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QB Assisted Bookkeeping Tests

Intuit has begun testing QuickBooks Live Assisted Bookkeeping. It’s the latest development since Intuit introduced QB Live Bookkeeping, full-service bookkeeping in 2019.

Intuit describes Lived Assisted Bookkeeping as a “do-it-with-me experience” for businesses that wish to manage their own books. It involves the same concept as the original TurboTax Live in which users can connect with an expert.

The tests involves a “few hundred small business customers” not attached to a ProAdvisor or accounting professional. However, Intuit says on input from these organizations it expects to make the available in a few months. 

It will not market the service to any business connected to a ProAdvisor or accountant.

Customers subscribe to Assisted Bookkeeping by using the Live Bookkeeping tab in the QuickBooks left navigation bar. Once subscribed, business owners can utilize the tab to submit a request for a call from an expert.

Members of the assisted team are Intuit employees, and QB Online or Online Advanced Certified ProAdvisors and professionals with active certifications, experiences managing books and a bachelor’s degree in accounting/finance.

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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