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How to Choose the Right Bookkeeping Services?

How to Choose the Right Bookkeeping Services?

When you are on the verge of beginning your business, it is of great importance that you fine-tune all your financial and marketing strategies. As an individual professional of a small business with high commitments to meet, it is of tremendous help if you hire a bookkeeper who keeps a record of all your finances, manages your bills and invoices, and keeps your earnings and expenses balanced. No doubt, handing over the accounts work to a bookkeeper provides you with ample opportunities to give your time to other important business decisions. Moreover, it also reduces the risk of error that you might do in hurry. In this article we will discuss about best Bookkeeping services.

Make sure to read this article till the end for any further details. However, you can also get in touch with our technical support team in case you require our assistance. Give us a call at +1-844-405-0907 and get all your queries resolved by professionals immediately.

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Tips to find the Best Bookkeeping Services

Proper bookkeeping management is not just important in order to comply with the federal laws and tax regulations but is a good opportunity to understand the business operations and financial operations and figure out the ways to invest and earn more. You need to make sure that you do not fall into the trap of poor accounting else your business is bound to fail, making it quite unavoidable. So, it is necessary to find the bookkeeper but how are you going to do it. Below are some ways which can help you find the right bookkeeper for your organization:

Hiring an Employee:

Hiring a dedicated employee for bookkeeping work of a business is a good way to keep a control of your finances and its related things. It is obvious that without expertise, it is difficult for businesses to manage bookkeeping properly and with the right accounting software, the work gets quite easy.

But if a business fails to hire an employee, then it is like a true disaster for a business handling bookkeeping without any expertise. Moreover, if you have an internal bookkeeping staff, you will soon realize that it is subjected to a myriad of information security, errors, mistakes and frauds which can take place while doing financial entries. So, when hiring a bookkeeper, make sure that you keep an eye on him and related circumstances.

Hiring a freelancer for Best Bookkeeping Services:

When a businessman thinks of hiring a freelancer, many questions pop up in his mind which includes the qualification of the freelancer, his reliability, experience, track record and much more. Insurance, license and certification are three important things a freelancer needs to possess and these things need to be investigated before hiring a freelancer.

If your freelancer makes a mistake while working, there are chances that at the end, you are left with no option. Along with this, it is also necessary that you provide an adequate oversight in order to prevent serious mistakes and accounting mismanagement on the freelancer’s part.

Competent freelancers do exist in the market but you are required to be very diligent to find the right one for your business. Your bookkeeper should know how one can balance and manage books at the same time while providing an insight into the problems he is facing. So, make sure that the freelancer is equipped with relevant resources to keep the things in place.

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Value for Money:

When looking for a freelancer, make sure that you have got a custom quote fixed which implies that you value money. Prices can vary from person to person depending on their experience and reliability, but you need to choose the one that suits not just your requirements but also budget, obviously with no hidden costs.

Prefer personalized service:  

Make sure that the bookkeeping service you choose is well-experienced and is willing to work for you with complete dedication. Also, it is necessary that they meet your specific expectations. This is an assurance that you prioritize your business, and are respectful of your time. Also, ensure that the bookkeeping service understands the goals and objectives of your business, which will help them do the work accurately.


A dependable service provide is the one who is readily available even throughout the peak hours of demand. A great, customized client service is necessary for lasting health and wellness, professional relationship. Additionally, it will provide you the self-confidence of holding trust fund on the provider. However, large bookkeeping corporations are reliable, but the majority of the moments they fail to provide personalized services. If you are seeking a devoted representative choose a local business.

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Final words..!

There are many bookkeeping services which manage daily accounts for a variety of business at that you are required to employ CPAs for management roles to counsel the bookkeeper if he/she falls into a problem. Since the bookkeeping service providers work with various clients with different requirements and expectations, you may also get the right bookkeeper for your business as well who has a well understanding of your business and expectations. Moreover, such providers have great linkages in the industry which you can also leverage to expand your connections. This method of leveraging connections will benefit your business in the long run.

In addition to all the above aspects and benefits, a bookkeeping service will also identify potential risks and opportunities for your business. Thereby ensuring the integrity of your accounting and financial data.

