You’re about to purchase the Foundational Bookkeeping Setup service, which includes:

• Setup of your QuickBooks Online Ledger account (activated and managed by Noble Numbers Solutions)
• Basic Chart of Accounts tailored to your organization or business
• Configuration of core settings (fiscal year, preferences, etc.)
• First month of QBO Ledger access

Ongoing Ledger Access ($12.25/month)

After setup, your QuickBooks Ledger subscription will be billed monthly via automatic ACH withdrawal from your bank account. You’ll be required to sign an authorization form before setup begins. This monthly charge is a pass-through cost for software access (only taxes and transaction fees are added; no markup is applied).

Important Notes:

• This is a one-time setup service, not an ongoing bookkeeping engagement.
• You may cancel at any time.
• You are responsible for exporting your data within a year of cancellation.
• If a payment fails, a $15 fee will be applied to cover failed transaction charges.
• You may upgrade from Ledger to a QuickBooks Simple Start or higher subscription at any time. Once upgraded, you can choose to take over the subscription yourself or remain under my discounted ProAdvisor rate.

What Is QuickBooks Ledger?

QuickBooks Ledger is a simplified version of QuickBooks Online, designed to cover the essentials. It’s best suited for small businesses and nonprofits with straightforward bookkeeping needs—offering just enough functionality to stay organized and ready for tax time, without the complexity (or cost) of higher-tier plans.

Why Can’t I Purchase It Myself?

QuickBooks Ledger is made available by Intuit exclusively through active QuickBooks ProAdvisors. It cannot be purchased independently and must be provisioned and managed by a certified ProAdvisor on behalf of the business or organization using it.

QuickBooks Ledger Features

Available Features:
• Bank Feeds: Connect bank and credit card accounts to automatically import transactions.
• Bank Reconciliation: Match transactions to ensure your records align with bank statements.
• Chart of Accounts: Utilize a basic chart tailored to your industry or business type.
• Journal Entries: Manually record financial transactions as needed.
• Expense Tracking: Categorize and track expenses to monitor spending.
• Financial Reports: Generate essential reports like Profit & Loss, Balance Sheet, and Trial Balance.
• 1099 Tracking: Manage and track payments to contractors for 1099 reporting.
• Recurring Transactions: Set up recurring expenses or journal entries for regular transactions.

Limitations:
• Invoicing: Cannot create or send invoices to customers.
• Bill Management: Lacks features to manage or pay supplier bills.
• Receipt Capture: Does not support uploading or organizing receipts.
• Sales Tax Tracking: Cannot track or manage sales tax.
• Inventory Management: No features for tracking inventory.
• Time Tracking: Does not include time tracking capabilities.
• Third-Party App Integrations: Limited or no support for integrating with external applications.