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Everything you need to know about banking in QuickBooks Online - Discover more
Level 1

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Speak to an agent

Thanks for posting in the Community, @bengarbuttpt.


May I know what specific help you need? I can answer some general questions or concerns you may have about QuickBooks Self-Employed (QBSE). Simply click the Reply button below, and I’ll do everything in my power to assist.


However, if you still wish to speak with our Support team, here's how to reach them:


  1. In QBSE, click Assistant located in the upper right-hand corner.
  2. Type Talk to a human twice to see the Message an agent or Get a callback option.


For tips and other resources, I recommend visiting our website for reference: Self-help articles.


Let me know in the comment section below if you have any other questions. I'm more than willing to help. Have a great day!

Level 1

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I really need to speak to someone. I am trying to update my credit card and cant get into my account


QuickBooks Team

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I can imagine the situation you’re in right now @HUNTACE123.


I’m here to help and share with you some steps to isolate this issue. I recommend opening your QuickBooks Self-Employed (QBSE) account on a private (incognito) window. This way, we can verify if this is a browser-related issue.


There are times that the browser is full of frequently access pages that helps load the page faster. When piled up, this causes issues that affect the performance of your account. Using a private window helps us verify if this is as this doesn’t save any cache file. To start, here are the keyboard shortcuts you can use in opening a private window:


  • For Google Chrome browser, press keys: Ctrl + Shift + N
  • For Mozilla Firefox browser, press keys: Ctrl + Shift + P
  • For Safari browse, press keys: Command + Shift + N 


From there, log in to your account and update your credit card to double-check. If you’re able to do so, I’d suggest clearing your regular browser's cache to fix this. If the issue persists, try using other supported browsers. That way, we can see and check if this is a browser-integrated issue.


Once you’re all set, you might want to check this article that can walk you through the steps in connecting your bank account to QBSE: Connect bank and credit card accounts to QuickBooks Self-Employed.


However, if you still wish to get in touch with our Support team, you can refer to the steps shared by college above in getting in touch with them.


If there’s anything else I can help you in updating your account, you can always tag me in your reply. I’ll be around to back you up. Have a good one and keep safe!

Level 1

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I need to give new credit card info, but Quick books will not allow me to do so. They keep asking for my husbands info, but he does not know anything about this acct

QuickBooks Team

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Thanks for reaching out to the Community, @4lakeview.


I'd like to make sure that you'll be able to change your credit card information in the system. Let me get you pointed in the right direction to better address this matter.


To change your billing details successfully, I'd suggest reaching out to our Customer Care Team. They have the tools to check on your account and help you update the information.


To contact them:

  1. Click on Assistant at the top.
  2. Key in Talk to Human.
  3. Choose I still need a Human when prompted with help options.
  4. Select on your preferred way to communicate with our representatives. 

On the other hand, to guide you in updating your credit card information in the future, you can always utilize this link: Learn how to make changes to your QuickBooks Self-Employed subscription.


Let me know how the conversation goes. I'll be around to assist you if you need anything else. Keep safe!

Level 1

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I need to change our primary user so we can access all aspects of our company.  We are a family owned company, my sister was primary she left the company in 2009 and there are several errors in our files and no one here can access to make changes.  I asked her and she has no idea her old passwords.  HELP


Speak to an agent

Hello, lambertandbarr. 


I have just the step to help you change the primary user so you can access your company file. 


Depending on your product, you can send a request to us to change the primary administrator. You'll be needing specific documents for us to verify and protect your company data before we change it. 


You can fill out the request form from this article: Request to be the primary admin or contact.


If you're using QuickBooks Desktop UK instead, you'll want to contact our support agents. They can help you process the primary user change. If you can open the program: 


  1. Go to Help, then select QuickBooks Desktop Help.
  2. Click Contact us at the bottom of the pop-up window. 
  3. On the Contact us window, select a topic.
  4. Choose how you want to reach us.


If you can't open the program anymore, you can use this link to reach out to us: Contact QuickBooks Desktop support.


After changing the primary user, you can start working on your company file to fix the errors. If you need help, you can always select a topic and browse for an article in the general support page (change the product under Topics for). 


You can always post a new thread in the Community space whenever you need help with something. My colleagues and I will respond to you as soon as possible. 

Level 1

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I want a professional is that possible on this crazy platform?

QuickBooks Team

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Hi Buckaroo11, you can post any questions you have here or alternately, if you'd like one-to-one support please reach out to our care team on 0808 234 5337 (open Mon - Fri, 8 am - 7 pm, free from UK mobile & landlines) or through our chat service linked here. :woman_technologist: 

Westbound Trucking
Level 1

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I am trying to log into my account. It is sending me a code to my email. When I put the code in, it says It need to verify me through my phone number. The number listed is no longer my number. How can I change the number on my account?


Speak to an agent

I'll make sure you can change the phone number on your account with the active one, @Westbound Trucking.


Verifying your account when logging in is one of the security measures implemented by Intuit. Before updating your phone number, you'll have to reset your password in a supported web browser. Here's how:

  1. Go to the QuickBooks Self-Employed (QBSE) Sign-in page.
  2. Click on Forgot your user ID or password under the Sign In button.
  3. Enter your email address under the Let's get you signed in page.
  4. Follow the rest of the instructions to complete the process.


I've attached a screenshot below that shows the second and third steps.


To know more about resetting your password in QBSE, you can check out this article: How can I reset my password?.


After that, you can log into the Intuit Account Manager page to change your phone number to the active one. For the step-by-step guide, here's how:

  1. Go to the Intuit Account Manager page.
  2. Enter your Email or User ID and click Sign In.
  3. Type in your Password and select Continue.
  4. Go to the Sign in & Security section.
  5. Click the Phone section.
  6. Select the Change link beside your old number.
  7. Enter your active phone number and then your Password
  8. Select Save.


I've attached screenshots below that show the last five steps.


Also, to further guide you in managing your business's growth using QuickBooks, you can refer to this article: QuickBooks Help Articles. It includes topics about data security and banking, to name a few.


Please let me know if you have other concerns about managing your QuickBooks account details. I'm just around to help. Take care and stay safe always.

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