Hire a Certified bookkeeper

We, at Hostdocket, provide you with accurate bookkeeping services. Our services give you a true value of investing your time and money. We have a team of experienced and understanding professionals who dedicatedly work for your business. Many thanks for visiting here.

Read also: Important Tips for Reconciliation in QuickBooks


For any kind of further information pertaining to accounting & bookkeeping or any kind of other accounting problems. you can speak with our Intuit QuickBooks certified proadvisors and U.S based best accountants and CPA’s at our helpline number .i.e. +1-844-405-0907.


FAQs Related to the Best Bookkeeping Services

How do I choose a bookkeeping service?

Availing of a bookkeeping service can help you in maintaining your accounts properly. It is a must to learn about the certification and licensing before you choose a bookkeeping service.

What are the three types of bookkeeping?

The three types of bookkeeping include, cost, managerial, and financial. These are essential for a healthy functioning of business.

How to do easy bookkeeping?

For easy bookkeeping, you can simply purchase QuickBooks accounting software. Or you can also connect with our accounting professionals at +1-844-405-0907.

What are the 5 accounts in bookkeeping?

The 5 Types of Accounts in Financial Accounting
Income (Revenue)

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7 Reasons Why You Need To Upgrade to QuickBooks Point of Sale (POS)

7 Reasons Why You Need To Upgrade to QuickBooks Point of Sale (POS)

Reasons Why to Choose QuickBooks Point of Sale?

There are many benefits of integrating QuickBooks POS into your business’s account management. It is not only highly efficient is recording sales and inventory data, but also helps saves a lot of time. Read on to know why it is worth your trust. Upgrading your QuickBooks to QuickBooks Point of Sale is now a new need for the businesses. The reason behind this can be judged by knowing its benefits. If you are running a business, you may be aware of the fact that in a business, the amount generated and invested in a specific time span is really important as many other things and processes of a business are based on this.

Thus, tracking money flow gets really crucial for a small as well as an established business. For this, the best way is to get reliable software which is QuickBooks Point of Sale. QuickBooks POS is cloud-based software which is perfect for managing the orders and inventory flow. The software allows you to store your data anytime and from any time and yes, you can also access it from anywhere and from any device. For more details, stick around this piece of writing till the end, or you can further get in touch with our technical support team at +1-844-405-0907, and they will help you with your queries further.

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Few Highlighted Benefits of QuickBooks Point of Sale

If you are an owner of the online retail business, then it is highly recommended to get cloud-based software such as QuickBooks Point of Sale. There are many benefits of integrating QuickBooks Point of Sale with your business as it not just helps manage inventory and orders but also saves your time. Some of its highlighting benefits are as below:

✔ Meets Requirements of the industry

There is no doubt in the fact that QuickBooks is a great solution for any business for effectively managing the financial processes of a business. It is not just a robust inventory tool but also a sale data tool which helps you meet the specific requirements of your business. There are many additional benefits as well and they come with additional cost, so it depends on you whether you want to upgrade or stay with the same version and limited services. QuickBooks Enterprise also has a number of modules such as wholesale, management, manufacturing, contractor, retail, inventory and many more.

✔ Scalable to the particular needs of a business

When you are running a business, it is important for you to have scalable software like QuickBooks Enterprise. But with the development and we should say, growth of a business, the employee number also increases. QuickBooks Point of Sale is one such software which helps you get the administrative control of the QuickBooks file by allowing up to 30 users at the same time. Thus, it gets easier for the employees to access the relevant activities and information about the business, whenever required.

✔ Improved Workflow

With QuickBooks Enterprise comes the improved workflow as the software helps reducing errors, decrease duplicate efforts, save time and save money. There are many systems in a business that can be easily integrated with QuickBooks for better results and these systems include contact information synchronization, CRM and proprietary systems.

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✔ Can handle big sized files

QuickBooks software boasts of managing a capacity of a huge amount of data and it is obvious that with the growing age and intensity of a business, data also increases which needs to be stored together safely. The software can easily manage the files up to the size of 1 GigaByte. Moreover, as a user, you can track over 1 lakh customers, vendors, employees, and inventory items.

