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. QuickBooks Live Assisted Bookkeeping: This is a monthly subscription service offering ongoing guidance on how to manage your books that you maintain full ownership and control. See Deposit Account Agreement for terms and conditions. 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. Envelopes within your primary QuickBooks Checking account will automatically earn interest once created. Money in Envelopes must be moved to the available balance in your primary QuickBooks Checking account before it can be used. See Deposit Account Agreement for terms and conditions.Įnvelopes: You can create up to 9 Envelopes within your primary QuickBooks Checking account. We use the average daily balance method to calculate interest on your account. The APY is applied to deposit balances within your primary QuickBooks Checking account and each individual envelope. Terms, conditions, pricing, special features, and service and support options subject to change without notice.Īnnual percentage yield: The annual percentage yield (“APY”) is accurate as of Decemand may change at our discretion at any time. Your expert will only guide the process of setting up a QuickBooks Online account. The QuickBooks Live Bookkeeping Guided Setup is not available for QuickBooks trial and QuickBooks Self Employed offerings, and does not include desktop migration, Payroll setup or services. The QuickBooks Live Bookkeeping 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. It’s available to new QuickBooks Online monthly subscribers who are within the first 30 days of their subscription. QuickBooks Live Bookkeeping Guided Setup: The QuickBooks Live Bookkeeping Guided Setup is a one-time virtual session with a QuickBooks expert. Terms, conditions, pricing, special features, and service and support options subject to change without notice. You will not receive a pro-rated refund your access and subscription benefits will continue for the remainder of the billing period. 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. This offer can't be combined with any other QuickBooks offers. 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. Sales tax may be applied where applicable. If you add or remove services, your service fees will be adjusted accordingly. Your account will automatically be charged on a monthly basis until you cancel. 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 list price. For more information about Intuit Payments' money transmission licenses, please visit. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
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