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SIMPLE START


$35
$1750/mo
Save 50% for 3 months*
Choose plan

Expert Assisted
Connect with Live experts when you need it. They can provide setup help and
bookkeeping guidance in QuickBooks, so you can stay organized and run your
business with confidence. Free for 30 days. No auto-renew.See more
Try expert help FREE for 30 days*
Access expert tax help
Save time and effort by seamlessly moving from books to taxes, then prepare your
current tax year return with unlimited expert help to get every credit you
deserve. Access live tax experts powered by TurboTax. Costs vary by entity type.
Subject to eligibility.See more
with QuickBooks Live Tax
Income and expenses
Securely import transactions and organize your finances automatically.See more
Banking with 3.00% APY
Every dollar put away in savings envelopes earns you interest at over 40x the
U.S. average.See more
Bookkeeping automation
Automate bookkeeping to cut down on tedious tasks and get more time to focus on
your business.See more
Invoice and payments
Accept credit cards and bank transfers in the invoice with QuickBooks Payments,
get status updates and reminders.**See more
Tax deductions
Share your books with your accountant or export important documents.**See more
General reports
Run and export reports including profit & loss, expenses, and balance
sheets.*See more
Receipt capture
Snap photos of your receipts and categorize them on the go.**See more
Mileage tracking
Automatically track miles, categorize trips, and get sharable reports.** See
more
Cash flow
Get paid online or in person, deposited instantly, if eligible.See more
Sales and sales tax
Accept credit cards anywhere, connect to e-commerce tools, and calculate taxes
automatically.**See more
Estimates
Customize estimates, accept mobile signatures, see estimate status, and convert
estimates into invoices.**See more
Contractors
Assign vendor payments to 1099 categories, see payment history, prepare and file
1099s from QuickBooks.** See more
Connect 1 sales channel
Connect 1 online sales channel and automatically sync with QuickBooks.See more
Bill management
Organize and track your business bills online.See more


ESSENTIALS


$65
$3250/mo
Save 50% for 3 months*
Choose plan

Expert Assisted
Connect with Live experts when you need it. They can provide setup help and
bookkeeping guidance in QuickBooks, so you can stay organized and run your
business with confidence. Free for 30 days. No auto-renew.See more
Try expert help FREE for 30 days*
Access expert tax help
Save time and effort by seamlessly moving from books to taxes, then prepare your
current tax year return with unlimited expert help to get every credit you
deserve. Access live tax experts powered by TurboTax. Costs vary by entity type.
Subject to eligibility. See more
with QuickBooks Live Tax
Income and expenses
Securely import transactions and organize your finances automatically.See more
Banking with 3.00% APY
Every dollar put away in savings envelopes earns you interest at over 40x the
U.S. average.See more
Bookkeeping automation
Automate bookkeeping to cut down on tedious tasks and get more time to focus on
your business.See more
Invoice and payments
Accept credit cards and bank transfers in the invoice with QuickBooks Payments,
get status updates and reminders.**See more
Tax deductions
Share your books with your accountant or export important documents.**See more
Enhanced reports
Know how your business is doing with sales, accounts receivable, and accounts
payable reports.*See more
Receipt capture
Snap photos of your receipts and categorize them on the go.**See more
Mileage tracking
Automatically track miles, categorize trips, and get sharable reports.** See
more
Cash flow
Get paid online or in person, deposited instantly, if eligible.See more
Sales and sales tax
Accept credit cards anywhere, connect to e-commerce tools, and calculate taxes
automatically.**See more
Estimates
Customize estimates, accept mobile signatures, see estimate status, and convert
estimates into invoices.**See more
Contractors
Assign vendor payments to 1099 categories, see payment history, prepare and file
1099s from QuickBooks.**See more
Connect 3 sales channels
Connect up to 3 online sales channels and automatically sync with QuickBooks.See
more
Bill management
Organize and track your business bills online.See more
Multiple currencies
Record transactions in other currencies without worrying about exchange rate
conversions.See more
Includes 3 users
Invite your accountant to access your books, control user-access levels, and
share reports without sharing a log-in.**See more
Enter time
Enter employee time by client/project and automatically add it to invoices.See
more
CUSTOMER FAVORITE