✔ Significant Cost

For a business, money and time are the two most important factors which cannot be declined. QuickBooks software has been designed for handling complex accounting requirements in a short span of time. Unlike other software, QuickBooks completes the work in time and does not take long to complete the version. When you get QuickBooks POS, then you are allowed to customize the system in order to fit it as per the business requirements. You can also get some add-ons though they are available with additional cost.

✔ Advanced tracking and reporting inventory system

With QuickBooks Enterprise, you get access to generate specific sample files, reports and account charts. Its advanced reporting systems allow you to keep all kind of reports including consolidated reports and company files. In addition to this, you can also customize these reports according to business’s particular requirements.

✔ Easy to use

QuickBooks Enterprise is not just easy to understand but also easy to handle and work on. It comes with enhanced functionality which makes work simpler and swifter. The Advanced Inventory module of the software allows you to track the inventory at and from different locations anytime. Using the bar-coding capabilities, the systems are enabled to track inventory by location.

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Final Words…!

Thus, all these benefits ensure that a QuickBooks Point of Sale makes business more efficient. From checking inventory to sales and tracking the inventory and some of the amazing features of this software. It is necessary for a business to upgrade to QuickBooks POS in order to boost the growth of their business. QuickBooks has a wonderful POS system.

By incorporating it with the QuickBooks software already at the workplace, you conserve time, money, as well as headaches. These given 7 reasons will speed up every area of your business. If you need additional details or have an interest in purchasing QuickBooks Point of Sale, get in touch with Pro Accountant Advisor today! For instant QuickBooks Support or any help related to QuickBooks software feel free to call us at +1-844-405-0907.


FAQs Related to Upgrade to QuickBooks Point of Sale

Will QuickBooks POS be discontinued in 2023?

On October 3rd, 2023, QuickBooks desktop point of sale and the following connected services will be discontinued. This includes: QuickBooks POS payments, QuickBooks POS gift card service, Mobile sync, Intuit store exchange, etc.

How do I update my QB POS?

This can be done using the steps below:
1. Head to the help menu and choose check for software updates.
2. In case you are on an older release, allow point of sale to update.
3. In case an error occurs during update, go to the product updates page and perform the onscreen instructions to run a manual update.

Can you use QuickBooks as a POS system?

QuickBooks POS system is ideal for small businesses. It tends to be a mismatch for restaurants and cafes.

How do I upgrade to QuickBooks 2023?

You can upgrade to QuickBooks desktop 2023 using the steps below:
1. Open discovery hub
2. Choose upgrade to QuickBooks 2023
3. Click on proceed to upgrade and click on upgrade now.
4. Now, click on keep old version on my computer.
5. Click on open QuickBooks

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How to Set-up a contract to ensure your Invoices get paid – On Time?

How to Set-up a contract to ensure your Invoices get paid – On Time?

QuickBooks is one of the best bookkeeping and accounting software available in the market. Shrewd businessmen know that when we set-up a contract is important to maximize the chances of getting paid in a timely manner. In this post we will discuss about set up a contract to ensure your invoices. A well-structured contract will get over a large range of set expectations, variables, and keep you encrypted in the event of the disagreement in your business relationships. When a contract is in and of itself, it does not guarantee that your invoice will be paid or breach of contract happens. It can help you in better legal protection if in case your client does not pay an invoice.

In this post, we are going to discuss the complete procedure to set up a contract to ensure your invoices get paid on time. Thus, make sure to stick around this piece of writing till the end. Or you can also reach out to our Certified ProAdvisor for any queries related to QuickBooks. Ring up to us at 1-844-405-0907, and our technical team will clear all your clouds of confusion.

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8 Things Every Contract Must Include

If something is important to your success in business then include it as a provision in your contracts. Below we have discussed 8 things every contract should have:

  1. The exact work to be delivered
  2. Important deadlines
  3. Rules for revisions
  4. Contact information
  5. Termination Clauses
  6. Intellectual rights & release information
  7. Payment terms
  8. Shipping terms

We know that every business is unique and it’s better to ask for assistance from your contract lawyer to lock down the specifics of your contract to ensure that it will hold up in court in the worst scenario.

