Mastering QuickBooks: Get Real Time Solutions with Expert, Kristian

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Does Intuit/Quickbooks have any webinars, videos, or articled specifically on the steps required in order to do Cleanups and Reconciliations for a virtual bookkeeper using QBOA? Thanks

May I get a reply? Thanks

Thanks for joining the discussion, @lewstonebookkeeper! I have just the guide for you. Our Community experts posted an article on how to clean up and reconcile a client's books here: https://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/month-end-reviews-finis...

I'd also like to share this guide on undoing a reconcile, which is something only an accountant user can do: https://quickbooks.intuit.com/learn-support/en-us/help-article/statement-reconciliation/undo-clients...

We don't have any videos on this specific topic yet, but there are some helpful accounting tutorials in this playlist: https://www.youtube.com/playlist?list=PLVxBmyedTVhSmMQmae-3wh2KQZggJ40gU

Take care, and thanks for choosing QuickBooks for your accounting needs!

So this is not face to face thing we have to text chat back and forth?

I have Quickbooks Desktop and I have been trying to get into any contact on your end for user support that isn't a URL or AI generated. I keep getting told I have an account manager but you guys just fizzle out and leave me hanging before handing me to anyone that is even vaguely connected to the product we are paying you for which comes with support in the pricing.

Where can I get human support for your product?

I have Quickbooks Desktop and I have been trying to get support for your product that isn't an unrelated URL link or AI generated for over 3 months now. Whenever I actually speak to a human they tell me I should have an account manager because they confirm that support is part of the pricing package we pay for your product but then they will ghost me before handing me off to anyone who can help.

How do I get the support for your product we are paying for?

Hi @lewstonebookkeeper . I just wanted to follow up with a few more reconciling and cleanup resources that will prove helpful to you and your client:

• Quick Help with QuickBooks: A Winter Guide to Reconciling in QuickBooks Online 
• The Answer Room: Banking & Reconciliation in QuickBooks Online 
• Top 5 Questions-Reports/Closing the Books 
• Community Chatter Series: Episode 10 (Common Reconcile Issues within QuickBooks Online) 
• 12 steps for bookkeeping cleanup (and free checklist)

Cheers!

Hi @Theo PLD, thanks for joining! Correct, this event is not face to face. Kristian will be with you shortly to answer your question. 

Hi @Theo PLD. We understand you're having trouble with your Desktop account, and our team is here to get this resolved for you. We've been looking into it, but we're not locating this account. Due to this being a QuickBooks Online focused event, and to help us gather all the details we need and give you the best support possible, could you please send us a direct message on Facebook or another social platform? 

The event is now over, thanks for tuning in! Join us next month for another Mastering QuickBooks discussion.