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JennML
Level 1

Incorrect Account Setup

I had Quickbooks Desktop.  The sales rep set me up with Quickbooks Online but he used a different email address when he created the account so I was unable to merge my Desktop.  I was finally able to merge my information but only if I used the email address on my Desktop version.  I've determined now that I have two company IDs, one he set up and the one I have with all my merged data.  I've emailed my rep several times with no replies, I tried chat support, they gave me a phone number but it's an automated system so that was no help.  My hope is that they can simply switch the company information I paid for over to the account I am using, otherwise I have to start from scratch on the other company ID and somehow copy all the data I've entered.

Any suggestions? Anybody have a trick to speak with a human that can help?

2 Comments 2
AbegailS_
QuickBooks Team

Incorrect Account Setup

 

Hi, JennML.

 

I'm here to help share a little more information about linking your account information to QuickBooks Online. 

 

If you're using QuickBooks Desktop and signed up for QuickBooks Online using the same Intuit account, you'll receive an email notification on how to link them.

 

With that being said, you'll be suggested to move the company file within 60 days after signing up in QBO. You can check out this link to see the detailed steps: Move your QuickBooks Desktop file to QuickBooks Online.

 

If you still want to talk to one of our Customer Care Support, here's how:

  1. Open your QuickBooks Account.
  2. At the top right, click the Help icon.
  3. Type your concern in the Type something field.
  4. Click I still need a human.
  5. Hit Contact us.
  6. You'll be routed into the How can we help? page. Then, select how you want to contact them and fill in the information.

 

You can browse this article to learn more about the different types of support we offer and its availability: Support hours and types.

 

I'll be adding this article that you can read for more reference and guide:

 

Don't hesitate to comment below if you need more assistance linking your account information. I’m more than happy to lend a helping hand. Have a great day.

Fiat Lux - ASIA
Level 15

Incorrect Account Setup

@JennML 

Utilize the trial version of the Copy feature available in this backup restore app to clone your data.

https://rewindio.grsm.io/quickbooks

 

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