Error when setting up business

Hi Leo72,

Thanks for reaching out here.  QuickBooks Online is a powerful program that helps you get ahead with your work.  It's vital that you're able to successfully set up your client so you can continue with what you love.  I'll be happy to assist!

Initially, I recommend clearing cache on your browser if you haven't done so already and then log in from a private or incognito browser to see if you get the same result.  I'd also suggest trying other browsers such as Safari, Firefox, Google Chrome or Edge.

In addition, log into your client's account directly and then follow these steps to ensure they're actively subscribed:

1. From the Gear in the top right, open Account and Settings

2. Click on Billing and Subscriptions from the left menu

3. If you see they're not currently subscribed, proceed by hitting Subscribe

Note:  It is strongly recommended that the client payment method is used for their own subscription.

If the issue persists, please contact us so we can work directly with you in a secure setting and take a deeper look at the situation from our end.

If you have any other questions, please feel free to reach back out.  We'd be glad to help!

I was on support today for an hour an a half and went in a circle and back to square one.

It will not allow me go thru the  start up  process in order to set up chart of accounts correctly for type of business and still getting errors.  This is a mess and clock is running. Is there a way to just cancel the subscription, delete the client and start over as I feel trying to fix this mess will just take more time I do not have on top of the error still happening and support doesnt know how to fix it. 

Your time is precious and it's important you get the support you need in a timely manner. I see you benefiting more by contacting our support team as they have the right tools and resources to assist you further. You're more than welcome to keep me posted about how you make out. I'll be one message away in case you need anything. 

Do you have a solution or protocol to delete and start over?

Hi Leo72,

Thanks for reaching back out.  It's vital that you're able to accomplish your goals in a timely fashion and get back to what you love.  QuickBooks Online provides options in situations like this, allowing you to start over if the account is less than ninety days old.  I'd be glad to help!

Here's how to start over within 90-days of sign up:

1. Log into your QuickBooks Online Company

2. Select Dashboard from the left menu

3. Change the URL to include /purgecompany
(Change https://app.qbo.intuit.com/app/homepage to https://app.qbo.intuit.com/app/purgecompany)

4. You'll see a summary of the items to delete

5. Type YES to delete the data, then select OK

As you've mentioned the company is in your client list and appears to be subscribed.  If you remove the client from your plan, their account will fall inactive until they login and enter their billing information.  The account will be permanently deleted after one year of inactivity.

Follow these steps to remove a client from your plan:

1. If you haven't already, make your client the primary admin of their company file

2. In your QuickBooks Online Accountant, go to Settings ⚙ and then Subscriptions and billing

3. Open the Accountant-billed subscriptions tab

4. Select the client to be removed
Note: If the client is currently inactive, make them active first

5. From the Select action▼ dropdown, choose Transfer billing to client

The client will have read-only access and won't be able to make any changes until they update their billing information.

Here's how to cancel a subscription within the account:

1. Sign into QuickBooks Online as an admin user

2. Click on the Gear ⚙ in the top right and then Account and settings

3. Open the Billing & Subscription tab
Note: if you don't see the Billing and Subscription tab, QuickBooks was purchased through a mobile app store.

4. Select Cancel subscription and follow the prompts

Please don't hesitate to reach out with any other questions.  We're here for you!

Thank you - I will go through these steps. I am assuming once I do this, I can then start over again with no issues?

Appreciate your help

Hi Leo72,

Welcome back!  I'd be happy to confirm, once you've completed the steps previously provided, you're well on your way to setting up your client with a fresh QuickBooks Online account without complication.  You're on the right path to success!

All the best!

I am Leary now of deleting new client if not able to confirm I can turn around and set them up again today.

  The getting things done area has errors in 2 areas ( basic business & Get ready to Invoice) the rest do not have errors.

I have to have this client set up today and I am not feeling comfortable with either option. Please advise 

Can you please direct me on who to contact. Yesterday the lady on the phone couldnt really assist me. 

Thank you

Hi Leo72,

I have great confidence in our QuickBooks Online specialists to help you achieve your goal.  Although each will have their own area of expertise, they're familiar and actively available to assist with setting up your client account.  I hope this helps!