Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For detailed information about Intuit Payments’ money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
Guarantees
Tax Penalty Protection
QuickBooks Online Payroll Elite offers tax penalty protection. If you receive a tax notice, promptly send it to us within 15 days of receipt, and we will cover the payroll tax penalty, up to $25,000. Please be aware that Intuit is unable to assist with notices for customers in Collections with the IRS, as IRS Collections requires direct business interaction. Additional conditions and restrictions apply. For comprehensive details, explore tax penalty protection.
Offer Terms for QuickBooks Products
QuickBooks Live Expert Assisted Free 30-day Trial
Take advantage of a 30-day free trial of QuickBooks Live Expert Assisted services (“Live Expert Assisted”) when added to your purchase of a QuickBooks Online Simple Start, Essentials, Plus, or Advanced (“QBO”) subscription. This offer is exclusive to new QBO customers. To continue with Expert Assisted after the trial, you will need to provide a valid credit card for monthly billing at the prevailing rate until you decide to cancel. Sales tax may be applicable. You can cancel your Expert Assisted subscription anytime by accessing “Account & Settings” in QBO and selecting “Cancel.” Cancellation is effective at the end of the current monthly billing cycle. No prorated refunds are provided; subscription benefits continue through the billing period. Expert Assisted is a monthly subscription service requiring a QBO subscription. It provides expert guidance for managing your books, which remain under your ownership and control. Experts can assist with QuickBooks Online setup and answer inquiries based on your provided information. Note that some bookkeeping services may not be included and are at the expert’s discretion. For complete details, refer to the QuickBooks Terms of Service.
Alt text: QuickBooks Online Live Expert Assisted service connecting a business owner with a financial expert for online bookkeeping guidance.
QuickBooks Product Offers: Free Trials and Discounts
Offers are available for QuickBooks Online and QuickBooks Online Payroll Core, Premium, or Elite (collectively referred to as “QuickBooks Products”). These offers include either a 30-day free trial (“Free Trial for 30 Days”) or a discount for the initial 3 months of service (“Discount”), collectively known as the “QuickBooks Offer.” Please note that QuickBooks Live is not included in these QuickBooks Offers.
QuickBooks Online Free 30-day Trial Terms
Enjoy the first thirty (30) days of your QuickBooks Products subscription absolutely free, starting from your enrollment date. Upon trial completion, you will be automatically charged and subsequently billed monthly at the then-current rate for your selected service(s) until cancellation. Adjustments to service fees will reflect any added or removed services. Sales tax might apply. Eligibility requires being a new QuickBooks Online customer and signing up for a monthly plan using the “Free 30-Day Trial” option. This offer cannot be combined with other QuickBooks promotions and is available for a limited period. To cancel, navigate to “Account & Settings” in QBO and select “Cancel.” Cancellation becomes effective at the end of the monthly billing period. No pro-rated refunds are given, and access continues for the remainder of the billing period. Terms, conditions, pricing, specific features, and service and support options are subject to change without prior notice.
QuickBooks Online Live Expert Assisted Discount Offer Terms
A discount is applied to the first 3 months of Expert Assisted, starting from enrollment, followed by the standard monthly Expert Assisted price with your QuickBooks Online Simple Start, Essentials, Plus, or Advanced (“QBO”) subscription. Monthly charges apply automatically until cancellation. Sales tax may be applicable. To qualify, you must be an existing QBO customer, new to Expert Assisted, and enroll in the Expert Assisted monthly plan by calling sales at 1-800-816-4611. This is a limited-time offer. To cancel Live Expert Assisted, go to “Account & Settings” in QBO and select “Cancel.” Cancellation is effective at the end of the monthly billing period. No pro-rated refunds are issued, and subscription benefits continue for the billing period. Terms, conditions, pricing, special features, and service and support options are subject to change without notice.