PLUS


$99
$4950/mo
Save 50% for 3 months*
Choose plan

Expert Assisted
Connect with Live experts when you need it. They can provide setup help and
bookkeeping guidance in QuickBooks, so you can stay organized and run your
business with confidence. Free for 30 days. No auto-renew.See more
Try expert help FREE for 30 days*
Access expert tax help
Save time and effort by seamlessly moving from books to taxes, then prepare your
current tax year return with unlimited expert help to get every credit you
deserve. Access live tax experts powered by TurboTax. Costs vary by entity type.
Subject to eligibility. See more
with QuickBooks Live Tax
Income and expenses
Securely import transactions and organize your finances automatically.See more
Banking with 3.00% APY
Every dollar put away in savings envelopes earns you interest at over 40x the
U.S. average.See more
Bookkeeping automation
Automate bookkeeping to cut down on tedious tasks and get more time to focus on
your business.See more
Invoice and payments
Accept credit cards and bank transfers in the invoice with QuickBooks Payments,
get status updates and reminders.**See more
Tax deductions
Share your books with your accountant or export important documents.**See more
Comprehensive reports
Stay on track with inventory reports, enhanced sales reports, and profitability
reports.*See more
Receipt capture
Snap photos of your receipts and categorize them on the go.**See more
Mileage tracking
Automatically track miles, categorize trips, and get sharable reports.** See
more
Cash flow
Get paid online or in person, deposited instantly, if eligible.See more
Sales and sales tax
Accept credit cards anywhere, connect to e-commerce tools, and calculate taxes
automatically.**See more
Estimates
Customize estimates, accept mobile signatures, see estimate status, and convert
estimates into invoices.**See more
Contractors
Assign vendor payments to 1099 categories, see payment history, prepare and file
1099s from QuickBooks.**See more
Connect all sales channels
Connect any available online sales channels and automatically sync with
QuickBooks.See more
Bill management
Organize and track your business bills online.See more
Multiple currencies
Record transactions in other currencies without worrying about exchange rate
conversions.See more
Includes 5 users
Invite your accountant to access your books, control user-access levels, and
share reports without sharing a log-in.**See more
Enter time
Enter employee time by client/project and automatically add it to invoices.See
more
Inventory
Track products, cost of goods, see what’s popular, create purchase orders, and
manage vendors.See more
Project profitability
Track all your projects in one place, track labor costs, payroll and
expenses.See more
Financial planning
Create budgets with real-time data you can collaborate with your team on.See
more


