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Everything you need to know about banking in QuickBooks Online - Discover more
B-Lloyd
New Member

App issues and bank account issues

Is anyone else finding the customer service slightly appalling?

 

I created an account and subscribed via the website yet when trying to use the app it wants me to sign up again to another subscription and won’t give me any other option to move past that point..I had the email confirming my subscription but something isn’t right! I had a ‘chat’ via the chat feature and after the person on the other end asked me the same question 3 times and offered no resolution I gave up. 

 

So I decided to not even try to use the app but carry on with the website instead. I tried to add my bank account which is Barclays and was shown in their drop down menu and even though I had an email to say it had been approved, nothing is showing up on my QuickBooks account. I tried to use the chat feature again but the person on the other end just didn’t reply. 15 minutes later I decided to give up.

 

At this point I would like a refund of my subscription but cannot find anyone to email and the ‘help’ button on the website doesn’t show any phone numbers either.

 

 

The worst site I have ever used..!!

 

I will never be using it or recommending to anyone. Sticking with my accountant in future!

1 REPLY 1
GenmarieM
QuickBooks Team

App issues and bank account issues

I understand your frustration with the difficulties you've encountered while setting up your bank and QuickBooks accounts @B-Lloyd. I want to ensure that your concerns are handled promptly and effectively.

 

First off, to address your login concerns with the QuickBooks mobile app, verify your account credentials to ensure you're using the correct email and password associated with your QuickBooks Online (QBO) account. It's not uncommon for small typos or outdated information to cause login issues, so taking a moment to confirm these details can resolve the problem.

 

If the issue persists after reviewing your credentials, I suggest uninstalling and reinstalling the app to start with a clean slate.

 

Regarding your Barclays bank account connection with QuickBooks, I'd like to know if you encountered any specific error messages during the process. In the meantime, I suggest reconnecting your account by manually entering your bank's specific URL in the search field. This often provides more accurate identification, especially for multi-branch banks.

 

Here's how:

 

  1. Go to Transactions and click Bank transactions.
  2. Hit Link account.
  3. Paste your bank's URL and choose a bank.
    Screenshot 2024-11-13 052200.png
  4. Enter the necessary information to sign in, then click Continue.
  5. Select which account you want to connect.
  6. Once done, hit Connect.

 

Moreover, requesting a refund for your subscription will depend on how you purchased it. You can visit this article for detailed information about refund requests: Request a refund for your QuickBooks product.

 

Finally, I've added this article as your reference in categorizing your bank and credit card transactions: Categorise online bank transactions in QuickBooks Online.

 

Keep your post coming if you have further questions about logging in to your QuickBooks account, connecting your bank, or managing your QBO subscription.

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