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Slu1
Level 1

Mid-Market Account Managment Program

Does anyone have experience with the new "Account Manager" program? It seems like a great idea that I was excited about (one point of contact, cohesion with support,etc) but we have been re-assigned to 4 different managers in 4 months and our most recent manager will not respond to us. Is the program already closing down? If not, does anyone know how to request a new account manager so we can be assigned to one that will respond to us? We're working on some long-term issues that regular support has been unable to reliably fix and having someone to assist at a higher level would be so helpful

Solved
Best answer January 07, 2025

Best Answers
ChristineJoieR
QuickBooks Team

Mid-Market Account Managment Program

Thank you for providing your experience with the Mid-Market Account Management Program QuickBooks Online Payroll. I understand the value of having higher-level support, Slu1. Rest assured, I will make sure to guide you to the right sources for additional information.

 

Our account management program is designed to offer personalized assistance to customers with notable complexity and growth opportunities. We have recognized these customers, including some of your clients, who will greatly benefit from the specialized account management provided through this initiative.

 

Currently, we have not received any information about the closure of this program. To assist you with your tasks, I recommend reaching out to our support team. They can provide you with the latest details regarding the program's status and guide you on how to request a new account manager.

 

Here's how:

 

  1. Log into your QuickBooks account.
  2. Click the Help option in the upper-right corner.
  3. Tap the Contact Us button.
  4. Choose a topic from the boxes or tap the Ask about something else box.
  5. Next, state your concern in the box. Example: Refund concerns. Then, press the Continue button.
  6. After that, select between the two options: Have us call you or Schedule an Appointment.

 

You'll want to prepare your year end tax filing and payment, here a list that will help you review your books, run reports, and prepare your tax returns: Year-end guide for QuickBooks Online.

 

Additionally, I suggest considering our QuickBooks Live Expert Assisted service to enhance your QBO Payroll experience. Our knowledgeable team of experts stands ready to provide immediate support tailored to your business's unique needs. They will assist you in navigating your payroll plan's features.

 

Please do not hesitate to reach out if you have any questions or require further details about the program. We are committed to providing exceptional service and look forward to making this a success for all involved parties.

View solution in original post

3 Comments 3
ChristineJoieR
QuickBooks Team

Mid-Market Account Managment Program

Thank you for providing your experience with the Mid-Market Account Management Program QuickBooks Online Payroll. I understand the value of having higher-level support, Slu1. Rest assured, I will make sure to guide you to the right sources for additional information.

 

Our account management program is designed to offer personalized assistance to customers with notable complexity and growth opportunities. We have recognized these customers, including some of your clients, who will greatly benefit from the specialized account management provided through this initiative.

 

Currently, we have not received any information about the closure of this program. To assist you with your tasks, I recommend reaching out to our support team. They can provide you with the latest details regarding the program's status and guide you on how to request a new account manager.

 

Here's how:

 

  1. Log into your QuickBooks account.
  2. Click the Help option in the upper-right corner.
  3. Tap the Contact Us button.
  4. Choose a topic from the boxes or tap the Ask about something else box.
  5. Next, state your concern in the box. Example: Refund concerns. Then, press the Continue button.
  6. After that, select between the two options: Have us call you or Schedule an Appointment.

 

You'll want to prepare your year end tax filing and payment, here a list that will help you review your books, run reports, and prepare your tax returns: Year-end guide for QuickBooks Online.

 

Additionally, I suggest considering our QuickBooks Live Expert Assisted service to enhance your QBO Payroll experience. Our knowledgeable team of experts stands ready to provide immediate support tailored to your business's unique needs. They will assist you in navigating your payroll plan's features.

 

Please do not hesitate to reach out if you have any questions or require further details about the program. We are committed to providing exceptional service and look forward to making this a success for all involved parties.

Slu1
Level 1

Mid-Market Account Managment Program

Thank you for your response

ZackE
Moderator

Mid-Market Account Managment Program

Thanks for getting back with the Community, Slu1.

 

I'm happy to hear ChristineJoieR was able to help you with your account management program.

 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

 

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have an awesome Tuesday!

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