How to Get in Touch with QuickBooks Live Bookkeepers? Easy Guide

If you are a QuickBooks user and require expert support, knowing how to get in touch with QuickBooks Live bookkeepers can save you time and help you manage your business finances more efficiently. Whether you are running a small business, working as a freelancer, or managing a startup, you can get access to the QuickBooks-certified experts who can help you keep your books up-to-date.

They also keep you prepared for the tax season by managing your accounts. Above all, this service provides clear insights into your company’s financial position.

Read this guide and learn the step-by-step instructions to get the 24/7 QuickBooks Online bookkeeping support.

Wondering how to get in touch with QuickBooks Live Bookkeepers and need help? Connect with our QB professionals, and they will assist you with the step-by-step instructions.

What is QuickBooks Live bookkeeping?

The QuickBooks Live Bookkeeping is a service provided by Intuit to ensure that your accounts remain up-to-date and ready for the tax season. This service provides access to a dedicated QuickBooks-certified bookkeeper who understands your business and supports you along with their team. After this, they organize the transactions, reconcile the bank accounts, and offer you the updated reports. Above all, the experts are always ready to give answers to all your queries.

Who can use the service?

QuickBooks Live service is provided to businesses operating the QuickBooks Online and have filed taxes in the previous calendar year. However, you won’t be eligible for this service if;

• Your business is very complicated
• You deal in foreign or cryptocurrency
• Your business is only legal at the state level, but it’s not necessary that it’s also at the federal level.
• Your business and personal expenses are heavily combined.

What’s Included & Not Included in QuickBooks Live Expert Full-Service Bookkeeping?

The QuickBooks Live Bookkeeping is divided into two different phases, i.e., cleanup and monthly bookkeeping.

1. Cleanup-

At the time of the first appointment, the bookkeeper will tell you about the QuickBooks Live Bookkeeping and help to set up the charts of accounts, connect your banks, and upload your documents. After getting all the required details, they begin the cleanup, which consists of organizing transactions and reconciling accounts. The time taken for cleanup is around 30 days from the time they get everything they require from you.

2. Monthly Bookkeeping

The QuickBooks Live Bookkeeping doesn’t include the services listed below.

• Financial or Tax advice
• Filing income or sales tax returns, or creating and sending 1099s.
• Managing payroll
• Managing inventory, accounts receivable, or accounts payable
• The bookkeeper doesn’t provide training on how to use QuickBooks Online.

How much does QuickBooks Live Bookkeeping cost?

Users having a minimum of 2 months of data in QuickBooks get a flat fee for cleanup & setup for the first month of the service. After that, pricing for Live Bookkeeping depends upon your company’s average expenses. However, after every three months, QuickBooks Live Bookkeeping will automatically adjust according to your business preferences by re-examining your average expenses and pricing tier.

Read the table below to get a clear insight into the QuickBooks Live Bookkeeping pricing.

How Do I Contact My Intuit QuickBooks Live Bookkeeper?

If you have previously signed up for QuickBooks Live Bookkeeping, you can connect with your bookkeeper at regular monthly appointments. After that, the entire month, you can get in touch via the Document and Request Center. Otherwise, you can also take assistance from a product expert. Let’s learn how to connect with your bookkeeper or a QuickBooks product expert to get the best guidance.

Schedule an Appointment With Your Bookkeeper

Below, we have described how to schedule a monthly live call with your bookkeeper via mobile app or your web browser.

Method 1: Schedule an Appointment from the QuickBooks Mobile App

You can make and view your appointments using your Live Bookkeeper via the QuickBooks mobile app. Perform these steps to schedule a new appointment with the bookkeeper.

• Log in to the QuickBooks Mobile app and click Live Expert > Schedule an appointment.
  • Important Tip: If you can’t see the Live Expert on the mobile app, check that your QuickBooks mobile app is updated.
• After this, you will get the available appointment. If it’s suitable for you, click Schedule appointment. Otherwise, for choosing another date/time, go with Find a different time and pick a date/time suitable for you, and tap on Continue.
• Add the following details;
  • First & Last Number
  • Email Address
  • Phone Number

Note: To get the text reminder, enable the Remind me with a text message option. Then, you will receive a text reminder within 30 minutes before your appointment.

• Once again, click Schedule appointment. With this, you’re all set, and you will get a confirmation regarding the appointment date and time.
• To add the appointment to your calendar, click Add to Calendar > OK.

Steps to view, change, or cancel your scheduled appointment from the mobile app:

• Log in to your QuickBooks mobile app and choose the Live Expert.
• Now, you can check your upcoming appointments. For editing or cancelling the appointment, click on the appointment.
• Move to the Edit appointment.
• You have different options for managing your appointment.
  • Edit Date or time of appointment- click Choose a different date or time
  • Change the Phone Number- Click Update Phone Number and provide a new number. Then, click Done > Update Phone Number.
  • Cancel Appointment- Choose Cancel appointment > Yes, cancel to confirm.
  • Text reminders – You will get the email reminders regarding your appointment.

Method 2: Schedule an Appointment on your computer browser

• Initially, log in to the QuickBooks Online application.
• Choose the Live Bookkeeping and then click the Schedule appointment.
• Complete the details and then pick an appointment time.
• Once you are set, you will obtain a confirmation email and SMS message notifying your appointment is booked.