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1. The Exact Work to Be Delivered

  • If you also provide digital services then specify the wanted length of an eBook or article, the total number of Web-pages have to be designed or the number of a tease for a logo.
  • As a landscape designer, keep in detail how many plans you will finish and whether the gets client gets to keep them.
  • Interior designer may indicate which rooms will be taken out and how many furniture options will be provided for each.

2. Important Deadlines

  • Make a deadline for the completed work product but also include milestones on the way to keep the team under the thumb.
  • Do not overlook adding in dates for deliverable which client will provide like background documents, brand guides and samples.

3. Rules for Revision and Edits

Sometimes, even with your best efforts, you cannot hit the mark on some products. If you are a service provider who wants to ask changes, this part of the contract will detail how many revisions will be included in the genuine scope of the task and how will you manage additional requirements, should they arise.

4. Contact Information

Confirm your chosen method of contract and ensure that you have a day-to-day contact on the client side and the information on other team members who will be approving/reviewing your work.

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5. Termination Clauses

  • Describe how much attention which party needs to give if one of you decides to suspend the task.
  • This protects both sides: It neglects to leave the client in the lurch and then provides them more than enough time to find another provider if you do not want to continue work with them and safeguards your income so that they do not disappear without prior notice.

6. Intellectual Right & Release Information

  • Mention copyrights, details on who owns any intellectual property which is created.
  • An indemnity clause is dependent on whether you may quote completed work in your personal portfolio plus other relevant issues related to legal rights.

7. Payment Terms

Answer the questions mentioned below when you are preparing payments terms for your contracts:

  • How swiftly do you need to get paid to make sure plenty cash flow or working funds?
  • Does getting salaried early justify offering an early pay concession?
  • What will happen if you don’t get paid on time?
  • Will you be charge interest?
  • Will you withhold the past due balance from future orders?
  • Will you take the product back?
  • Will you decline future shipment until payment is made?

Payment terms can be both simple and complex. Prepare payment terms in such a manner that you will get paid on the terms which can best protect your business and be crystal clear about what steps should be taken in the situation when you are not going to get paid.

8. Shipping Terms

If in case your services indulge logistics which is the situation with a large range of businesses from retailers to builders, it’s mandatory to address such shipping terms in your contract:

  • When is the product going to be delivering?
  • Who is accountable for paying for shipping costs?
  • Who is responsible for any damage that occurs when the products are in shipment?
  • When does the being paid party take title to the goods?
  • Should the receiving party have a chance to examine the goods for conformance upon receipt? How long should that examination phase be?

Now, let’s discuss what these contracts are, their benefits and things to take care of when using each variety of contract.

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3 Types of Contracts to Robust Your Business Goals

When it comes to set up a contract to ensure your invoices then one size does not fit all. That is why you will want to set up your contract which works best for your business and fulfills the needs of your client.

The 3 most common contract constructs are:

  1. Retailer Contracts
  2. Hourly Contracts
  3. Project Based Contracts

Before performing the process to set up a contract to ensure your invoices, let us understand what are the types of contracts mentioned above, their benefits and the things to be taken care of in each type of contract?

1. Retainer Contract:

What it is: A retainer is a large sum paid to a provider which basically serves rent for your services for a specific amount of time each month. Your client will pay a fee upfront, assume $3,000, and you’ll bill against that amount for your services, depending on an hourly rate. This agreement works well if you regularly do a variety of work for a client that requires a different skill set.

Benefits: This type of agreement allows both the service provider and client to budget without surprises and without having to devote time every month to make a scope of work. Plus, it means that you as a service provider will know that you need to be left to that single client for some period of time every month so there’s no need to fill up your calendar just when they need you.

Things to be taken care of: You will want to line out what happens when you’re deadline goes over and under, with a retainer agreement. Let’s take an example, your client is on vacation and ignores 2 calls and 1 release. Should you apply that amount to the coming month or make additional work to make up the difference? Ensure that your contract includes clear expectations for how to handle this situation and a plan for when you will alert the client which you are nearing the limit of the retainer.