QuickBooks Online Discount Offer Terms
A discount is applied to the monthly price of QuickBooks Online (“QBO”) for the first 3 months, starting from enrollment, followed by the then-current monthly/annual list price. This offer is valid for QuickBooks Online, QuickBooks Payroll, QuickBooks Time, and QuickBooks Solopreneur (all tiers). Your account will be automatically billed monthly until you cancel. Service fees will adjust if you add or remove services. Sales tax may be applied. Eligibility requires being a new QBO customer and signing up for a monthly plan using the “Buy Now” option. This offer cannot be combined with other QuickBooks offers and is available for a limited time. To cancel, go to “Account & Settings” in QBO and select “Cancel.” Cancellation is effective at the end of the monthly billing period. No pro-rated refunds; access and benefits continue for the billing period. Terms, conditions, pricing, special features, and service and support options are subject to change without notice.
Alt text: Access QuickBooks Online accounting software anywhere, anytime, on any device like a laptop, promoting its flexibility.
General Offer Terms for QuickBooks
Your account will be automatically charged monthly until you cancel. Service fees will be adjusted upon adding or removing services. Upgrades or downgrades to different subscriptions will result in price changes to the current list price for the new subscription. Sales tax may be applicable. This offer is not combinable with other QuickBooks offers and is exclusively for new QuickBooks customers, available for a limited time.
QuickBooks Products Cancellation Terms
You can cancel your QuickBooks Products subscription at any time by going to “Account & Settings” in QuickBooks and selecting “Cancel.” Cancellation is effective at the end of the monthly billing period. No pro-rated refunds are provided; subscription benefits continue for the remainder of the billing period.
QuickBooks Online Payroll Terms: Employee and State Filing Costs
For QuickBooks Online Payroll, each employee (active or on paid leave) incurs an additional monthly cost: $6 for Core, $9 for Premium, and $11 for Elite. Contractor payments via direct deposit also have monthly fees: $6 for Core, $9 for Premium, and $11 for Elite. The service includes one state filing. If your business requires tax calculation and/or filing in multiple states, each additional state costs $12/month for Core and Premium. State tax calculation or filing is free for Elite. Discounts do not apply to extra employee and state tax filing fees.
QuickBooks Live Expert Guided Setup Terms
QuickBooks Live Expert Guided Setup is a one-time virtual session with a QuickBooks expert, available to new QuickBooks Online monthly subscribers within the first 30 days of their subscription. This service includes guidance on setting up chart of accounts, customized invoices, setup reminders, and connecting bank accounts and credit cards. It is not available for QuickBooks trial versions and does not include desktop migration, Payroll setup, or services. The expert guides the QuickBooks Online account setup process only. Terms, conditions, pricing, special features, and service and support options are subject to change without notice.
Multi-Company Discount Terms for QuickBooks Online
A discount is applied to the monthly price of two or more QuickBooks Online subscriptions for the first 12 months, starting from enrollment, followed by the then-current monthly list price. If a subscription is canceled and fewer than two QuickBooks Online subscriptions remain active, the remaining subscription will revert to the then-current list price. This offer applies to QuickBooks Online Simple Start, Essentials, Plus, and Advanced.
QuickBooks Online Features
Financial Features
Annual Percentage Yield (APY) for QuickBooks Checking
The annual percentage yield (“APY”) is accurate as of December 9, 2024, and is subject to change at any time. The advertised APY is paid on average daily available balances distributed across envelopes within your primary QuickBooks Checking account. Balances outside envelopes do not earn interest. Refer to the Deposit Account Agreement for complete terms and conditions.
Envelopes Feature in QuickBooks Checking
You can create up to 9 Envelopes within your primary QuickBooks Checking account. Funds in Envelopes must be moved to the primary QuickBooks Checking account’s available balance before use. Envelopes automatically accrue interest upon creation. Interest earned on Envelope funds is credited to each Envelope proportionally to its average daily balance at the close of each statement cycle. See the Deposit Account Agreement for terms and conditions.
QuickBooks Live Expert Assisted for Ongoing Bookkeeping Guidance
This monthly subscription service offers continuous guidance on managing your business books, which you fully own and control. Live bookkeepers provide assistance on topics such as bookkeeping automation, categorization, financial reports and dashboards, reconciliation, and workflow management. They can also address specific questions about your books and business. Some basic bookkeeping services may not be included, as determined by your Live bookkeeper. Guidance is based on the information you provide.