If you want to cancel your appointment, access the link from the confirmation email. You can always get your upcoming scheduled appointment in QuickBooks Live Bookkeeping.

Talk with your bookkeeper through the Document and Request Center

In between the monthly meetings, you and your bookkeeper can talk via comments in the Document and Request Center. After this, you will obtain an email notification everytime your bookkeeper drops a new comment on a request. Also, you can log in, view the comment, and then reply to your bookkeeper. Follow these steps to view comments or make a new comment on a document.

• Move to All Apps > Accounting > Live Experts option.
• Now, choose the request that you want to view or enter comments on.
• After this, head to the Comments field. Herein, you will get new comments from your bookkeeper.
• If you want to leave a new comment, write the message and click Post.

Read More:- Suspense Account in QuickBooks Online

Chat with a product expert through QuickBooks Live Bookkeeping

Using the Live Bookkeeping Messaging, you can easily connect with a QuickBooks product expert. With the help of this feature, the experts will provide you with specific bookkeeping advice. Also, they can provide you with answers to your questions about QuickBooks or connect you with the right resources for bookkeeping help. Follow these steps to chat with a product expert.

• Initially, move to the All Apps > Accounting > Live Experts option.
• When you are in Live Experts, choose the Send a message option.
• As a result, it will connect you with a product expert who can answer all your queries about QuickBooks or help you get a message from your bookkeeper.

How to Contact Your QuickBooks Live Expert Assisted Bookkeeper?

If you have previously signed up for the QuickBooks Live Expert Assisted Bookkeeping, you can request a callback. Otherwise, you can also schedule a time to talk to a bookkeeper whenever you need them.

Schedule & Manage Appointments With a Bookkeeper

Follow these steps to request a callback or book an appointment with a QuickBooks Live Expert Assisted Bookkeeper via your QBO account.

• Log in to your QuickBooks Online account.
• Move to the All Apps > Accounting > Live Experts.
• Choose any one of these options to pick the right expert.
  • Bookkeeping
  • Payroll
  • Tax
• Now, you have the option to schedule a callback or book an appointment as per your convenience.
  • To schedule an appointment, click Schedule appointment. You will get the next available appointment time. If it’s good for you, click Schedule appointment. Otherwise, click Find a different time and choose a date and time according to your preference. Then, hit the Continue tab.
  • To schedule a call back, move to the Have us call you option.
• At last, add your first and last name, email address, and the phone number on which you wish your bookkeeper to call you.

View, change, or cancel your scheduled appointment

• Log in to your QBO account and click the All Apps option.
• Choose the Accounting and then hit the Live Experts option.
• After this, pick the option you have previously scheduled an appointment for:
  • Bookkeeping
  • Payroll
  • Tax
• Now, you can check the upcoming appointment. For editing or cancelling your appointment, pick the current appointment.
• Move to the Edit appointment option.
• Next, you need to manage your appointment.
  • Change the date or time- Choose a different date or time.
  • Change the Phone Number- Select Update your phone number and provide a new phone number. Then, hit the Done > Update phone number option.
  • Cancel your appointment- Opt for the Cancel appointment and then hit the Yes, for confirmation.

Final Words

With this, we ensure that now you have the answer to how to get in touch with QuickBooks Live Bookkeepers. Also, you can get complete support in keeping your books of accounts updated, organizing the transactions, and getting the reports.

Furthermore, if you still require any additional help, then communicate with our Qbookassist professionals instantly.

Frequently Asked Questions (FAQ’s):-

Question 1: When are my bookkeepers available?

Ans. The bookkeepers are available from Monday to Friday between 6 AM and 6 PM PT. For example, one bookkeeper is available 8 hours per day, 3 days a week, and another one is available 5 hours per day, 5 days a week. Whereas, at the time of onboarding, the bookkeepers will match with your availability.

Question 2: When will my books be cleaned and updated?

Ans. Mainly, the books get cleaned and updated within 30 days after getting all the required documentation.

Question 3: How do I subscribe to QuickBooks Live Bookkeeping?

Ans. If you previously had a QBO subscription, you can subscribe to the live expert-assisted service.

• Move to the All Apps > Accounting > Live experts and then log in as a Primary or Company admin.
• Click See Price to view the Pricing section and pick an option describing your last business tax year you filed.
• Again, hit the See Price > Try Now and update the billing details.
• Tap on Subscribe and then schedule an appointment with an onboarding expert.

Question 4: What are the customer benefits of QuickBooks Live Full Service Bookkeeping?

Ans. Using the QuickBooks Live Full Service Bookkeeping provides you with peace of mind knowing that your books of accounts will remain up-to-date. However, monthly check-ins will keep the bookkeepers prepared for the tax season. Thus, it also provides users with a clear image of the company’s financial health.

Question 5: How to cancel QuickBooks Live bookkeeping?

Ans. If you won’t need any further help from your bookkeeper, then cancel the subscription at any time.

• Move to the Settings menu and click Billing & Subscription.
• When you are in the QuickBooks Live Expert Full Service Bookkeeping tile, choose Cancel.
• At last, confirm your cancellation on the next screen.

Question 6: Can I switch plans or cancel at any time?

Ans. Yes, you can switch between QuickBooks Online plans or cancel them at any time. The QuickBooks Live customers can cancel them at any time.