ADVANCED


$235
$11750/mo
Save 50% for 3 months*
Choose plan

Expert Assisted
Connect with Live experts when you need it. They can provide setup help and
bookkeeping guidance in QuickBooks, so you can stay organized and run your
business with confidence. Free for 30 days. No auto-renew.See more
Try expert help FREE for 30 days*
Access expert tax help
Save time and effort by seamlessly moving from books to taxes, then prepare your
current tax year return with unlimited expert help to get every credit you
deserve. Access live tax experts powered by TurboTax. Costs vary by entity type.
Subject to eligibility. See more
with QuickBooks Live Tax
Income and expenses
Securely import transactions and organize your finances automatically.See more
Banking with 3.00% APY
Every dollar put away in savings envelopes earns you interest at over 40x the
U.S. average.See more
Bookkeeping automation
Automate bookkeeping to cut down on tedious tasks and get more time to focus on
your business.See more
Invoice and payments
Accept credit cards and bank transfers in the invoice with QuickBooks Payments,
get status updates and reminders.**See more
Tax deductions
Share your books with your accountant or export important documents.**See more
Powerful reports
Monitor financial metrics and build customized dashboards that measure
performance.See more
Receipt capture
Snap photos of your receipts and categorize them on the go.**See more
Mileage tracking
Automatically track miles, categorize trips, and get sharable reports.** See
more
Cash flow
Get paid online or in person, deposited instantly, if eligible.See more
Sales and sales tax
Accept credit cards anywhere, connect to e-commerce tools, and calculate taxes
automatically.**See more
Estimates
Customize estimates, accept mobile signatures, see estimate status, and convert
estimates into invoices.**See more
Contractors
Assign vendor payments to 1099 categories, see payment history, prepare and file
1099s from QuickBooks.**See more
Connect all sales channels
Connect any available online sales channels and automatically sync with
QuickBooks.See more
Bill management
Organize and track your business bills online.See more
Multiple currencies
Record transactions in other currencies without worrying about exchange rate
conversions.See more
Includes 25 users
Invite your accountant to access your books, control user-access levels, and
share reports without sharing a log-in.**See more
Enter time
Enter employee time by client/project and automatically add it to invoices.See
more
Inventory
Track products, cost of goods, see what’s popular, create purchase orders, and
manage vendors.See more
Project profitability
Track all your projects in one place, track labor costs, payroll and
expenses.See more
Financial planning
Create budgets with real-time data you can collaborate with your team on.See
more
Auto-track fixed assets
Automatically track fixed asset values, access all fixed asset info in one spot,
and get insights about what may come next.See more
Data sync with Excel
Seamlessly send data back and forth between QuickBooks Online Advanced and Excel
for more accurate business data and custom insights.See more
Batch invoices and expenses
Create invoices, enter, edit, and send multiple invoices faster.**See more
Custom access controls
Easily control who sees your data, assign work to specific users, and create
custom permissions.See more
Workflow automation
Save time and mitigate risk with automated workflows and set reminders for
improved cash flows and more.See more
Data restoration
Continuously and automatically back up your changes, restore a specific version
of your company, and view version history.**See more
24/7 support & training
QuickBooks Priority Circle support and access to special training resources.See
more
Revenue recognition
Stay consistent, compliant, and credible with automated revenue recognition.See
more
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“The experts at QuickBooks Live save me time and give me peace of mind to be
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Liza Goetz, Owner, Wildly Native Flower Farm




EXPLORE ALL YOU CAN DO WITH QUICKBOOKS

SEE PROFIT AT A GLANCE

Get a clear view of what you make and spend over time.

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Explore accounting

PAY YOUR TEAM

Get payroll done right, and payroll taxes done for you.

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Explore payroll

MANAGE MONEY

Get paid and manage your money with a business bank account.

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Explore money features

CONNECT WITH LIVE EXPERTS

Get personalized help and guidance right from the start.

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ACCEPT PAYMENTS

Take cards, ACH payments, Apple Pay®, PayPal, or Venmo.**

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TRACK AND MANAGE TIME

Track, adjust, and approve your team’s hours on any device.

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Explore time tracking



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NOT SURE WHAT YOU NEED? LET’S FIND OUT.




WHAT ARE YOU LOOKING TO DO?

This helps us personalize the rest of the questionnaire, so we can recommend
solutions that fit you best.
Choose all that apply
 * Manage my accounting and get paid
   Our solutions can help you:
   Track income and expenses, stay tax-ready, invoice, pay bills, manage
   inventory, run reports, and more.
 * Take care of my team with payroll, HR, and benefits
   Our solutions can help you:
   Auto-pay employees and contractors, get payroll taxes done for you, stay
   compliant with HR laws, and access 401(k) and healthcare to offer your team.
 * Track and manage my team's time
   Our solutions can help you:
   Know when and where your team is working, approve timesheets, and make
   schedule changes from any device.

Next
Choose one
 * The standard features
   This is a good fit if:
   You need to handle basic accounting tasks and get a business started on the
   right foot.
 * A few extra things, like bill management
   This is a good fit if:
   You want all the standard features, plus an easier way to organize and pay
   bills and collaborate with your team.
 * Even more, like inventory management and project profitability
   This is a good fit if:
   You need extra capabilities to help scale your business. Track all your
   projects in one place, get alerts when inventory is low, track cost of goods,
   and more.
 * Everything available: workflow automations, batch transactions, and much more
   This is a good fit if:
   You need to run a large, complex business efficiently with our most
   customizable tools. Get deeper insights, send multiple invoices at once, back
   up data automatically, and much more—all with 24/7 premium support when you
   need it.

