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branno
Level 2

Clients CC# in my accountant profile

I added a client to my QBO Accountant a few month back. Set up as client billed account. Its the only client I have ever added. The issue is: when I added the new client it added their credit card # in MY Accountant profile & changed my business address to their address. I was able to change the address back in Company info but I cant remove their CC Info from MY account profile. I am NOT in their company file. It also added their CC# to my global Intuit profile & changed my address there too. I've tried chatting with support 3 time in the last few days & it always disconnects me in the middle of the chat.

4 Comments 4
IrizA
QuickBooks Team

Clients CC# in my accountant profile

Hello, Branno

 

I appreciate the image that you provided. By this, I can see the challenges that you've got regarding removing the client's Credit Card information from your profile. However, since this matter involves personal data, there are limitations to what can be discussed here in the Community since this is a public forum. 

 

To address your concern, I recommend contacting our Online Team Support. They have the necessary tools to identify and resolve the issue more efficiently. Additionally, their tools allow you to point out the specific area of concern, enabling them to provide a more accurate solution.

 

Here's how to contact our support:

 

  1. In your QBO account, select Help (?)
  2. Choose the Search tab.
  3. At the bottom of your screen, click Contact Us.  
  4. Type your concern. Then click Continue
  5. You may choose CallbackAppointment, or Chat, as your way to connect with us. 
  6. Kindly fill out the provided fields, such as your First nameLast nameEmail address, and Phone number. 
  7. Depending on what you choose as your way to connect with us, click CallbackSchedule an appointment, or Chat. 

 

To ensure you receive the best support, check out our QuickBooks Support hours to know when to contact them. 

 

You can also utilize this article since it involves keeping track of clients and updating your client list: Manage clients in QuickBooks Online Accountant

 

Feel free to tag me in the comment section whenever you've got some information after contacting our support or have other questions regarding changing your personal information. I'll be around to offer my assistance. 

branno
Level 2

Clients CC# in my accountant profile

I used the chat feature 2 times & I was disconnected in the middle of the chat both times. I got an error notice the page was unresponsive both times. I'm sure you can see the chat notes.

branno
Level 2

Clients CC# in my accountant profile

I used the chat feature 2 times & both times I was disconnected during the middle of the chat. I got the error message the page was unresponsive both times & it kicked me out of QBO. 

Carneil_C
QuickBooks Team

Clients CC# in my accountant profile

This isn't the experience we want you to have when trying to reach out to our support team, @branno.

 

I'll help you fix your issue about being disconnected from QuickBooks Online Accountant (QBOA) when connecting with our chat representatives.

 

You'll want to access your QBO account using an incognito window to rule out the possibility of a webpage issue. Please refer to these shortcuts below to open a private window in all supported browsers:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

If it's working well, switch back to your regular browser. Then, clear its cache to start in a clean state. 

 

Otherwise, you can check your internet connection to ensure that it is strong and see if your browser meets the system requirements,

 

Alternatively, you can see this article for more ways to connect with our Customer Support team: Contact QuickBooks Online Accountant and ProAdvisor Support.

 

Moreover, this guide can give you more details about adding and removing accountants: Add accountant users in QuickBooks Online.

 

I'm still all ears if you need further assistance managing your accountant profiles. Just add your reply below, and I'll circle back to help you.

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