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Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

*Offer terms

QuickBooks Live Expert Assisted Free 30-day Trial Offer Terms: Access an expert when you add the thirty (30) day trial of QuickBooks Live Expert Assisted services (“Expert Assisted”) to your purchase of QuickBooks Online Simple Start, Essentials, Plus, or Advanced (“QBO”) subscription. You must be a new QBO customer to be eligible. To continue using Expert Assisted after your 30-day trial, you’ll be asked to present a valid credit card for authorization, and you’ll be charged on a monthly basis at the then-current fee until you cancel. Sales tax may be applied where applicable. To cancel your Expert Assisted subscription at any time go to Account & Settings in QBO and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a prorated refund; your access and subscription benefits will continue for the remainder of the billing period. 

Expert Assisted is a monthly subscription service that requires a QBO subscription and provides expert help to answer your questions related to the books that you maintain full ownership and control. An expert can guide you through QBO setup and answer questions based on the information you provide; some bookkeeping services may not be included and determined by the expert. For more information about Expert Assisted, refer to the QuickBooks Terms of Service.

QuickBooks Online Discount Offer Terms: Discount applied to the monthly price for QuickBooks Online (“QBO”) is for the first 3 months of service, starting from the date of enrollment, followed by the then-current [monthly/annual] list price. Your account will automatically be charged on a monthly basis until you cancel. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. To be eligible for this offer you must be a new QBO customer and sign up for the monthly plan using the “Buy Now” option. This offer can't be combined with any other QuickBooks offers. Offer available for a limited time only. To cancel your subscription at any time go to Account & Settings in QBO and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

QuickBooks Online Live Expert Assisted Discount Offer Terms: Discount applied to the first 3 months of Expert Assisted, starting from the date of enrollment, followed by the then-current monthly Expert Assisted list price with your QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QBO”) subscription. Your account will automatically be charged on a monthly basis until you cancel. Sales tax may be applied where applicable. To be eligible for this offer you must be an active QBO customer, new to Expert Assisted and sign up for the Expert Assisted monthly plan by calling sales at 1-800-816-4611. Offer available for a limited time only. To cancel your Live Expert Assisted subscription at any time go to Account & Settings in QBO and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

Cancellation Terms: To cancel your QuickBooks Products subscription at any time go to Account & Settings in QuickBooks and select "Cancel." Your QuickBooks Products cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period.

Tax-ready books: Live Expert Full-Service Bookkeeping doesn’t include tax preparation services or assistance with tax preparation, or assurance services. Consult a tax preparer for tax advice related to the preparation of your tax return. The Live Expert Cleanup service is from the date of your last business tax return through the end of the calendar month of first sign-up to Live Expert Full-Service Bookkeeping. For more information about services provided by Live Expert Full-Service Bookkeeping, refer to the QuickBooks Terms of Service.

Cancellation policy: There's no contract or commitment. You're free to switch plans or cancel any time.

Mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.

Usage Limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. Simple Start, Essentials and Plus allow up to 250 accounts. QuickBooks Online Advanced includes unlimited Tracked Classes and Locations. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations. Tracked Classes and Locations are not available in Simple Start and Essentials.

QuickBooks Checking Account opening is subject to identity verification and approval by Green Dot Bank.

QuickBooks and Intuit are a technology company, not a bank. Banking services provided by our partner, Green Dot Bank.

QuickBooks Payments and QuickBooks Checking accounts: Users must apply for both QuickBooks Payments and QuickBooks Checking accounts when bundled. QuickBooks Payments’ Merchant Agreement and QuickBooks Checking account’s Deposit Account Agreement apply.

QuickBooks Checking account: Banking services provided by and the QuickBooks Visa® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to license from Visa U.S.A., Inc. Green Dot Bank operates under the following registered trade names: GoBank, GO2bank and Bonneville Bank. Registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits. Green Dot is a registered trademark of Green Dot Corporation. ©2022 Green Dot Corporation. All rights reserved. QuickBooks products and services, including Instant Deposit, QuickBooks Payments, Cash flow planning / forecasting are not provided by Green Dot Bank.