Next
Choose one
 * Standard: 50+ reports, including profit & loss
   What else is included?
   
   Expense reports
   
   Balance sheets
   
   Invoice lists

 * Enhanced: 70+ reports, including sales reports to get a snapshot of my
   business
   What else is included?
   
   All standard reports
   
   Accounts payable and receivable reports
   
   Ability to create custom tags and run reports for a detailed view of where
   you make and spend the most

See results
Choose one
 * Standard: 50+ reports, including profit & loss
   What else is included?
   
   Expense reports
   
   Balance sheets
   
   Invoice lists

 * Enhanced: 70+ reports, including sales reports to get a snapshot of my
   business
   What else is included?
   
   All standard reports
   
   Accounts payable and receivable reports
   
   Ability to create custom tags and run reports for a detailed view of where
   you make and spend the most

See results
Choose one
 * Comprehensive, including inventory reports to keep me on track
   What else is included?
   
   All standard reports like profit & loss, balance sheets, and accounts payable
   and receivable
   
   Extra sales and profitability reports
   
   Budgeting, expense, and class reports
   
   Access to templates to customize reports to your needs

 * Most powerful, including the highest level of customization available
   What else is included?
   
   All reports we have to offer, including everything from our comprehensive
   category
   
   Customizable dashboards to monitor key metrics at a glance
   
   Ability to measure performance against several criteria

See results
Choose one
 * Comprehensive, including inventory reports to keep me on track
   What else is included?
   
   All standard reports like profit & loss, balance sheets, and accounts payable
   and receivable
   
   Extra sales and profitability reports
   
   Budgeting, expense, and class reports
   
   Access to templates to customize reports to your needs

 * Most powerful, including the highest level of customization available
   What else is included?
   
   All reports we have to offer, including everything from our comprehensive
   category
   
   Customizable dashboards to monitor key metrics at a glance
   
   Ability to measure performance against several criteria

See results
Choose one
 * The standard features
   This is a good fit if:
   You need to handle basic accounting tasks and get a business started on the
   right foot.
 * A few extra things, like bill management
   This is a good fit if:
   You want all the standard features, plus an easier way to organize and pay
   bills and collaborate with your team.
 * Even more, like inventory management and project profitability
   This is a good fit if:
   You need extra capabilities to help scale your business. Track all your
   projects in one place, get alerts when inventory is low, track cost of goods,
   and more.
 * Everything available: workflow automations, batch transactions, and much more
   This is a good fit if:
   You need to run a large, complex business efficiently with our most
   customizable tools. Get deeper insights, send multiple invoices at once, back
   up data automatically, and much more—all with 24/7 premium support when you
   need it.

Next
Choose one
 * Standard: 50+ reports, including profit & loss
   What else is included?
   
   Expense reports
   
   Balance sheets
   
   Invoice lists

 * Enhanced: 70+ reports, including sales reports to get a snapshot of my
   business
   What else is included?
   
   All standard reports
   
   Accounts payable and receivable reports
   
   Ability to create custom tags and run reports for a detailed view of where
   you make and spend the most

Next

Choose one

 * Standard: 50+ reports, including profit & loss
   What else is included?
   
   Expense reports
   
   Balance sheets
   
   Invoice lists

 * Enhanced: 70+ reports, including sales reports to get a snapshot of my
   business
   What else is included?
   
   All standard reports
   
   Accounts payable and receivable reports
   
   Ability to create custom tags and run reports for a detailed view of where
   you make and spend the most

Next
Choose one
 * Comprehensive, including inventory reports to keep me on track
   What else is included?
   
   All standard reports like profit & loss, balance sheets, and accounts payable
   and receivable
   
   Extra sales and profitability reports
   
   Budgeting, expense, and class reports
   
   Access to templates to customize reports to your needs

 * Most powerful, including the highest level of customization available
   What else is included?
   
   All reports we have to offer, including everything from our comprehensive
   category
   
   Customizable dashboards to monitor key metrics at a glance
   
   Ability to measure performance against several criteria

Next
Choose one
 * Comprehensive, including inventory reports to keep me on track
   What else is included?
   
