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Contact your QuickBooks Live bookkeeper

Learn how to contact your QuickBooks Live bookkeeper or a QuickBooks product expert.

If you've signed up for QuickBooks Live Bookkeeping, you can meet with your bookkeeper at regular monthly appointments. Then, throughout the month, you can stay in touch through the Document and Request Center, or get help with QuickBooks from a product expert. Here's how to connect with your bookkeeper or a QuickBooks product expert so you can get the help you need.

Schedule an appointment with your bookkeeper

Most businesses meet with their bookkeeper on a live call once a month. These monthly meetings are a great time to get a status update on your books and go over key financial statements. 

There’s no set amount of time you get per month with your bookkeeper, but you can only have one scheduled appointment at a time. That means you won’t be able to sign up for future appointments until you’ve completed your current scheduled one.

Here’s how you can schedule a monthly live call with your bookkeeper.

  1. Sign in to QuickBooks. Note: For the best experience, sign in to QuickBooks in your web browser. Not all Live Bookkeeping features are available on the QuickBooks App for Windows and Mac.
  2. Select Live Bookkeeping
  3. In Live Bookkeeping, select Schedule appointment.
  4. Fill in the required info and select an appointment time. 
  5. When you’re finished, you’ll get a confirmation email and SMS message that your appointment is booked.

You'll get several reminder emails about your appointment. If you need to cancel your appointment, use the link in the confirmation email. You can always see your next scheduled appointment in Live Bookkeeping.

Communicate with your bookkeeper through the Document and Request Center

Between monthly meetings, you and your bookkeeper can communicate through comments in the Document and Request Center. You’ll get an email notification when your bookkeeper leaves a new comment on a request. You can sign in, view the comment, and reply to your bookkeeper. Here’s how to view comments or make a new comment on a document.

  1. Sign in to QuickBooks. 
  2. Select Live Bookkeeping.. 
  3. In the Document and Request Center under the Request tab, select the request you want to view or enter comments on.
  4. Select the Comments field. You’ll see any new comments from your bookkeeper here. 
  5. To leave a new comment, enter your message and select Post.

Chat with a product expert through QuickBooks Live Bookkeeping

Live Bookkeeping Messaging connects you to a QuickBooks product expert. Though these experts can’t give you specific bookkeeping advice, they can answer your questions about QuickBooks or connect you to the right resources for bookkeeping help. Here's how to chat with a product expert. 

  1. Sign in to QuickBooks.
  2. Select Live Bookkeeping.. 
  3. In Live Bookkeeping, select Send a message.
  4. You’ll be connected to a product expert who can answer your questions about QuickBooks or help you get a message to your bookkeeper.

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