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Level 1

Can I chat with an agent?

21 Comments 21

Can I chat with an agent?

I hope you're doing well there, @Sino


Thanks for taking the time to post here in the Community. 


Let's get you in contact with a QBO Support specialist.


Here are the steps: 


  1. Log in to your QBO company.
  2. Select Help at the top right.
  3. Select Contact Us to connect with a live agent.
  4. Enter the description of your issue under How can we help?, then click Continue
  5. Click Start messaging under the Message an Agent section. 
  6. Enter your first and last name, email address, and phone number.
  7. Click Send message


Please see the screenshots below to show you the last three steps. 






For more information, you can check out this helpful article: Contact the QBO Customer Support Team


That should get you in the right direction, @Sino. As always, feel free to add a comment below if have other concerns, I'd be glad to help. Have a wonderful day!

Level 1

Can I chat with an agent?

forgot password for company file

QuickBooks Team

Can I chat with an agent?

I saw your first post about resetting password, LSH1.


I already answered the first post. This link will direct you to that thread:


Also, the instructions provided by RaymondJayO will help you contact a live agent.


The Community is always here to help.

Level 1

Can I chat with an agent?

My name is Cathy.  I am using Desktop Pro 2019.  I just started using the import feature and for the most part it works just fine.  However, it is importing credit card transactions as checks.  How can I fix this?  Thanks!


Can I chat with an agent?

Hello Queencat28,


Welcome aboard to the Community. It would be my pleasure to lend a hand with your concern about importing credit card transactions in QuickBooks Desktop.


There are several ways on how you can import credit card transactions into the Desktop version. Can you share with me which method you're using to download the bank data?


The information that'll show in QuickBooks will depend on the data from your financial institution or third party applications. If you're trying to import IIF file, you can review the content by editing it through the Microsoft Excel program.


For the detailed steps, please visit the article I recommend on this (scroll down to Edit the exported file):


Export or import Intuit Interchange Format (.IIF) files.


If your bank provides the QBO file format for your data, you can also try using the Web Connect feature to import the transactions into your Bank Feeds. For additional reference, I'm also adding an article about importing/exporting data in QuickBooks Desktop:


Import/export overview.


Keep in touch with me here should you have any additional questions or concerns with the imported transactions. I want to make sure you're taken care of.

Level 1

Can I chat with an agent?

Do you have A/P and A/R?

Not applicable

Can I chat with an agent?

Hi there, @mamadou54.


I'm here to help share some information about A/R and A/P accounts.


Yes, we do have these accounts in the Chart of Accounts page. You can refer to this link to know more about managing these accounts: Accounts Receivable, A/R Management and Reports.


To give you a better view about the A/R and A/P workflows, you may check out the following links below.


Accounts Receivables & More


Accounts Payable & Balances



I'd like to include this article as well if you need to manage your accounts in QuickBooks: How to manage default and special accounts in the Chart of Accounts.



Keep me posted if you have follow-up questions about A/R and A/P account. I want to help however I can.

Level 1

Can I chat with an agent?

hello. i just added our new bank account, with the same bank as our old one, but it doesnt want to direct/ automatically download the transactions. what do i do?

Level 1

Can I chat with an agent?

Hello, i have to add a new bank account, with the same bank, but i see that the transactions dont automatically update. HELP!!

QuickBooks Team

Can I chat with an agent?

Thanks for joining us here in the Community, @mjeik.


If it's your first time to connect your online bank and credit card accounts, QuickBooks Online automatically downloads the last 90 days of transactions. If you don’t see new transactions from your bank, or can’t find ones you already downloaded, we can try to check the transactions under the banking tab.


Here's how:

  1. Go to the Banking tab.
  2. Select the blue tile at the top for the bank account you want to review.
  3. Start with the For Review tab. QuickBooks puts successfully downloaded transactions in the For Review tab. These are waiting to be categorized into an account. They won’t show up on reports until you do.
  4. Next, check the In QuickBooks tab. Once you’ve categorized them, downloaded transactions move to the In QuickBooks tab. The Added or Matched column tells you which account a transaction moved to.
  5. Check the Excluded tab.

Transactions you’ve marked as duplicates or personal go to the Excluded tab. These won’t be added to QuickBooks.


For complete details about this process, please check out this article: What to do if you can’t find downloaded bank transactions


However, if you need more than 90 days of transactions, you can export additional historical transactions from the bank and upload them into your QuickBooks company. To do that, please refer to the steps found in this article: How to upload more than 90 days of bank transactions. 


