Run custom reports based on your tags for an instant view of insights that matter most to you. QuickBooks gives us real-time insight into our business operations and I appreciate that as it allows us to be more productive. The software is very easy to use, even for people who do not have an accounting background. Bench is similar to QuickBooks Live Bookkeeping in many ways.

You can also learn how to use accounting software, like QuickBooks, which can teach you about the basics of bookkeeping as well as the technology used by many businesses. QuickBooks Live Bookkeeping is real-time, live bookkeeping support from a QuickBooks-certified bookkeeper (also known as a QuickBooks ProAdvisor). Broadly, a bookkeeper’s job is to manage the books by keeping track of day-to-day business finances. Bookkeeping professionals have their own expertise based on the types of businesses and industries they serve.

What is bookkeeping?

A business must have bookkeeping processes and policies that keep company records up-to-date and accurate. For example, business owners must be diligent about keeping personal and business finances separate. In addition, smaller businesses may use single-entry bookkeeping, while larger businesses are more likely to use double-entry bookkeeping. As a bookkeeper, you may need to help the business learn the best practices to keep their financial records up to date and organized. Bookkeeping is a part of the accounting process that involves recording financial transactions. This could include how a business tracks client invoices, bills, receipts, or other purchases.

All your data is in one place so you’ll always have access to the latest data even with multiple collaborators like your bookkeeper or your accountant. Although QuickBooks Live Bookkeeping offers “full-service” bookkeeping, some tasks often fall to in-house or outsourced bookkeepers that aren’t included in the service. And keep in mind this service won’t make tax filings on your behalf, so you’ll have to handle that separately. If you’re interested in becoming a QuickBooks Live bookkeeper, Intuit can provide you with the tools necessary to learn bookkeeping and accounting skills and get certified. Get started by signing up for the Intuit Bookkeeping Certification program today.

1. There are no long-term contracts, so you can switch or cancel your service at any time without incurring fees.
2. A virtual bookkeeper must meet the same educational requirements as an in-house or in-person bookkeeper.
3. QuickBooks Live connects bookkeepers with small businesses that need help doing their books.
4. As more people move to working from home, freelancing, or starting their own businesses, you may want to learn how to become a virtual bookkeeper.

Powerful products for you and your clients

Bookkeeping may also include the creation of financial statements and processing payroll. There are different types of bookkeeping services available, depending on the time and money investment you want to make. If you’re thinking about hiring a bookkeeper or want to clean up your business books, there are different bookkeeping types that can suit your needs.

Intuit Talent Acquisition

You will need to learn how to start a bookkeeping business in your location, such as how to file for a license if you choose to have an in-person office. A client’s financial activities will include all transactions related to their income and expenses and a bookkeeper is responsible for recording all of these transactions accurately. Some bookkeepers may also have to facilitate financial transactions and ensure  transactions are legally compliant. Bookkeepers offer support to several organizations, including small businesses, nonprofits, and corporations. They are vital to managing a business’s finances by documenting transactions, generating reports, and assisting with accounting efforts. See website for more details.1 QuickBooks Live Expert Assisted2 QuickBooks Live Expert Assisted requires QuickBooks Online subscription.

For small businesses

If you invoke the guarantee, QuickBooks will conduct an evaluation of the Live Bookkeeper’s work. At your request, QuickBooks will conduct a full evaluation of your bookkeeper’s work. If your Live Bookkeeper makes reversing entries an error that requires you to re-open your books for any month, we’ll correct the error in your books for the month that the error occurred at no additional charge. When comparing accountants and bookkeepers, know that an accountant may also be a bookkeeper.