You will want to watch for scope creep”, which mainly happens when projects expand. Lets us understand with an example, sometimes a client may come to a builder with a variety of change orders once they see their home materializing, or decide that they don’t like the cabinets after all, which can lead to costly delays. Or, a customer may ask an interior designer to “just take a quick lookat another room while you are presenting concepts for a kitchen or change their mind and request color of blue when they had specific shades of yellow. Now, how you will handle scope creep, like whether you will maximize the retainer or project fee or bill hourly.

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2. Hourly Contracts:

You will be billing for your services on as decided hourly rate. Some freelancers prefer to bill different services at different rates, for the example, client meetings are billed at less than writing work or strategy bills maximum than research. Ensure that your contract is specified on the rate, including a cap if needed.

Also make sure to track your time carefully, so that you can provide a complete project summary on the bill of how much time was spent on what tasks.

Benefits: Scope creep is specially eliminated in an hourly-based agreement as the client is literally getting what they are paying for.

Things to be taken care of: Hourly work can immediately escalate without the client realizing it, creating a surprise bill. Discuss the limits of agreed-upon for hourly work with your client, and ensure to keep them in the loop as you reach the cap. Then they have the choice of prioritizing the work to stay below the ceiling or allowing you to continue to bill.

3. Project-Based Contracts

This type of contract depends to a specific scope of work; for the example, building a deck or installing new features.

Benefits: Project-based contracts clearly denote the scope of work and allow you to remain focused on one agreed-upon goal. It also gives a perfect reason for trying out a client and vice-versa, to ensure that your work styles and expectations are comfortable. As the project is over, you can agree to part ways or decide to work on a new project.

Things to be taken care of: Parameters and work products must be clearly and completely described so that there could be no confusion on what exactly the deliverable are. In other words, check how many design meetings you will hold and exactly what materials will be included. Will you clean up a work-space every day or at the end of the job?

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4 Important things to consider when dealing with the set up a contract to ensure your invoices get paid timely

As a business owner, your #1 goal is to get paid. In case if you have experienced that client is not paying on time before then you may be shocked to learn that making “Payments” section of your contract is clear as water and can help you ensure that you get paid in a regular period of time.

Here is what payment information you must include in your contract:

1. Payment Methods:

Your customer may have told you how they typically pay their partners, or you can let them know if you have a preference. Note that the easier you make it pay you, the quicker your client is likely to pay.

That is why it’s important to accept large types of payment methods on your invoice, from checks to credit card.  Another popular choice is an automatic bank transfer, known as Automated Clearing House (ACH), where money moves directly from the customer’s bank to your bank. QuickBooks also has a feature as Pay Now button on your invoice which can actually make payment process up to two times faster.

2. Payment Terms:

This tells your client to understand when the bill is pending. The most common term is “Net 30” and it means that the customer must pay within 30 days. But you can also specify other terms. Always add a deadline to your invoice hence the clients get busy too and they want to know when they have to pay to you.

3. Late Fees:

Most of the clients are bound to pay on time, but if a payment is unpaid then this can lead to a disaster on your budget. That’s the reason it is considered smart to allow the customer to know up front that you will be applying for a late charge if their account goes 30 days past.

You can select to add a surcharge or make it a percentage of payment. Let them know if you have planned to pause work if they do not want to pay in a certain period of time. Even though many contractors do not want to stop work and you may find it to be an exceptional method for reminding clients which need to pay.

4. Installment Invoicing:

Do not wait until the end of the project for payment? It is great to build in payment milestones all along the way. QuickBooks Invoicing feature gives freedom to invoice in installments, as specified in your contract with your customers or clients. That is helpful generally for a project-based task where you might want to bill a percentage up front and then in some increments along the way as you hit projected milestones. QuickBooks will automatically track payments to show what you have collected and what is still outstanding to ease your accounting.

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I hope with the help of this post you have set up a contract to ensure your Invoices to get paid on time. For any kind of queries you can get in touch with our QuickBooks help team anytime at 1-844-405-0907. Our certified ProAdvisor are always ready there to assist you.


FAQs Related to Set-up a contract to ensure your Invoices get paid – On Time

Can you create a contract on QuickBooks?