Also, here are some articles some helpful articles about fixing online banking issues for your future reference: Fix online banking errors in QuickBooks Online.


If the issue persists, I'd suggest reaching out to your financial institution. This is because QuickBooks is dependent on the information that was transferred from your bank.  


Keep me posted if you have any other questions with this concern. I'll make sure to get back to you as soon as I can. Have a great night!

Level 2

Can I chat with an agent?

where to submit pay check forgiveness documents

Candice C
QuickBooks Team

Can I chat with an agent?

Good Evening, @bhupinder


It's great to see a new face here in the Community. The SBA (U.S. Small Business Administration) would need those documentations for your Paycheck Protection loan forgiveness application. Here are a few articles and guides that can provide some additional information about the PPP: 



If you have any other questions, please don't hesitate to contact me. I'm always here to lend a helping hand. Have a great day!

Level 1

Can I chat with an agent?

I am getting an error 2107


Can I chat with an agent?

Thanks for joining this thread, @sb36.


I'll share with you the possible root cause and troubleshooting steps on how to resolve error 2107 in QuickBooks Desktop. 


Error 2107 means there is missing information on one of your employee's direct deposit (DD). Please, double-check if the bank information is complete, like routing number, account number, and other data. Once you confirmed the data of your employees is complete, then re-process the payroll. 


If the same problem, let's make sure that your QuickBooks software is updated to the latest version. Please, press F2 or Ctrl+1 to check your current version and release. 


If you're in the old version, here's how to update: 


  1. Go to the Help menu.
  2. Choose Update QuickBooks.
  3. Select the Update Now tab, then click Get Updates.
  4. Wait until finished, then restart the computer get the latest version. 

Once completed, let's download your latest payroll tax table. This is to ensure your QuickBooks get the newest payroll tax table to stay up to date. You can close QuickBooks one more time. Then, try to upload your payroll report again.


If the issue persists after reviewing the information and updated to the latest release, I'd suggest calling our Customer Care Team. They can further take a look at your account and provide other troubleshooting steps to get this resolved. 


Here's how to contact: 


  1. Go to the Help menu, then choose QuickBooks Desktop Help
  2. Hit Contact Us at the bottom part. 
  3. Type error 2107 or contact us in the description field.
  4. Click Start a Message


Check out first our support hours and types to ensure we address your concern promptly. 

Please browse through these articles below about managing direct deposits and your QuickBooks account. 



Feel free to post a comment below if you have other questions. I'll get back to you shortly.

Level 1

Can I chat with an agent?

I have tried to connect with chat line and it wont let me print / type.  its like the keyboard is froze just on your chat and other contact submit area.  Both arent working.  Please try going to the "Help" as you are advising us quickbook users to do.  There are not clear options as you say there is, to click.  Please let me know how I can email or chat with someone.  This error that I have 2107 , I get every year when setting up new company file for same "company"  I just like my years separate.  Same subscription, same payroll subscription and product numbers and same Fed ID number.  So I know that is the issue but your team has always taken over my mouse and just did the 123 remote thing and fixed it.  Sometimes it took hours but they fixed it.  I cant correct this issue on my end as a customer.  I have had QB for 20 years and upgrade so I have always had the current.  I have enterprise 2019 but will probably update once this is fixed.


Can I chat with an agent?

I understand what you're feeling now, Lawrence61. I also sometimes need assistance from someone if I'm experiencing difficulties while working on my account. 


I'm here to ensure you can connect with our Customer Care Support Team, so they can take a closer look into your specific account in a private 1-on-1 setting and determine the reason why you're getting the 2107 error message and troubleshoot it for you.


Here are the steps on how to reach out to them:


  1. Click on this link:
  2. Choose your QuickBooks product.
  3. Select which edition of QuickBooks Desktop you're using.
  4. Enter "getting error 2107" in the What's your question? box.
  5. Click on Continue.
  6. Choose on either to Chat with us or Have us call you options.

That's it! One of our live support agents should help you with getting rid of the error message.


Please let me know if you have any other payroll concerns. I'm always ready to help.

Level 1

Can I chat with an agent?

Call ball talk to live agent [phone number removed]


Level 1

Can I chat with an agent?


Fiat Lux - ASIA
Level 15

Can I chat with an agent?



QuickBooks Team

Can I chat with an agent?

Hi there, John. 


I'm available to help with any QuickBooks issues you may be having right now. Please feel free to leave a reply below and let me know what's going on, so we can get started.


I'll be waiting for your response. Take care!

Level 1

Can I chat with an agent?


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