HORRIBLE CUSTOMER SERVICE

Hi there, Kristi.

I want you to know that this isn't the kind of experience I want you to have while reaching out to our Support Team. I want to ensure you'll be able to change your payroll subscription as soon as possible.

QuickBooks Desktop (QBDT) allows you to change your current payroll service and gives you different options to meet your payroll needs. You can do it manually following these steps:

1. Open your QBDT file.
2. Go to the Employees menu, select My Payroll Service.
3. Click on Change Payroll Service Options.
4. A new window will display your payroll options. Select Learn More to know more about different payroll services available for you. If you are upgrading to Assisted payroll, you will need to work with an Assisted Payroll Setup Specialist to complete the activation of your Assisted Service.
5. Sign in using your Intuit Account login.
6. Hit Proceed to Checkout to proceed with the order.
7. Select or change the current Payment Method.
8. Enter the Card Security Code, then select Submit.
9. Tap on Continue, then select Next.
10. Click on Return to QuickBooks.

Once you've changed your payroll service, make sure to run payroll updates before creating your employee's paychecks.

However, if you need assistance with our Support Team for the process, you can always get back to them through chat or call. From there, a live representative can open the previous cases you had, and change your payroll subscription for you.

When everything is in place, you're now ready to process your payroll entries with your new subscription. I'm adding this article for more hints about the payroll tasks in QBDT: Help on common payroll topics.

Let me know how else I can help you with QuickBooks or payroll by adding a comment below. I'm just a post away to provide additional assistance. Keep safe!

I am a Pro Advisor.  Just wanted to update a client's credit card expiration date.

It took multiple hours and phone calls.

They are rude and of no help!

And I PAY to be a Pro Advisor!

I hear your sentiments, @barbbeisner. Let me make it up to you by sharing a couple of details on how to modify your client’s credit card expiration date.

You can go to the Customers menu and select Customer Center. From there, locate your client and the follow the steps below. 

1. Double click your client’s name or select Edit.
2. Select Payment Settings.
3. Under the credit card information, update the EXP. DATE accordingly.
4. Tap OK.

For more information on processing payments in QuickBooks Desktop, check out this article: Receive and process payments in QuickBooks Desktop.

Our doors are always open to help you again if you have additional questions about changing your customer's credit card info. Keep safe.