   All standard reports like profit & loss, balance sheets, and accounts payable
   and receivable
   
   Extra sales and profitability reports
   
   Budgeting, expense, and class reports
   
   Access to templates to customize reports to your needs

 * Most powerful, including the highest level of customization available
   What else is included?
   
   -All reports we have to offer, including everything from our comprehensive
   category
   
   -Customizable dashboards to monitor key metrics at a glance
   
   -Ability to measure performance against several criteria

Next
Choose one
 * Employees only
   You have employees if:
   You use W-2 tax forms to report their wages and payroll tax withholdings.
 * Contractors only
   You have contractors if:
   You use 1099 tax forms to report their wages.
 * Employees and contractors

Next
Choose one
 * The standard features
   This is a good fit if:
   You’re looking to cover your team’s basic payroll and benefits needs.
 * A few extra things, like same-day direct deposit and access to workers' comp
   This is a good fit if:
   You want all the standard features plus some extra ways to take care of your
   team, including getting workers’ comp quotes right in QuickBooks.
 * Everything available, including tax penalty protection
   This is a good fit if:
   You want access to our most comprehensive payroll and HR tools, including
   coverage for up to $25,000 in the unlikely event of an IRS fine and support
   from our Tax Resolution team to resolve the issue.

Next
Choose one
 * Expert product support
   What does this include?
   
   Step-by-step help
   
   Troubleshooting assistance
   
   Tips and resources

 * Expert product support + expert review
   What does this include?
   
   Expert product support
   
   Review of your payroll setup by a QuickBooks expert
   
   Data-entry review if you're switching from another provider

Next
Choose one
 * Expert product support + expert review
   What does this include?
   
   Step-by-step help and troubleshooting assistance
   
   Review of your payroll setup by a QuickBooks expert
   
   Data-entry review if you're switching from another provider

 * 24/7 expert product support + expert review and setup
   What does this include?
   
   Expert product support
   
   Expert review
   
   Prioritized support, day or night
   
   Payroll setup will be done for you

Next
Choose one
 * Expert product support + expert review
   What does this include?
   
   Step-by-step help and troubleshooting assistance
   
   Review of your payroll setup by a QuickBooks expert
   
   Data-entry review if you're switching from another provider

 * 24/7 expert product support + expert review and setup
   What does this include?
   
   Expert product support
   
   Expert review
   
   Prioritized support, day or night
   
   Payroll setup will be done for you

Next
Choose one
 * Support center
   What does this include?
   Access articles and resources created by HR pros that help you stay compliant
   and learn best practices.
 * I don't need HR support

See results
Choose one
 * Support center
   What does this include?
   Access articles and resources created by HR pros that help you stay compliant
   and learn best practices.
 * I don't need HR support

See results
Choose one
 * Support center
   What does this include?
   Access articles and resources created by HR pros that help you stay compliant
   and learn best practices.
 * Support center + a personal HR advisor
   What does this include?
   
   Support center resources
   
   Guidance from a certified HR advisor on critical issues
   
   Custom handbooks and policies made just for you

See results
Choose one
 * Support center
   What does this include?
   Access articles and resources created by HR pros that help you stay compliant
   and learn best practices.
 * Support center + a personal HR advisor
   What does this include?
   
   Support center resources
   
   Guidance from a certified HR advisor on critical issues
   
   Custom handbooks and policies made just for you

See results
Choose one
 * The standard features
   This is a good fit if:
   You need to handle basic accounting tasks and get a business started on the
   right foot.
 * A few extra things, like bill management
   This is a good fit if:
   You want all the standard features, plus an easier way to organize and pay
   bills and collaborate with your team.
 * Even more, like inventory management and project profitability
   This is a good fit if:
   You need extra capabilities to help scale your business. Track all your
   projects in one place, get alerts when inventory is low, track cost of goods,
   and more.
 * Everything available: workflow automations, batch transactions, and much more
   This is a good fit if:
   You need to run a large, complex business efficiently with our most
   customizable tools. Get deeper insights, send multiple invoices at once, back
   up data automatically, and much more—all with 24/7 premium support when you
   need it.

