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WilliamEzell
Level 2

How do I cancel a scheduled phone meeting?

So where can I cancel a scheduled phone meeting? Is there a button in QBO? Do I need to call someone? The Ask Experts seems broken or I could have asked there.
6 Comments 6
Sherrie_F
QuickBooks Team

How do I cancel a scheduled phone meeting?

You come to the right place for assistance, William.

 

I've got some insights on how you can cancel a scheduled appointment or phone meeting in your QuickBooks Online (QBO) account.

 

To cancel your scheduled appointment from your mobile app, here's how:

 

  1. Open and sign in to the QuickBooks Online mobile app. 
  2. Select Live Expert.
  3. You can view your upcoming appointment here. To edit or cancel your appointment, tap on the appointment. 
  4. Select Edit appointment.
  5. You have several options for managing your appointment. 
    • To cancel your appointment, select Cancel appointment. Then, select Yes, cancel to confirm. 
    • To change the phone number your bookkeeper will contact you at, select Update your phone number and enter a new phone number. Select Done and then Update phone number
    • To change the date or time of your appointment, select Choose a different date or time.

 

In addition to text reminders (if you chose that option), you'll get email reminders about your appointment.

 

Furthermore, here's a resource you can browse through for you to be able to get help with your QuickBooks product or service: Contact QuickBooks products and services support

 

You can always count on me if you need a hand managing your experience in QuickBooks. Just hit the Reply button and I'll be right here to assist you. Have a good one

WilliamEzell
Level 2

How do I cancel a scheduled phone meeting?

I just wanted to cancel the scheduled meeting, not add additional services. This does not help, but thank you for trying.

ArielI
QuickBooks Team

How do I cancel a scheduled phone meeting?

I truly understand the challenges you've encountered during the cancellation process for a scheduled phone meeting, William. Your experience and feedback are valuable to us.

 

Moreover, my colleague already updated the steps on how to cancel the scheduled phone meeting. Don't hesitate to visit it again.

 

Please know that we're here to assist you throughout this process. If you have any more questions or encounter any other issues, don't hesitate to reach out to us here. Your satisfaction is of utmost importance to us, and we're dedicated to making this right for you. Thank you for your patience, and we look forward to resolving this matter to your satisfaction.

WilliamEzell
Level 2

How do I cancel a scheduled phone meeting?

I guess I can keep pushing to a different day then. Reschedule, reschedule, reschedule

WilliamEzell
Level 2

How do I cancel a scheduled phone meeting?

This is not a solution.I don't see anywhere to view my upcoming meeting here. This is what I see:
Screenshot 2024-05-15 090317.png

CharleneMaeF
QuickBooks Team

How do I cancel a scheduled phone meeting?

This isn't the kind of outcome we want you to encounter, William. I appreciate you for getting back to us and sharing a screenshot. 

 

I'm here to lay down the steps to help you view your scheduled meetings and cancel an appointment.

 

In QuickBooks Online, we can view, change, or cancel your scheduled appointment via the QuickBooks Online mobile app:

 

  1. Login to your QuickBooks Online mobile app. If you don't have the app, you can install it on your tablet/mobile device.
  2. Go to Live Expert.
  3. From there, you can view and check your appointment. 
  4. To edit or cancel your appointment, tap it.
  5. Then, click Edit appointment. This will present you with various choices to manage this: 
    • To change the date or time of your appointment, select Choose a different date or time.
    • To cancel your appointment, hit Cancel appointment. Then, Yes, cancel to confirm. 

 

Aside from that, you can also cancel a set schedule with your bookkeeper by accessing the link attached to the confirmation email. You can always see your next scheduled appointment in Live Bookkeeping.

 

For more details, please see this article: Contact your QuickBooks Live Bookkeeper.

 

Additionally, I've added these resources to help you better understand your business with the help of bookkeeper support along with their team:

 

 

If you encounter any difficulties and uncertainties while managing your transactions or working with other areas, please don't hesitate to keep me posted. Your seamless experience is my top priority.

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