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I am BOILING. I am on my 4th support ticket and just got an email that it has been closed - no explanation, just a statement to call support AGAIN. My request is simple – the phone number associated with the Payroll Principal Officer (ME!) needs to be updated. The reason it must be updated NOW is that the bank account associated with payroll needs to be updated. I can’t change the bank account without QBO verifying that the change is legitimate by calling the phone number of the Principal Officer. The phone number listed doesn’t ring anywhere. It is only an entry to our system and an extension must be chosen. Your system can’t choose an extension and the number can’t receive texts. This is not a difficult problem to comprehend. However, the phone number remains unchanged.
I completely understand the need to verify my identity. It took three times and getting my accountant involved just to get to the point of receiving the email requesting that I provide the appropriate documents. I made the mistake of taking pictures with my iPhone in the HEIC format and uploading them. I got a follow-up email indicating the files couldn’t be read and to upload new photos. I immediately did what was asked and made sure they were in JPG format. Three business days later when I request a status update, I receive an email that there are no open cases and to call support to open yet another ticket. Once again, I am explaining to a first tier support person the issue and getting the same “coaching” on how to change the phone number. I requested to speak to someone above him who could see the documents were in your File Exchange System and was told that there is no mechanism for this. What?? Help me get this resolved!
I completely understand how you feel right now, peggiweg. How I wish you didn't go through all these challenges. I acknowledge the importance of updating the phone number linked to the payroll principal officer and promptly verifying your payroll bank account changes.
It's clear that you've made several attempts to resolve this issue and have faced significant obstacles along the way. It is not the experience I want you to have. I take your situation very seriously.
I understand that you've already been in touch with our support team multiple times and have put in extra effort. For security reasons, I recommend contacting our QuickBooks support team once again. Doing so will ensure a successful verification process and the attainment of your goal.
Here's how to reach them:
Once connected, I suggest giving them all your ticket numbers so you won't have to go through the whole call process again. You can also request to speak with a higher-tier representative who can look into it for you.
For future reference, I'm adding these articles as a guide in managing primary admin, users, and your company settings:
After contacting our support team, please feel free to share any updates or additional information. We value your experience, so if you have any other questions or need further assistance, don't hesitate to reach us.
I am having a very similar issue….SO FRUSTRATING! I opened a checking account with QuickBooks and rather than using my phone info from my main QBO account, they have the numbers swapped so that the main number with extensions is listed as mobile. I have talked to 2 reps to try to fix this seemingly easy problem. Multiple help tickets. They keep saying they need to text me and of course i don’t get that on a land line. then they say they will call me but our phone NEVER rings. Then they say I can only do it by email and i have done that 4 times and each time i get an email indicating my request has been rejected because they can’t verify my identity with a text or call. So, i now have a checking account where i am unable to make ANY transactions because they all result in a “need to verify” loop that they just can’t seem to figure out. If you get results, please share so i can reach out to the same team!
Don't give up! I'm on my 6th phone call and 4th support ticket. First tier people are worthless (see the above response for QB). Ask for the ticket to be escalated to verify your identity and complete their form. I'm waiting AGAIN for the email with the link to upload the documents. Be sure the documents are PDF or JPG. I made the mistake of uploading photos taken with my iPhone in HEIC format and of course they couldn't read them and closed the ticket. ARRRGG!. Attached is what the email looks like when you get the right one to update the phone number so you an see the language they use. I'll updaate this string once I am actually successful.
Are you a person or a bot? Did you read what I wrote? Your response appears canned and is nothing but a repeat of "call support again". Not helpful at all. Ugh!
Super helpful! Thanks for sharing your experience here and I will do the same if/when i get my similar issue resovled.
I can only imagine the amount of time and effort you've invested in resolving this issue, and I want you to know that this isn't the kind of experience we want you to have, @lululime12.
To ensure that your case receives the attention it deserves, I will escalate it to our Next Level Help Team. They'll carefully examine your recent support case notes and address any unresolved concerns or complaints thoroughly.
You can expect to be contacted by a member of this specialized team within 1-2 business days. They will provide a comprehensive update and outline the next steps to address your concerns effectively.
Please be assured that we are here to help. Feel free to reach out to the Community again if anything arises.
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