Next
Choose one
 * Standard: 50+ reports, including profit & loss
   What else is included?
   
   Expense reports
   
   Balance sheets
   
   Invoice lists

 * Enhanced: 70+ reports, including sales reports to get a snapshot of my
   business
   What else is included?
   
   All standard reports
   
   Accounts payable and receivable reports
   
   Ability to create custom tags and run reports for a detailed view of where
   you make and spend the most

Next
Choose one
 * Standard: 50+ reports, including profit & loss
   What else is included?
   
   Expense reports
   
   Balance sheets
   
   Invoice lists

 * Enhanced: 70+ reports, including sales reports to get a snapshot of my
   business
   What else is included?
   
   All standard reports
   
   Accounts payable and receivable reports
   
   Ability to create custom tags and run reports for a detailed view of where
   you make and spend the most

Next
Choose one
 * Comprehensive, including inventory reports to keep me on track
   
   What else is included?
   
   All standard reports like profit & loss, balance sheets, and accounts payable
   and receivable
   
   Extra sales and profitability reports
   
   Budgeting, expense, and class reports
   
   Access to templates to customize reports to your needs

 * Most powerful, including the highest level of customization available
   What else is included?
   
   All reports we have to offer, including everything from our comprehensive
   category
   
   Customizable dashboards to monitor key metrics at a glance
   
   Ability to measure performance against several criteria

Next
Choose one
 * Comprehensive, including inventory reports to keep me on track
   What else is included?
   
   All standard reports like profit & loss, balance sheets, and accounts payable
   and receivable
   
   Extra sales and profitability reports
   
   Budgeting, expense, and class reports
   
   Access to templates to customize reports to your needs

 * Most powerful, including the highest level of customization available
   What else is included?
   
   All reports we have to offer, including everything from our comprehensive
   category
   
   Customizable dashboards to monitor key metrics at a glance
   
   Ability to measure performance against several criteria

Next
Choose one
 * The standard features
   This is a good fit if:
   You’re looking to cover your team’s basic payroll and benefits needs.
 * A few extra things, like same-day direct deposit and access to workers' comp
   This is a good fit if:
   You want all the standard features plus some extra ways to take care of your
   team, including getting workers’ comp quotes right in QuickBooks.
 * Everything available, including tax penalty protection
   This is a good fit if:
   You want access to our most comprehensive payroll and HR tools, including
   coverage for up to $25,000 in the unlikely event of an IRS fine and support
   from our Tax Resolution team to resolve the issue.

Next
Choose one
 * Expert product support + expert review
   What does this include?
   
   Step-by-step help and troubleshooting assistance
   
   Review of your payroll setup by a QuickBooks expert
   
   Data-entry review if you're switching from another provider

 * 24/7 expert product support + expert review and setup
   What does this include?
   
   Expert product support
   
   Expert review
   
   Prioritized support, day or night
   
   Payroll setup will be done for you

Next
Choose one
 * Expert product support + expert review
   What does this include?
   
   Step-by-step help and troubleshooting assistance
   
   Review of your payroll setup by a QuickBooks expert
   
   Data-entry review if you're switching from another provider

 * 24/7 expert product support + expert review and setup
   What does this include?
   
   Expert product support
   
   Expert review
   
   Prioritized support, day or night
   
   Payroll setup will be done for you

Next
Choose one
 * Support center
   What does this include?
   Access articles and resources created by HR pros that help you stay compliant
   and learn best practices.
 * Support center + a personal HR advisor
   What does this include?
   
   Support center resources
   
   Guidance from a certified HR advisor on critical issues
   
   Custom handbooks and policies made just for you

See results
Choose one
 * Support center
   What does this include?
   Access articles and resources created by HR pros that help you stay compliant
   and learn best practices.
 * Support center + a personal HR advisor
   What does this include?
   