QuickBooks Live Expert Full-Service Bookkeeping: Comprehensive Solution
This combined service includes both QuickBooks Live Expert Cleanup and QuickBooks Live Expert Full-Service Bookkeeping, offering a complete bookkeeping solution.
Receipt Capture via QuickBooks Online Mobile App
Receipt capture requires the QuickBooks Online mobile (“QBM”) application, compatible with iPhone, iPad, and Android devices. Devices and data plans are sold separately. Not all features are available on mobile apps and browsers. QuickBooks Online mobile access is included with your subscription at no extra cost. Data access depends on cellular/internet availability and may experience occasional downtime. Product registration is necessary.
Alt text: Capture and organize receipts easily with the QuickBooks Online mobile app, streamlining expense tracking for businesses on the go.
Accountant Collaboration in QuickBooks Online
Collaboration features vary by QuickBooks Online plan: Simple Start allows 1 billable user and 2 accounting firms, Essentials allows 3 billable users and 2 firms, Plus allows 5 billable users and 2 firms, and Advanced allows 25 billable users and 3 firms. Accounting firms must connect using QuickBooks Online Accountant.
QuickBooks Payments for Seamless Transactions
QuickBooks Payments account approval is subject to eligibility, credit, and application review. A QuickBooks Online subscription is required. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
Mileage Tracking via QuickBooks Online Mobile App
Mileage tracking is exclusively available to the master administrator of the QuickBooks Online account and requires the QuickBooks Online mobile (“QBM”) application. The app is compatible with iPhone, iPad, and Android devices. Devices and data plans are separate. Not all features are available on mobile apps and browsers. Mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to network availability and potential downtime. Product registration is required.
QuickBooks Checking Account Details
QuickBooks Checking Account opening is contingent on identity verification and approval by Green Dot Bank. QuickBooks and Intuit are technology companies, not banks. Banking services are provided by Green Dot Bank.
Deposit Sweep Program for Enhanced FDIC Insurance
Cash balances over $250,000 in QuickBooks Checking are automatically swept from Green Dot Bank and distributed across participating financial institutions, providing up to $5 million in FDIC insurance coverage. Customers are responsible for monitoring their total assets at each institution. Learn more about participating institutions here.
Instant Deposit at No Extra Cost
QuickBooks Online includes Instant Deposit at no additional cost, a service offered by QuickBooks Payments, subject to eligibility. Standard rates apply for ACH, swiped, invoiced, and keyed card transactions. Deposits are sent to your QuickBooks Debit Card linked bank account in up to 30 minutes. Deposit times may vary due to third-party delays.
Mobile Signatures for Invoices
Mobile signatures require the QuickBooks Online mobile application, compatible with iPhone, iPad, and Android devices. Devices and data plans are sold separately. Not all features are available on mobile apps and browsers. Mobile access is included with your QuickBooks Online subscription at no extra cost. Data access is subject to network availability and occasional downtime. Product registration is required.
Pay-Enabled Invoices for Faster Payments
Pay-enabled invoices require a separate QuickBooks Payments account, subject to eligibility, credit, and application approval. Additional fees and terms may apply.
Third-Party Apps Integration
Extend QuickBooks Online functionality with third-party applications available on apps.com, subject to additional terms, conditions, and fees.
Automated 1099 E-File & Delivery
Prepare 1099s in QuickBooks at no extra charge. The 1099 E-File Service e-files Federal 1099 information with the IRS and prints and mails copies to contractors for a fee. Contractors also receive online access to their 1099s. State filing is not included; check state agency requirements.
1099 E-File Service Pricing Details
The 1099 E-File Service starts at $14.99 for up to 3 forms, with forms 4-20 costing $3.99 each, and forms 21+ being free. Early Bird pricing is available through January 16.
