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August 18, 2020
Question

I signed up for QB Live Bookkeeping, but do not see the option to schedule an appointment. Can someone help?

  • August 18, 2020
  • 1 reply
  • 14 views
No text available

1 reply

Kristine Mae
Moderator
August 18, 2020

I'll walk you through with scheduling an appointment, Brian-scott-mand.

 

Just follow these steps:

  1. Go to My Experts.
  2. Under Live Bookkeeping, select Schedule my appointment.
  3. Fill in the necessary fields.
  4. Select an appointment time.

Once done, you'll receive a confirmation stating your appointment is booked. For more information, refer to this article about QuickBooks Live Bookkeeping FAQ.

 

If any questions arise, don't hesitate to leave a comment below. Take care!

August 18, 2020

I do not see Live Bookkeeping under My Experts even though I am signed up for it.

Level 9
August 18, 2020

Thanks for keeping us posted, brian-scott-mand.

 

We can verify your QuickBooks Live Bookkeeping subscription within your QuickBooks Online account.

 

Here's how:

 

  1. Log in to qbo.intuit.com.
  2. Click the Gear icon and select Account and Settings
  3. From the Billing & Subscription menu, the QuickBooks Live Bookkeeping Setup should indicate that you're subscribed. 
  4. Click Done to exit the page. 

You might also try performing a few browser troubleshooting steps. There are times that frequently visited sited such as QuickBooks store cache files. Once piled up and not removed regularly can cause unexpected behavior within the system. 

 

To start, log in to QuickBooks using a private browser. Then, follow the steps provided by my colleague on how to schedule an appointment. If you're able to view that option, you can switch back to the main browser and clear the cache. You can also use other browsers to isolate these kinds of issues. 

 

If you get the same thing, you can contact our Phone Support Team. To ensure that we can assist you immediately, check out our support hours

 

Please keep me posted on how these works. You take care!