   Support center resources
   
   Guidance from a certified HR advisor on critical issues
   
   Custom handbooks and policies made just for you

See results
Choose all that apply
 * Mileage tracking
   Why this is beneficial:
   Record how much your team is driving during the workday to simplify tax
   filing and expense reimbursement.
 * Virtual job-site perimeter (geofencing)
   Why this is beneficial:
   Know when your team enters or leaves a job site, and send automatic reminders
   to clock in and out.
 * Shared project activity feed
   Why this is beneficial:
   Keep everyone on the same page with a central place to leave notes on job
   progress.
 * Digital timesheet signatures
   Why this is beneficial:
   Let your team sign their timesheets conveniently on their mobile device, and
   get proof of work completed.
 * No, I don't need any of these

See results
Choose all that apply
 * Mileage tracking
   Why this is beneficial:
   Record how much your team is driving during the workday to simplify tax
   filing and expense reimbursement.
 * Virtual job-site perimeter (geofencing)
   Why this is beneficial:
   Know when your team enters or leaves a job site, and send automatic reminders
   to clock in and out.
 * Shared project activity feed
   Why this is beneficial:
   Keep everyone on the same page with a central place to leave notes on job
   progress.
 * Digital timesheet signatures
   Why this is beneficial:
   Let your team sign their timesheets conveniently on their mobile device, and
   get proof of work completed.
 * No, I don't need any of these

See results







BUILD YOUR BUSINESS AND YOUR KNOWLEDGE

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ARTICLE


HOW TO DO PAYROLL IN 9 STEPS

Using this payroll guide, we’ll walk you through the entire payroll process step
by step. Keep reading to learn about the different processing methods you can
choose from.

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ARTICLE


HOW TO WRITE A BUSINESS PLAN

Nearly 70% of business owners who have been there, done that, recommend writing
a business plan before you start a business. When done right, business plans
have enormous payoffs.

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Important offers, pricing details, and disclaimers

Intuit is a technology company, not a bank. Banking services provided by our
partner, Green Dot Bank, Member FDIC.

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/.

*Offer terms

QuickBooks Live Expert Assisted Free 30-day Trial Offer Terms: Access an expert
when you add the thirty (30) day trial of QuickBooks Live Expert Assisted
services (“Expert Assisted”) to your purchase of QuickBooks Online Simple Start,
Essentials, Plus, or Advanced (“QBO”) subscription. You must be a new QBO
customer to be eligible. To continue using Expert Assisted after your 30-day
trial, you’ll be asked to present a valid credit card for authorization, and
you’ll be charged on a monthly basis at the then-current fee until you cancel.
Sales tax may be applied where applicable. To cancel your Expert Assisted
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 prorated refund; your access and subscription
benefits will continue for the remainder of the billing period. Expert Assisted
is a monthly subscription service that requires a QBO subscription and provides
expert help to answer your questions related to the books that you maintain full
ownership and control. An expert can guide you through QBO setup and answer
questions based on the information you provide; some bookkeeping services may
not be included and determined by the expert. For more information about Expert
Assisted, refer to the QuickBooks Terms of Service.

QuickBooks Online Live Expert Assisted Discount Offer Terms: Discount applied to
the first 3 months of Expert Assisted, starting from the date of enrollment,
followed by the then-current monthly Expert Assisted list price with your
QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QBO”)
subscription. Your account will automatically be charged on a monthly basis
until you cancel. Sales tax may be applied where applicable. To be eligible for
this offer you must be an active QBO customer, new to Expert Assisted and sign
up for the Expert Assisted monthly plan by calling sales at 1-800-816-4611.
Offer available for a limited time only. To cancel your Live Expert Assisted
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. Terms,
conditions, pricing, special features, and service and support options subject
to change without notice.




QuickBooks Online Discount Offer Terms: Discount applied to the monthly price
for QuickBooks Online (“QBO”) is for the first 3 months of service, starting
from the date of enrollment, followed by the then-current [monthly/annual] list
price. Available only for QuickBooks Online, QuickBooks Payroll, QuickBooks
Time, and QuickBooks Solopreneur (all tiers). 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.
Terms, conditions, pricing, special features, and service and support options
subject to change without notice.