Accelerated Invoicing in QuickBooks Online Advanced
QuickBooks Online Advanced supports uploading 1000 invoice transaction lines at once, resulting in 20% faster invoicing based on internal tests.
Account Team Benefits with Priority Circle
Priority Circle account team benefits are exclusive to paid subscriptions. Trial customers get access to QuickBooks Online Advanced product experts.
Priority Circle for Advanced Support
Priority Circle benefits are available to customers in the 50 United States (including DC) with active, paid QuickBooks Desktop Enterprise or QuickBooks Online Advanced subscriptions. Eligibility criteria may apply. Benefits cease upon subscription cancellation. Phone and messaging premium support is available 24/7, excluding maintenance, holidays, and unforeseen events. Intuit reserves the right to change support hours and terms without notice.
Automatic Data Backup and Recovery
QuickBooks Online employs security measures like firewalls, encryption, and authentication to maintain the security of your online session and information.
QuickBooks Online Payroll Features
Payroll Automation Features
Auto Payroll for Streamlined Processing
Auto Payroll is available if employee and company setup is complete, employees are salaried or hourly with default hours and on direct deposit. Bank verification is required; the account must be in good standing, and the first payroll must be successfully run.
Health Benefits Integration
Health insurance benefits are provided by Intuit Insurance Services Inc., via a partnership with Allstate Health Solutions. Acceptance of Allstate’s terms and privacy policy is required. Intuit Insurance Services is owned and operated by Intuit Inc. and receives a percentage fee from Allstate Health Solutions.
Guideline 401(k) Retirement Plans
401(k) offerings are provided and administered by Guideline, an independent third party, not Intuit. Intuit is not a 401(k) plan administrator or fiduciary. Acceptance of Guideline’s Client Relationship Summary and Privacy Policy is required. Additional 401(k) plan fees apply. Employees manage contributions directly with Guideline; admin/payroll access is needed for signup.
Automated 1099 E-File & Delivery for Payroll
Prepare 1099s in QuickBooks at no extra charge. The 1099 E-File Service e-files Federal 1099 information and mails copies to contractors for a fee. Contractors also get online access. State filing is not included.
Expert Product Support for Payroll
Expert product support is included with paid QuickBooks Online Payroll subscriptions. Chat support is available 24/7. US-based phone support is available weekdays and Saturday. Subscription must be current. Intuit may limit call length. Terms, conditions, features, pricing, and support are subject to change.
Next-Day Direct Deposit for Payroll
Payroll processed before 5 PM PT the day before arrives the next business day (excluding weekends/holidays). Direct deposit and bank verification are needed and subject to eligibility. Delays may occur. Available for contractors for an extra fee.
Same-Day Direct Deposit for Payroll Premium and Elite
Same-day direct deposit is for QuickBooks Online Payroll Premium and Elite users. Payroll processed before 7 AM PT arrives the same business day (excluding weekends/holidays). Direct deposit and bank verification are required and subject to eligibility. Delays may occur. Available for employees only.
Workers’ Comp Administration Integration
Workers’ comp benefits are powered by NEXT Insurance and require acceptance of their privacy policy and terms of use. Additional fees apply, including a monthly fee for QuickBooks Online Payroll Core users. Workers’ Compensation Service requires an active payroll subscription. Eligibility criteria apply. Not available in OH, ND, WA, and WY.
HR Services Support
HR support is provided by experts at Mineral, Inc., requiring acceptance of their privacy policy and terms of service. HR support center is for QuickBooks Online Premium and Elite subscriptions. HR advisor support is only in Payroll Elite. HR support is not for accountants calling on behalf of clients.
Expert Review for Payroll Premium and Elite
Expert review is available upon request for QuickBooks Online Payroll Premium and Elite users.
QuickBooks Time Mobile App Integration
The QuickBooks Time mobile app works with iPhone, iPad, and Android devices. Mobile access is included with QuickBooks Online Payroll Premium and Elite subscriptions. Data access is subject to network availability and potential downtime. Product registration required.
Expert Setup for Payroll Elite
Expert setup is exclusively for QuickBooks Online Payroll Elite users.
