The chat function does not work: "Make sure you have a valid client id" But I do have a valid client ID. How do I get the chat to work. Already tried in-private session.

I love to help you with your issue about QuickBooks Online (QBO), @dries-indirectio.

For me to provide you with the resolution, may I know what specific assistance you need? I can answer some general questions or concerns you may have about QBO. Simply click the Reply button below, and I’ll do everything in my power to assist.

However, if you really need to chat with our Customer Care Team, let's check your Team settings if you still have access to the client's file. You can do so if you're the owner of the QuickBooks Online Accountant (QBOA) account. If you're not the owner, have the client check if they remove you as their accountant. 

Moreover, I don’t like to leave you empty-handed, you'll want to visit our Community Help Articles hub in case you need some related articles in managing your account.

As always please let me know how this goes or check back if you need help with QBO. Have an awesome day!

Thanks for your reply.

I need help with transferring money from my QB cash account. I have another open community post about that. Because I don't have the cash flow menu, I am unable to transfer the money. I just want to talk to someone who can fix it. 

I also have another issue that might be related. I received a payment a week ago but I can't select the invoice when categorizing the transaction on my bank account. Btw, this is not on the QB cash account - I changed the setting so that new payments don't go to the QB cash account but instead go directly to my regular checking account.

The invoice is marked as paid. However the transaction on the bank account is still uncategorized as I can't find the invoice.

Anyway, I just find it incredible poor service that the chat function doesn't work and tells me that I don't have a client ID even though I am logged in to QBO. And yes, I am the owner of the account. I am not an accountant, so I don't think the QBOA remark applies to me.  

Thanks for checking in with us and providing us in-depth details of your concern, dries-indirectio.

To help you transferring your money from your QuickBooks Cash account, we recommend contacting our Customer Support Team. They'll pull up your account in a secure environment and help you with this one. You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one. Here's how to reach them: 

1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let’s talk.
5. Choose Get a callback. 
6. Type in your contact info.
7. Select Confirm my call.

When matching invoices within the banking section, QuickBooks Online looks for open invoices. If it's not finding any open invoice, you can open the payment to expand the transaction and use the Find Match option to search for the transactions. Here's how:

1. In the For Review tab, select a transaction.
2. Choose Find Match.
3. Search and select for the open invoice.

If you're still unable to find the open invoices, you may want to review the transactions and make sure that the invoices are not reconciled or cleared. You can get more details in the Add and match downloaded banking transactions article.  

To resolve the Chat button odd behavior, let's try signing in to QuickBooks Online (QBO) using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues. Here's how:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Option + P

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. Web-based platforms like QBO collect cache files (cookies) to save you time, but this can impact processes and cause them to not work. You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Take care always.

Hi,

Your reply is appreciated but doesn't help at all:

1) I don't have a "Get a callback" option in the help window. I only have "Ask the community" and "Chat with us". I'm already asking the community, and the chat doesn't work!

2) I already tried the in-private option, as stated in my original post.

Thanks for attaching a screenshot, @dries-indirectio.

I want to make sure you're able to communicate with our QuickBooks Expert. They have proper tools to help you in transferring the money from your QuickBooks Cash account. 

Since the troubleshooting steps presented above didn't fix the chat support option, I'd suggest utilizing our sample account or direct chat.

For a test drive account, you may refer to this article: Test drives QuickBooks Online. Then proceed with the steps you've usually use in contacting them. 

Here's how for a direct chat: 

1. Go to this link:https://help.quickbooks.intuit.com/prechats/offerings/QBO-CHAT/22817/view.
2. Complete the required information.
3. Hit Submit. 

As my colleague mentioned above, ensure to call them within business hours to cater to your concern promptly. 

I've also added some articles that might help you handle the cashflow menu and other related topics. 

• Track your cash flow in QuickBooks Online
• Use the Cash Flow planner to predict future income and expenses.
• Learn more about QuickBooks Cash accounts and the Cash Flow menu
• How QuickBooks calculates your cash flow

Let me know how the troubleshooting and call go, @dries-indirectio. I want to make sure this is taken care of. Keep safe!