You can also meet with them to review reports and receive assistance with any bookkeeping questions. Throughout your engagement with QuickBooks Live Bookkeeping, your bookkeeper will manage your books for you and provide you with month-end reports. They will also help you with ongoing, basic bookkeeping and QuickBooks questions, like how to use QuickBooks’ reporting features, assistance with bank connections, and setting up customers and vendors.
By clicking “Continue”, you will leave the community and be taken to that site instead. If you have questions about the process I’ve outlined above or any QuickBooks concerns, please leave a reply below. Starting fresh with a new version of QuickBooks Desktop (QBDT) is a breeze, @Smores. Once you download QuickBooks Desktop, follow these steps to install it.
QuickBooks Live Reviews From Users
Subscribing to QuickBooks Live would be a good way to avoid that nightmare. There are dozens of reports in QuickBooks Online Plus that you can easily create yourself. For example, you should be running aging reports so you can see which customers are past due on payments. quickbooks live setup But there are some more complex reports, like Balance Sheet and Statement of Cash Flows, that QuickBooks Online Plus can generate, but which you might have a hard time understanding. These reports provide a broader overview of your company’s financial status.
The best online bookkeeping service should offer a wide range of bookkeeping solutions, including catch-up bookkeeping, invoicing, bill pay, bank reconciliation, payroll, and tax filing. You can activate QuickBooks Live within QuickBooks Online by clicking on Live Bookkeeping from the left navigation bar, as indicated below. After you sign up, you’ll provide QuickBooks with information about your business—and, within a few minutes, you’ll be matched with a bookkeeper who has expertise in your industry.
QuickBooks Online Plus Features
Your bookkeepers maintain, update, fix, reconcile, and categorize your transactions. They review and close your books at month’s end and provide you with critical financial reports. It’s not cheap, but the peace of mind it provides will be well worth the cost for many business owners.
- With its comprehensive setup guide, QuickBooks showcases useful setup videos, hosts setup seminars and includes free guided setup for all first-time users.
- Depending on the service you choose, a bookkeeper can give you guidance or take the lead on your bookkeeping.
- You can contact your bookkeeper anytime to schedule a live video chat or to discuss questions or concerns about your bookkeeping.
- Note that each company requires its own QuickBooks subscription — you can’t manage finances for multiple companies without paying extra.
- QuickBooks Online is one of the most popular, most user-friendly accounting software choices for small businesses.