24/7 Expert Product Support for Payroll Premium and Elite
24/7 customer support is included with paid QuickBooks Online Payroll Premium and Elite subscriptions, including 24/7 chat support and phone support during extended hours. Intuit may limit call length. Terms, conditions, features, pricing, and support are subject to change.
Automated Tax Payments and Filings for Payroll
Automated tax payments and filing are available for state and federal taxes. Enrollment in e-services is required. Local tax automation is for QuickBooks Online Payroll Premium and Elite only.
QuickBooks Workforce for Employee Access
QuickBooks Workforce is available to employees and requires an Intuit Account and acceptance of Intuit’s terms of service and privacy statement.
Garnishments and Deductions Management
Garnishments and deductions are available for employees only. Users are responsible for setting amounts and making payments to the appropriate entity.
Claims Regarding QuickBooks Online Payroll
Run Payroll in Under 5 Minutes
QuickBooks Online Payroll allows customers to view and approve payroll in under 5 minutes on average, based on a 2018 Intuit survey.
Product Information for QuickBooks Online
QuickBooks Live Expert Full-Service Bookkeeping Details
QuickBooks Live Expert Full-Service Bookkeeping cleanup services cover from your last business tax return date (or incorporation date if more recent) through the month before signup. Services include bookkeeping updates, bank/credit card connections, transaction categorization, bank reconciliation, balance sheet account reconciliation, and summary reports.
Cleanup completion typically takes 30 days after document submission. Ongoing services include QBO feature overview, customer/vendor setup, report assistance, chart of accounts setup, bank connection assistance, expense classification, data importing, and bookkeeping practice assistance. Some basic services may not be included.
QuickBooks Live Expert Cleanup Service Scope
QuickBooks Live Expert Cleanup covers bookkeeping records up to your last tax filing. A prior tax return copy is needed before cleanup begins. Cleanup completion is usually within 30 days after document submission, but may vary.
Tax-Ready Books with QuickBooks Live
QuickBooks Live Expert Full-Service Bookkeeping does not include tax preparation or assurance services. Consult a tax preparer for tax advice. Live Expert Cleanup covers up to the month of signup.
Flexible Cancellation Policy
There is no long-term contract; you can switch plans or cancel QuickBooks Online at any time.
Mobile App Compatibility
QuickBooks Online mobile apps are compatible with iPhone, iPad, and Android devices. Mobile access is included with your QuickBooks Online subscription.
Usage Limits for QuickBooks Online Plans
QuickBooks Online Advanced offers unlimited Chart of Account entries, while Simple Start, Essentials, and Plus allow up to 250 accounts. Advanced also has unlimited Tracked Classes and Locations; Plus has up to 40 combined. Tracked Classes and Locations are not in Simple Start and Essentials.
QuickBooks Payments and QuickBooks Checking Account Bundling
Users must apply for both QuickBooks Payments and QuickBooks Checking accounts when bundled, and agree to their respective terms and agreements.
QuickBooks Checking Account Banking Details
QuickBooks Checking banking services and debit cards are provided by Green Dot Bank, Member FDIC. Green Dot Bank operates under registered trade names including GoBank and GO2bank. Deposits under these names are aggregated for FDIC insurance. QuickBooks products and services are not provided by Green Dot Bank.
Deposit Sweep Program for Extended FDIC Coverage
Balances over $250,000 are swept from Green Dot Bank to participating institutions for up to $5 million in FDIC insurance coverage. Customers must monitor their total assets at each institution.
#Claims Verified for QuickBooks Online
1. Get Paid 5 Days Faster with Intuit Assist Invoice Reminders
Intuit Assist invoice reminders help users get paid 5 days faster on average compared to standard reminders, based on a Jan-Aug 2024 Intuit Assist Beta study. Not available in QuickBooks Online Advanced.
2. Over 40x U.S. Average APY with QuickBooks Checking
QuickBooks Checking offers over 40 times the U.S. average APY, based on the FDIC national rate from October 16, 2023. APY is subject to change.