QuickBooks contract management is a cloud based software designed by Intuit to help businesses in managing their contracts and records. Using this, you can set up a contract to ensure your invoices get paid on time.

How do I track time and invoice in QuickBooks?

In order to turn on time tracking, you can perform the below steps: 
1. At first, go to get paid and pay, and further choose time. 
2. The next step is to select why you want to track hours. 
3. You now have to choose if you want basic time tracking in QuickBooks online or if you want to try a QuickBooks time account with more time tracking features.

Does QuickBooks automatically apply payments to invoices?

You can choose automatically apply payments, in case you want QuickBooks to automatically apply a customer’s payment to the outstanding invoices. In case the amount received is less than the customer’s outstanding balance, then QuickBooks applies the payment to the oldest invoices first. 

Can you make a receive payment transaction recurring in QuickBooks?

For this, you need to perform the steps below: 
1. At first, open an existing transaction. 
2. Now, choose make recurring in the footer of the form, to create a template. 
3. In case you opened an invoice, you can choose automation and then go for recurring invoice.


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Why QuickBooks Pro is the Best Accounting Software for Small Businesses?

Why QuickBooks Pro is the Best Accounting Software for Small Businesses?

There are many accounting software are available in the market such as Xero, Wave and many more. But QuickBooks is one of the most demanding software which is like favorite of all the businesses. Being able to do the complex bookkeeping tasks of a business it has become highly popular among everyone. Known for simplifying the tasks, QuickBooks has many versions and one among the popular ones is QuickBooks Pro Software which is right for the small and medium sized businesses. In addition to this, QuickBooks also has an online as well as an offline version for the convenience of its users. The online version of the software is accessible from various locations and from any device.

QuickBooks Desktop Pro

Moreover, various versions including QuickBooks Pro allow multiple user advantages which ultimately make the work easier for the organizations. To find out whether QuickBooks Pro is an ideal accounting software for your business or not, give us a call at +1-844-405-0907, our technically sound QuickBooks professionals will help you with your queries.

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Reasons to invest in QuickBooks Pro Software

So, in case you are evaluating the various versions, we would suggest you to go with QuickBooks Pro. Here are the reasons:

  • A simple, robust and a great solution for the businesses that solves various needs of the businesses. As mentioned earlier, QuickBooks Pro allows three simultaneous users at the same time.
  • The software does inventory part tracking, invoice tracking, expenditure tracking, time and mileage tracking. And records all the banking activities such as deposits, withdrawals, credits, bank charges, paychecks, online banking, bank reconciliation, credit card charges, and much more.
  • It keeps a regular track of the receivables and the revenue which includes credit memos, statements, sales receipts, receive payments, and prepare invoices and bills.
  • Keeping a regular track of all the payables and expenditures such as purchase orders, item receipts and pay bills. The software ensures that the revenue of the business is not wasted in any case. This is how the software keeps track of accounting processes of a business.
  • Job costing, calculating sales tax, paying taxes on time, handling multiple currencies, maintaining price levels, running as per the defined budget, and do financial reporting are all the major tasks of the software which helps a business grow while keeping track of every single penny spent and generated.

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Various Advantages of QuickBooks Pro Software

Along with these reasons, there are various advantages of QuickBooks Pro as well which makes it essential to own the software:

  • QuickBooks Pro automates Point of Sale and manages various credit and debit transactions from your bank account. This also includes sales tax and invoicing. Moreover, the software can also be integrated into the process of accepting payments which will make it possible and quite easy to capture all the payments and analyze them.
  • With a range of automated features, QuickBooks Pro manages and tracks expenditure of a business. It has specified tools for keeping track of the outstanding bills and payments. Allowing the user to directly print the checks from the software, it keeps track of the payments in an innovative way. It has tools for tracking inventory items which enables it to track inventory at multiple locations.
  • If you won a business outside your currency or your business is international, then you have a great benefit of the software. As it tracks both income and expenditure in more than one currency.
  • QuickBooks Pro produces automated documentation for invoices, reports, business plans and much more. As all these are modeled as templates in the software. You can either use default templates or create your own for producing documentation that suits to your business needs.
  • QuickBooks is primarily a tool captures accounting and financial data and play a central role to all the long-term operations of a business which ranges from sales to planning. The data captured by the software is of great value and produce tailored reports which can be used in making future planning decisions.

