{"id":507,"date":"2019-06-05T18:39:27","date_gmt":"2019-06-05T18:39:27","guid":{"rendered":"https:\/\/quickbookexperts.com\/Blog\/?p=507"},"modified":"2021-10-27T01:13:41","modified_gmt":"2021-10-27T01:13:41","slug":"learn-about-quickbooks-live-bookkeeping","status":"publish","type":"post","link":"https:\/\/quickbookexperts.com\/Blog\/learn-about-quickbooks-live-bookkeeping\/","title":{"rendered":"Learn about QuickBooks Live Bookkeeping"},"content":{"rendered":"<p>Find out how to sign up for live bookkeeping help, and get answers to common questions about this new service.<\/p>\n<h3 id=\"toc-hId-1674407709\">What is QuickBooks Live Bookkeeping?<\/h3>\n<p>QuickBooks Live Bookkeeping gives you live, one-on-one support from a QuickBooks-certified bookkeeper who understands your business. You&#8217;ll have confidence knowing your bookkeeper reviews and closes your books each month, so you can focus more time on running your business. To know more <a href=\"tel: +1-(818) 900-9884\">Call +1-(818) 900-9884<\/a><\/p>\n<p><a href=\"tel: +1-818-900-9884\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-517 size-full\" src=\"https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/06\/Screenshot-140.png\" alt=\"QuickBooks Live Bookkeeping \" width=\"1222\" height=\"711\" srcset=\"https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/06\/Screenshot-140.png 1222w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/06\/Screenshot-140-300x175.png 300w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/06\/Screenshot-140-768x447.png 768w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/06\/Screenshot-140-1024x596.png 1024w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/06\/Screenshot-140-830x483.png 830w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/06\/Screenshot-140-230x134.png 230w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/06\/Screenshot-140-350x204.png 350w, https:\/\/quickbookexperts.com\/Blog\/wp-content\/uploads\/2019\/06\/Screenshot-140-480x279.png 480w\" sizes=\"auto, (max-width: 1222px) 100vw, 1222px\" \/><\/a><\/p>\n<p>Your bookkeeper will:<\/p>\n<ul>\n<li>Expertly set up QuickBooks for you if you haven\u2019t gotten that far yet.<\/li>\n<li>Help with tasks like categorizing your transactions, reconciling your accounts, and closing your books every month.<\/li>\n<li>Fix incorrectly-posted transactions so your books are correct.<\/li>\n<li>Walk you through monthly reports so you know how well your business is doing.<\/li>\n<\/ul>\n<h3 id=\"toc-hId--877749252\">How do I start using QuickBooks Live Bookkeeping?<\/h3>\n<p>This service is currently available to a limited set of small business customers. But we plan to make it available to more business in the coming months. We know the wait will be worth it, and you\u2019ll love the extra support and insights this service provides.<\/p>\n<p>If you already have QuickBooks Online, you might see the\u00a0<b>Live Bookkeeping<\/b>\u00a0menu in the Left Nav.<\/p>\n<p>Or If you do, you can select it and sign up for the service.<\/p>\n<p>Or If you sign up for a new QuickBooks Online subscription, you might see the option for QuickBooks Live Bookkeeping during sign up.<\/p>\n<p>Once you subscribe, you\u2019ll schedule video sessions where you can see and talk to your bookkeeper. You\u2019ll hear each other and they\u2019ll see your books. (But you won\u2019t be on video, just them.) You can also send your bookkeeping team a message when you\u2019re using QuickBooks and have a question.<\/p>\n<h2 id=\"toc-hId-865061083\">How can I contact my bookkeeper, and how often?<\/h2>\n<p>Your bookkeeping team is here for you. You can use the in-product chat or schedule a video call during regular business hours. Most businesses like to meet monthly with their bookkeeper. Monthly meetings are a great time to get a status update on your books and go over key financial statements.<\/p>\n<p>To schedule an appointment:<\/p>\n<ol>\n<li>Go to the\u00a0<b>Live Bookkeeping\u00a0<\/b>menu and select\u00a0<b>Schedule my appointment<\/b>.<\/li>\n<li>Fill in the required info and select an appointment time. When you\u2019re finished, you\u2019ll see a confirmation that your appointment is booked.<\/li>\n<\/ol>\n<p>To message your bookkeeping team, go to the\u00a0<b>Live Bookkeeping\u00a0<\/b>menu and select\u00a0<b>Send a message<\/b>. A chat window appears in the bottom-right of the window, and you can begin chatting. The message will automatically go to your bookkeeping team.<\/p>\n<h2 id=\"toc-hId--1687095878\">Other questions<\/h2>\n<h4 id=\"toc-hId--337312553\">What business or financial info does my bookkeeping team see?<\/h4>\n<p>Your bookkeeping team can see anything you can see in QuickBooks.<\/p>\n<h4 id=\"toc-hId-1405497782\">What\u2019s not included in this service?<\/h4>\n<p>QuickBooks Live Bookkeeping is not a substitute for a CPA or an accountant. Your live bookkeeping team will help seamlessly handoff of a yearly report to your tax service, but they don\u2019t do any of your tax work.<\/p>\n<p>The service does not include accounts payable, accounts receivable, major data migrations, major data clean up, manual entry of transactions, payroll set up and support, sales tax set up, tax filing, tax and financial planning, or audits.<\/p>\n<p><strong>Can I give feedback on QuickBooks Live?<\/strong><\/p>\n<p>Absolutely! We value your input very much. Please call at +1-(818) 900-9884.<\/p>\n<h4>Still Having Questions ? Reach Us<\/h4>\n<p><strong>Call : <a href=\"tel: +1-(818) 900-9884\">+1-(818) 900-9884<\/a><\/strong><\/p>\n<p><strong>Email: <a href=\"mailto:Info@QuickBookExperts.Com\">Info@QuickBookExperts.Com<\/a><\/strong><\/p>\n<p><strong><a href=\"http:\/\/tawk.to\/quickbookexperts\">Chat Live to the Customer Care<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Find out how to sign up for live bookkeeping help, and get answers to common questions about this new service. What is QuickBooks Live Bookkeeping? QuickBooks Live Bookkeeping gives you live, one-on-one support from a QuickBooks-certified bookkeeper who understands your business. You&#8217;ll have confidence knowing your bookkeeper reviews and closes your books each month, so [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,1,6,8,5,4],"tags":[],"class_list":["post-507","post","type-post","status-publish","format-standard","hentry","category-other-questions","category-quickbooks","category-quickbooks-desktop","category-quickbooks-mac-desktop","category-quickbooks-mobile","category-quickbooks-online"],"_links":{"self":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/507","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/comments?post=507"}],"version-history":[{"count":1,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/507\/revisions"}],"predecessor-version":[{"id":2664,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/posts\/507\/revisions\/2664"}],"wp:attachment":[{"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/media?parent=507"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/categories?post=507"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickbookexperts.com\/Blog\/wp-json\/wp\/v2\/tags?post=507"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}