How to Contact QuickBooks Live Support?

QuickBooks is a widely-used accounting software designed to simplify financial management for businesses. One of its standout services is QuickBooks Live, which offers real-time bookkeeping support, connecting businesses with certified bookkeepers to ensure accuracy in their financial data. If you’re a QuickBooks user looking to contact QuickBooks Live for support, this guide will walk you through the various methods, steps, and frequently asked questions surrounding the service.

Table of Contents:

1. What is QuickBooks Live?

   
   

2. How to Contact QuickBooks Live Support call +1-866-719-1006.

   
   

3. QuickBooks Live Support Features

   
   

4. Step-by-Step Guide to Contacting QuickBooks Live

   
   

5. Tips for Efficiently Using QuickBooks Live Support

Frequently Asked Questions (FAQs)

1. What is QuickBooks Live?

QuickBooks Live is a premium service offered by Intuit that connects users with certified bookkeeping experts. These professionals help small businesses manage their books, reconcile accounts, generate financial reports, and ensure that everything is accurate. While QuickBooks software simplifies accounting tasks, QuickBooks Live ensures that users can rely on real-time, human expertise to keep their finances in check.

Key Services Provided by QuickBooks Live:

Bookkeeping Setup: Helping businesses set up their books, ensuring everything is organized from the start.

Expense Categorization: Ensuring expenses are correctly classified for tax purposes.

Bank Reconciliation: Verifying that your business transactions match your bank statements.

Accurate Financial Statements: Providing monthly profit and loss statements and balance sheets.

On-Demand Support: Offering real-time expert advice when needed.

2. How to Contact QuickBooks Live Support?

There are multiple ways to contact QuickBooks Live support. Whether you need help setting up your account, troubleshooting an issue, or handling specific bookkeeping tasks, here are the available methods:

a. Via the QuickBooks Software

The easiest way to contact QuickBooks Live is through the QuickBooks software itself. Follow these steps:

Log in to your QuickBooks Account: Open your QuickBooks software on a desktop or mobile device.

Access QuickBooks Live: In your dashboard, look for the "Live Bookkeeping" option or the "Help" menu.

Connect to a Bookkeeper: Once you choose the QuickBooks Live option, you will be connected to an available expert, either through live chat or video calls.

b. Using QuickBooks Online Website

Another straightforward method to access QuickBooks Live is via their website. Here’s how:

Visit the QuickBooks Website: Go to quickbooks.intuit.com.

Select “Live Bookkeeping”: Navigate to the QuickBooks Live page.

Request Assistance: Click the "Get Started" button, and you will be prompted to sign in to your account to schedule a session with a bookkeeper.

c. Phone Support

While QuickBooks Live focuses on in-app and web-based support, users can also contact QuickBooks general customer service if needed:

QuickBooks Phone Number: Dial 1-800-446-8848 to speak with a customer service representative.

Availability: Phone support is available Monday through Friday during regular business hours.

d. QuickBooks Community Forum

For additional assistance, you can also consult the QuickBooks Community, which is a user-driven forum where you can ask questions and receive advice from experienced users and professionals. This can be a helpful resource if you have common bookkeeping questions that don’t require live support.

e. Email and Chat Support

In some cases, QuickBooks offers email or live chat options for users who prefer not to use phone or video calls. These features are accessible through the software's “Help” menu, where you can either send a detailed email inquiry or initiate a live chat session.

3. QuickBooks Live Support Features

Real-time Assistance: QuickBooks Live is designed to offer immediate assistance for bookkeeping tasks. Once connected, you can interact with your assigned bookkeeper in real-time, either via chat or video.

Monthly Bookkeeping Review: At the end of every month, the bookkeeper will conduct a detailed review of your accounts to ensure everything is accurate and ready for tax filing.

Customization: Whether your business is large or small, QuickBooks Live allows you to tailor your bookkeeping needs. The support is flexible, and bookkeepers adjust their services based on your industry and specific requirements.

Peace of Mind: One of the major benefits of using QuickBooks Live is the peace of mind it offers. You’re not just using software; you have access to experts who can handle the nuances of accounting for you.

4. Step-by-Step Guide to Contacting QuickBooks Live

Here is a detailed guide to contacting QuickBooks Live:

Step 1: Log in to QuickBooks

• Open QuickBooks on your desktop or mobile device.

• Enter your credentials to log in to your account.

Step 2: Access the QuickBooks Live Section

• From the dashboard, go to the "Help" or "Live Bookkeeping" section.

• Click on “Get started” to proceed with connecting to a bookkeeper.

Step 3: Choose Your Bookkeeping Need

• Specify the type of assistance you need, whether it’s categorizing transactions, reconciling accounts, or reviewing reports.

Step 4: Connect with a Bookkeeper

• Once your need is selected, you will be matched with a certified bookkeeper in real-time.

• Depending on your communication preference, you can chat or initiate a video call.

Step 5: Follow Up

• Once your session is complete, QuickBooks Live will provide a summary of the work done.

• Follow up on any additional inquiries or ask for further reviews as needed.

5. Tips for Efficiently Using QuickBooks Live Support

Prepare Your Questions: Before contacting QuickBooks Live, outline the questions or issues you need help with. This will make the session more efficient.

Schedule Regular Check-ins: Make it a habit to schedule regular bookkeeping sessions, so your financials are always in good standing.

Use the Mobile App: If you're on the go, use the QuickBooks mobile app to access QuickBooks Live from anywhere.

Keep Your Books Updated: Ensure that your QuickBooks data is up-to-date. The more current your data, the easier it will be for bookkeepers to provide accurate advice.

6. Frequently Asked Questions (FAQs)

Q1: How much does QuickBooks Live cost?

QuickBooks Live is available at a monthly fee based on your company’s average monthly expenses. Pricing starts at around $200/month for businesses with lower monthly expenses, but it can vary based on your bookkeeping needs.

Q2: Can I contact the same bookkeeper every time?

QuickBooks Live allows you to work with the same bookkeeper over time, ensuring consistency. However, if they are unavailable, you may be matched with another expert.

Q3: Is QuickBooks Live available 24/7?

No, QuickBooks Live bookkeepers are available during normal business hours. However, users can leave messages or schedule appointments for the next available time slot.

Q4: What kind of bookkeeping tasks can QuickBooks Live help with?

QuickBooks Live bookkeepers can help with a wide range of tasks, including transaction categorization, reconciling accounts, generating financial reports, and preparing for tax season.

Q5: Can I cancel QuickBooks Live at any time?

Yes, QuickBooks Live is a month-to-month service, and you can cancel it at any time without any long-term commitments.

Q6: Do I need to use QuickBooks Online to access QuickBooks Live?

Yes, QuickBooks Live is integrated with QuickBooks Online, so you must have an active QuickBooks Online subscription to access the service.

Q7: How secure is my data with QuickBooks Live?

Intuit takes data security seriously. QuickBooks Live uses secure encryption and privacy protocols to ensure your financial information is safe.

Conclusion

QuickBooks Live offers a powerful, human-centered solution for small businesses looking to streamline their bookkeeping processes. With easy access via software, web, or phone, users can rely on certified experts to ensure their financial data remains accurate and up-to-date. By following the steps and tips outlined above, you'll be able to make the most of QuickBooks Live’s features and get real-time help when you need it the most.