Cancellation Terms: To cancel your QuickBooks Products subscription at any time
go to Account & Settings in QuickBooks and select "Cancel." Your QuickBooks
Products 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.

Cancellation policy: There's no contract or commitment. You're free to switch
plans or cancel any time.




**Product information

QuickBooks Live Expert Assisted: This is a monthly subscription service offering
ongoing guidance on how to manage your books that you maintain full ownership
and control. When you request a session with a Live bookkeeper, they can provide
guidance on topics including: bookkeeping automation, categorization, financial
reports and dashboards, reconciliation, and workflow creation and management.
They can also answer specific questions related to your books and your business.
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

QuickBooks Live Expert Full-Service Bookkeeping: This is a combination service
that includes QuickBooks Live Expert Cleanup and QuickBooks Live Expert
Full-Service Bookkeeping.

1. QuickBooks Online Advanced supports the upload of 1000 transaction lines for
invoices at one time. 37% faster based off of internal tests comparing
QuickBooks Online regular invoice workflow with QuickBooks Online Advanced
multiple invoice workflow.

2. Access to 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 Desktop Enterprise or 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.

3. For hours of support and how to contact support, click here.

4. With our 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. Additional conditions and restrictions apply. See more information
about the guarantee here: https://payroll.intuit.com/disclosure/.

Terms, conditions, pricing, special features, and service and support options
subject to change without notice.

QuickBooks Payments: QuickBooks Payments account subject to eligibility
criteria, credit, and application approval. Subscription to QuickBooks Online
required. 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 Checking account: 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. Green Dot Bank operates under the following registered
trade names: GoBank, GO2bank and Bonneville Bank. Registered trade names are
used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits
under any of these trade names are deposits with Green Dot Bank and are
aggregated for deposit insurance coverage up to the allowable limits. Green Dot
is a registered trademark of Green Dot Corporation. ©2022 Green Dot Corporation.
All rights reserved. QuickBooks products and services, including Instant
Deposit, QuickBooks Payments, Cash flow planning / forecasting are not provided
by Green Dot Bank.

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 Money 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.

QuickBooks Commerce Integration: QuickBooks Online and QuickBooks Commerce sold
separately. Integration available.

QuickBooks Live Expert Guided Setup: The QuickBooks Live Expert 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 Expert 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 Expert 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

QuickBooks Time tracking: Additional fees may apply. 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. 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.

**Features

Annual percentage yield: The annual percentage yield ("APY") is accurate as of
December 9, 2024, and may change at our discretion at any time. The listed APY
will be paid on the average daily available balances distributed across your
created envelopes within your primary QuickBooks Checking account. Balances held
outside an envelope will not earn interest. See Deposit Account Agreement for
terms and conditions.

Envelopes: You can create up to 9 Envelopes within your primary QuickBooks
Checking account. Money in Envelopes must be moved to the available balance in
your primary QuickBooks Checking account before it can be used. Envelopes within
your primary QuickBooks Checking account will automatically earn interest once
created. At the close of each statement cycle, the interest earned on funds in
your Envelopes will be credited to each Envelope in proportion to the average
daily balance of each Envelope.

Tax-ready books: Live Expert Full-Service 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 Expert 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 Expert
Full-Service Bookkeeping. For more information about services provided by Live
Expert Full-Service Bookkeeping, refer to the QuickBooks Terms of Service.

Mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile
companion apps work 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.

Usage Limits: QuickBooks Online Advanced includes unlimited Chart of Account
entry. Simple Start, Essentials and Plus allow up to 250 accounts. QuickBooks
Online Advanced includes unlimited Tracked Classes and Locations. QuickBooks
Plus includes up to 40 combined tracked classes and tracked locations. Tracked
Classes and Locations are not available in Simple Start and Essentials.

QuickBooks Checking Account opening is subject to identity verification and
approval by Green Dot Bank.

Automated payroll 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.

#Claims

1. Over 40x U.S. average APY: Average interest rate: The average interest rate
is based on the Federal Deposit Insurance Corporation's national rate published
the week of October 16, 2023. Learn more. Terms, conditions, pricing, special
features, and service and support options subject to change without notice.




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