QuickBooks Commerce Integration: QuickBooks Online and QuickBooks Commerce sold separately. Integration available.

FDIC insured up to $250,000: QuickBooks Checking Account funds are FDIC-insured up to the allowable limits through Green Dot Bank, Member FDIC upon verification of Cardholder’s identity. Coverage limit is subject to aggregation of all of Cardholder’s funds held on deposit at Green Dot Bank.

QuickBooks Live Bookkeeping Guided Setup: The QuickBooks Live Bookkeeping Guided Setup is a one-time virtual session with a QuickBooks expert. It’s available to new QuickBooks Online monthly subscribers who are within the first 30 days of their subscription. The QuickBooks Live Bookkeeping Guided Setup service includes: providing the customer with instructions on how to set up chart of accounts; customized invoices and setup reminders; connecting bank accounts and credit cards. The QuickBooks Live Bookkeeping Guided Setup is not available for QuickBooks trial and QuickBooks Self Employed offerings, and does not include desktop migration, Payroll setup or services. Your expert will only guide the process of setting up a QuickBooks Online account. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

**Features

Annual percentage yield: The annual percentage yield (“APY”) is accurate as of December 31, 2023 and may change at our discretion at any time. The APY is applied to deposit balances within your primary QuickBooks Checking account and each individual envelope. We use the average daily balance method to calculate interest on your account. See Deposit Account Agreement for terms and conditions.

QuickBooks Live Expert Assisted : This is a monthly subscription service offering ongoing guidance on how to manage your books that you maintain full ownership and control. When you request a session with an expert, they can provide guidance on topics including: bookkeeping automation, categorization, financial reports and dashboards, reconciliation, and workflow creation and management. They can also answer specific questions related to your books and your business. Some basic bookkeeping services may not be included and will be determined by your Live expert. The expert will provide help based on the information you provide. Note, each QuickBooks Live Expert offering requires an active QuickBooks Online subscription and additional terms, conditions, limitations and fees apply. For more information about services provided by Live Expert Assisted, refer to the QuickBooks Terms of Service. Terms, conditions, pricing, special features, service and support options are subject to change without notice. 

QuickBooks Live Expert Full-Service Bookkeeping: This is a combination service that includes QuickBooks Live Expert Cleanup and QuickBooks Live Expert Full-Service Bookkeeping.

1. QuickBooks Online Advanced supports the upload of 1000 transaction lines for invoices at one time. 37% faster based off of internal tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow.

2. Access to Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise or QuickBooks Online Advanced. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Phone and messaging premium support is available 24/7. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.

3. For hours of support and how to contact support, click here.

4. With our Tax Penalty Protection: If you receive a tax notice and send it to us within 15-days of the tax notice we will cover the payroll tax penalty, up to $25,000. Additional conditions and restrictions apply. See more information about the guarantee here: https://payroll.intuit.com/disclosure/.

Terms, conditions, pricing, special features, and service and support options subject to change without notice.

Automated payroll tax payments and filings: Automated tax payments and filing available only for state and federal taxes. Enrollment in e-services is required. Local taxes require the user to print the forms and upload it to the necessary local sites. QuickBooks Online Payroll Core does not offer local tax payments and filings. Automatic filings for state new hire paperwork available in QuickBooks Online Payroll Premium and Elite only.

QuickBooks Time tracking: Additional fees may apply. Time tracking included in the QuickBooks Online Payroll Premium and Elite subscription services. Features vary. The QuickBooks Time mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Time mobile access is included with your QuickBooks Online Payroll Premium and Elite subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.

#Claims

1. Over 70x U.S. average APY: Average interest rate: The average interest rate is based on the Federal Deposit Insurance Corporation's national rate published the week of October 16, 2023. Learn more. Terms, conditions, pricing, special features, and service and support options subject to change without notice.