With all the above benefits and functions, it is ensured that QuickBooks Pro not only keeps the accounts of a business in order but also plays a key role in the direction that one can choose for the business. All these features make QuickBooks Pro, must-own software.

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I Hope, this informative article will surely help you to choose QuickBooks Pro as a business tool. If you have any query or you want to know more information about this software tool or you are planning to buy this software feel free to contact our QuickBooks Technical Support Number that is +1-844-405-0907 and speak with experts.


FAQs Related to QuickBooks Pro

Why is QuickBooks better for small business?

QuickBooks online automates tasks, ultimately making accounting less time-consuming and less stressful for small businesses. With the help of this software, you can send recurring invoices and payment reminders, sync data from bank and credit card transactions and reconcile expenses.

How much does QuickBooks Pro cost?

QuickBooks desktop pro ranges from $549.99 per user to $749.99 per year for two users. And $949.99 per year for three users.

What’s the difference between QuickBooks and QuickBooks Pro?

QuickBooks desktop pro allows a few more calculation features than online. In QuickBooks Pro, you can calculate and rebill jobs costs and further calculate discounts by customer.

What is QuickBooks Pro?

QuickBooks Pro usually allows automated payments and deposits from the linked bank account and further manage the employee payrolls via a single application.

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How to Setup Comprehensive guide to add an EIN to Existing Payroll Subscription?

How to Setup Comprehensive guide to add an EIN to Existing Payroll Subscription?

Understand how to add an EIN to an existing QuickBooks desktop Payroll account

QuickBooks accounting software has helped millions of small and mid-sized business owners in managing their accounts and records effectively. A few Add-ons to the software can make it one of the most useful accounting software to another level. One such tool that the user can add to the existing QuickBooks Payroll subscription is EIN. Many QuickBooks users find it troublesome to add EIN to QuickBooks payroll. Thus, we have come up with this article, where we will be discussing the step by step process to add EIN to QuickBooks Payroll Basic, Standard or Enhanced subscription.

However, for expert assistance, do not hesitate in speaking to our QuickBooks payroll technical support team via our toll-free number i.e. +1-844-405-0907. Our team will be there to assist in you in a single call.

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Requirements and Limitations:

Well, there are certain requirements, as well as limitations for adding EIN to QuickBooks payroll. Below is the list of essential requirements and limitations.

  • The user will have to use the same registered copy of QuickBooks Desktop on the same machine, in order to process payroll for all companies on one payroll subscription.
  • QuickBooks Desktop Payroll is programmed to support just one company data file per EIN. If you try to use more than one company files under the same EIN and payroll subscription, you may encounter errors.
  • The contact details and QuickBooks Desktop payroll administrator for the payroll subscription will be the same for all companies that you add to a single subscription.
  • If you use Direct Deposit (DD) to pay your employees, you can choose to have several companies (separate data files with different EINs) with Direct debit on the same DIY Payroll subscription.
  • Each QB Desktop Payroll service can add a limited number of companies to a single subscription. Please note that the limit does not depend on number of employees but company data files.
  • If the user is an Enhanced Payroll for Accountants license owner, then it is recommended not to give service keys to the clients. This might expose the payroll subscription account to unauthorized users.
Service Maximum number of EINs
QuickBooks Desktop Payroll Basic 3
QuickBooks Desktop Payroll Standard 3
QuickBooks Desktop Payroll Enhanced 3
QuickBooks Desktop Payroll Enhanced for Accountants 50
QuickBooks Desktop Payroll Assisted Each EIN is charged separately. Discounts apply for multiple companies

Read Also: How To Set Up a Chart of Accounts in QuickBooks?

