assisting entrepreneurs and small business owners to use QuickBooks and enhance their accounting experience.

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