QuickBooks®: Official Site | Smart Tools. Better Business.

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.

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 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 Bookkeeping 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 Bookkeeping. For more information about services provided by Live
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

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. Membership in 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.

Instant Deposit: Instant deposit is an additional service offered by QuickBooks Payments subject to
eligibility criteria, including delayed eligibility for new users and availability for only some transactions and financial institutions.
The service carries a 1% fee in addition to standard rates for ACH, swiped, invoiced, and keyed card transactions.
This 1% fee does not apply to payments deposited into a QuickBooks Checking account. Deposits are sent to the
financial institution or debit card that you have selected to receive instant deposits. Scheduled instant deposits
are run automatically; QuickBooks checks for eligible funds up to 5 times per day. Non-scheduled instant deposits
are sent within 30 minutes. Transactions between 2:15 PM PT and 3:15 PM PT are excluded and processed next day.
Deposit times may vary due to third party delays.

Cash flow planner: Cash flow planning is provided as a courtesy for informational purposes only.
Actual results may vary.