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Jess H

QuickBooks Online Help Options

Help Options.png



Did you know that there are a number of ways you can get help with your QuickBooks Online or QuickBooks Online Accountant files – both in and out of product? The team here at QuickBooks have been working to make sure we’re offering the best help possible and are excited about some recent improvements.


Our new and improved offering includes chat and phone lines to speak directly with our customer care agents, in-product access to help articles, and of course this community.


Let’s start with the help that’s available within our community.


Help articles : Use our help articles for technical assistance with all areas of the product. Our help articles are sorted based on product type and key product features including Payroll & STP, Reconciliations, and Banking. These articles can also be accessed in-product by selecting the help option and entering your query.  


Q&A: Many of our QBO Community members are product experts! Use our Q&A to ask your question and a product expert or one of our care agents will make sure you receive a response. Our Q&A includes a search option so you can check to see if somebody else has already asked the question you need the answer to. If you’re unsure of which answer is the most correct look for the ‘best answer’ tag – this means the answer has been endorsed by one of us here at QuickBooks or the original poster.


Business Discussions: Maybe your question isn’t directly related to your QuickBooks file and you want to hear insights from others into how they’re making their business a success. Or perhaps you’re just looking for motivation! Start a thread in our Business Discussions and hear what your peers have to share with you.


We also have a number of help options that connect you with experts and can be accessed from with QuickBooks Online. 


Social Media: Reach us on Twitter, Facebook or Instagram @QuickBooksAU. Or contact us directly over Facebook Messenger


Call Me Back: Introducing Call Me Back! When you need support you have the choice to schedule a callback from our customer success team, removing any wait time on the phone and letting you get back to work faster! Plus, requesting a Call Me Back in-product means you won't need to re-verify your information or the details of your enquiry. 


Messaging: In-product messaging lets you connect with a QuickBooks expert on your time, so you never need to wait on hold. It works similar to popular apps such as WhatsApp and Facebook Messenger, continuing the conversation right where you left off. Your messaging history remains within the product to let our support team get to know you better and your previous interactions with us to avoid having to repeat the same information again.


In-product help:  You can access help articles, ask the community a question, or engage with a customer support specialist without leaving QBO. Our help system uses intelligence to make sure you are provided with the most relevant support and information for your needs.


We are always working to make sure we can offer you, our users, the best product and quality of service possible. We’ll be sure to keep you updated when new features come up so keep an eye out for future updates. Don’t forget to leave your feedback on our new offering below!

6 Comments 6
Level 1

QuickBooks Online Help Options

I'm currently using Sage50 Premium  The cost has become way out of line for me.  At one time I had 2 stores and 11 employees   Needed Premium   Now I just a self employed design consultant in my 80's  I only need the most basic double entry accrual and check printing software.  Sage won't allow me to downgrade.  So friends have told me that I can convert from Sage50 Premium to Quickbooks, and that it will keep all my data, etc.  For my personal accounting I use Quicken, and absolutely have loved it for at least 20 years.  Can someone help me.  Ft Lauderdale, FL here


QuickBooks Online Help Options

Welcome to the QuickBooks Community, TerryRR. Don't worry! I'm here to help you and thank you for using our Quicken service for at least 20 years. Your friends are correct in saying you can convert your Sage50 Premium to QuickBooks. I must say there are some limitations the conversion tool can't convert the following transactions:

  • Employee Year-To-Date (YTD) information
  • Closed or partially closed Sales Orders, Purchase Orders, and Estimates
  • Paychecks (will be converted as journal entries)
  • Individual employee wage or deduction information
  • Fixed Asset items
  • Work tickets
  • Payroll Items

If you are converting to QuickBooks Desktop, the easiest way is to use the conversion tool. Here are the steps to do so:

  1. Download and install a desktop version.
  2. Migrate your data from Sage 50 to QuickBooks Desktop using the conversion tool.

After completing the first two steps above, the third step is to convert the desktop file to online if you need QuickBooks Online. You can refer to this article as a guide: Convert data to QuickBooks Online.


For more information about converting your data from Desktop to Online, this article is an excellent resource. When deciding the best software to use for your business, I am attaching these links, which show you the features and prices to assist you.

You're always welcome here if you need assistance. Simply leave a comment below, and my team and I will be ready to help! I hope you have an awesome day!


Level 2

QuickBooks Online Help Options

It is impossible to get any resolution to issues. 4 weeks ago, I raised the issue of banking malfunctioning with my Quickbooks Online account. Since that time, I have had a rubbish response from the Quickbooks Support Team. I have decided to now crowd source possible solutions here and on my social media accounts.


The banking issues have been ongoing for over a month. None of the issues I have raised have ever been fixed. Worse still, the Quickbooks team refuses to let me know what is happening. I can only assume they have decided they cannot or will not fix the issues. 


I'm keen to hear from business owners who experienced similar issues, to hear what advice and solutions you have found, and which alternative software you have moved to.

Level 1

QuickBooks Online Help Options


I pay our accounts through the Batch Payment option and then create an ABA file to pay our Suppliers.  However, I selected all the bills I wanted to pay but could not get the Batch Payment Option to appear.  I have been paying our bills this way for sometime.  I spoke with one of your representatives who tells me that there has been as update and that I cannot do it this way anyone.  She was attempting to look into this on how I could pay my suppliers.  Very disappointed with this update and am yet to find out how to pay my suppliers in a batch form and then have an ABA file created.



Level 1

QuickBooks Online Help Options


Fixed problem.  The wrong account had been selected for the payments to Suppliers.

Still not sure what was meant by an update.  Anyhow All good.


Level 8

QuickBooks Online Help Options

Hi Aqualine2,


Thanks for posting in the Community!


You're on the right path with the steps you've provided when processing batch payments. Good find with the bank account used when processing the Batch payment. That is what I'm thinking as well while reading your post. We'll have to make sure to select the correct bank account set up to pay the batch payment.


If you have created the Bill payment and missed creating batch payment, you will  have to undo the bill payment.  You can check this link to learn more about How to enable batch payments or create ABA Files.


Please let me know if you have any additional questions. I'm always willing to assist.