Steps to add an EIN or another organization to your subscription

  1. Choose the “Employees” menu.
  2. And then Go to “Payroll” option.
  3. Select “Use My Existing Payroll Service” from the top menu bar.
  4. In Account Maintenance window, choose “Add File“.
  5. Choose the “Add to Subscription Number” XXXXXXXXXX-(SUBSCRIPTION NAME) radio button.
  6. Put in your information that includes of Zip code and select other “I have an existing subscription if you do not see your own subscription in the list.”
Existing subscription and a zip code - add ein to QuickBooks
  1. If the radio button (Add to Subscription Number XXXXXXXXXX-(SUBSCRIPTION NAME) is not available, that means the payroll service has already been authenticated in the company file.
  2. You can move the EIN to your existing subscription, if you have a service key in the file and you wish to “add the EIN” in your existing subscription (you can contact us if you face an issue).
Manage service key - Add EIN to QuickBooks
  1. Tap on “Next” button.
  2. Click next again to add the company EIN at no extra fee when the “Review Information” window appears.
  3. Select “Print”, or go back to QuickBooks. You will find a payroll subscription window open to validate and the service is added automatically.
  4. Verify the “Service Key” now.
  5. Click on “Employees” section
  6. And go to “My Payroll Service” option
  7. From the top menu bar, select “Manage Service Key” opt.
  8. Tap on “View “and it will open up the new service key with an Active Status.
View Service key - add quickbooks payroll ein

You may also read: Fix QuickBooks Unrecoverable Error (General Troubleshooting)

Important: You will not find the payroll subscription number when you click “Use My Existing Payroll Service” if you bought a subscription directly from Intuit before creating a payroll company file.

If you face the mentioned issue, check the following solution

Tips to follow If you purchased a subscription directly from Intuit prior to creating a payroll company file:

  • Find the service key of the “EIN” that have to add.
  • Use Intuit’s Automated Service Key or “Disk Delivery key” tool.
Enter payroll service key
  • Contact our QuickBooks experts if you need help.
  • Provide the EIN to us, and we will provide you with a unique service key. (Please use the automated service key or disk delivery key tool, in case you receive updates by disk.)
  • Click “Employees” section.
  • Go to “Payroll” menu.
  • Enter “Payroll Service Key” from the top menu bar.
  • Tap on “Add” and put in the service key as one number without hyphens.
  • Next, Click “Add” and put in your service key, in case the “company file” already has the payroll service key.
Enter payroll service
  • Now Click on “Next” button.
  • Click “Finish” button.

The payroll function will be activated once you follow the steps mentioned above. Also, a new Tax Table will be downloaded in the QuickBooks desktop company file.

See also: Got Unexpected Error 5 in Call to NetShareGetInfo for Path – Fix Now!

Author’s words!

Adding EIN to QuickBooks payroll subscription doesn’t include any rocket science, all it involves is a few steps. The given steps will assist you to move or add an EIN to a different QuickBooks desktop payroll subscription. If you still need assistance with this process, you can contact our QuickBooks online support .I.E. +1-844-405-0907 and talk to a certified QB expert.

Our experts have the right tools, technology, and expertise to assist you with any QuickBooks related issue in the least possible time. Thanks for your valuable visit. You are always welcome here anytime soon.


FAQs Related to Adding EIN to QuickBooks Payroll

How do I add an EIN number to QuickBooks?

You can do this by:
1. Moving to the settings tab ⚙, and further click on payroll settings.
2. You now have to, choose edit tab ✎ in the federal tax.
3. Update the employer identification number.
4. And further click on save and done tabs respectively.

How do I update my payroll subscription in QuickBooks?

You can do this by performing the steps below:
1. Sign in to QuickBooks online.
2. Further, choose settings tab ⚙ and hit account and settings
3. You now have to choose billing and subscription tab.
4. Once done with that, ensure that your payment info is updated.
5. Moreover, in QuickBooks online payroll section, choose upgrade your plan or downgrade your plan.

Does QuickBooks subscription include payroll?

Yes, all QuickBooks online payroll plans offer full-service payroll. This indicates that in addition to automated payroll, you will get full-service features. Automated taxes and forms: Federal state payroll taxes, including your year end fillings are calculated, filed and paid automatically.

How do I check my QuickBooks payroll subscription?

For this:
1. You need to first sign in to your QuickBooks desktop company file as the primary admin or payroll admin.
2. Once done with that, choose employees, and then payroll center.
3. You now have to see which payroll service you are using under the subscription statuses in the payroll center.

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