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Zarate Studios
Level 1

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Do they give referral codes? I've been searching everywhere on my account for a referral code for a colleague that is wanting to use Quickbooks for their own business...

MorganB
Content Leader

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Hello, Zarate Studios.

 

Thank you for joining this thread. I'm happy to provide some info about referring your friends to use QuickBooks Online.

 

You may be interested in joining the QuickBooks Business Affiliate Program. By doing so you can offer discounts and earn commissions on QuickBooks Online subscriptions. The QuickBooks Business Affiliate Program is a great way to build deeper relationships with your small business customers, and to attract new ones. As a Business Affiliate, you can offer unique discounts on QuickBooks Online. Or, you can earn commissions for referring new paying subscribers to QuickBooks Online.

 

The following article provides additional info about promoting and selling QuickBooks through the QuickBooks Business Affiliate Program.

 

Please feel free to reach back out if you have any other questions. I'll be here to lend a hand.

1917
Level 1

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Renewal Charge 

 

Chrea
Level 8

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@1917 

QB Desktop or Online?

Any specific concern?

JoesemM
Moderator

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Thank you for reaching out, 1917.

 

I would love to assist you in achieving your goal. However, could you provide more information about the specific issue you're facing? Are you experiencing difficulties renewing your subscription or seeing extra charges on your account?

 

If you have a question regarding a subscription charge from Intuit or QuickBooks Online, start by reviewing detailed information on your subscription rates in QuickBooks Online.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon, then Subscriptions and Billing.
  3. You’ll see all your active subscriptions.

 

The description on your bank/credit card statement can also help identify where a charge came from.

 

If you need to resubscribe or switch to a different payment method, follow this article: Resubscribe to or reactivate QuickBooks Online.

 

Moreover, it would be helpful if you could provide a screenshot of the transaction or account details related to the charge. This will allow me to understand the situation and offer a more accurate resolution.

 

Once everything is set, you can manage your QBO subscription by updating your payment method, changing your plan, or checking your billing records. For a complete guide, check this article: Manage billing, payment, and subscription info in QuickBooks Online.

 

I appreciate any details you can provide regarding the renewal charge or concerns related to QuickBooks. I look forward to assisting you again. Take care.

LucS
Level 1

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I just had the worst experience with customer support. The guy told me that I should not use the app and 6 months ago I was told otherwise. He told me that a lot of things have changed in 6 months and that Microsoft is to blame. He ended up raising his voice at me. I think that they forget who is paying their salary. I am getting tired of this product, I have had several bad experiences and I feel that it is not ok to be treated that way when you pay the bill 

Tori B
QuickBooks Team

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Thanks for sharing your concerns, @LucS.

 

Please know that we do not wish to leave you with this impression. I have noted your concerns and will be sure to report them. 

 

I am happy to help you in any way I can. You can always reply to this comment, and I will be sure to get back to you promptly. Would you mind sharing what's going on? Please provide as many details as you can so I can share the right set of steps. 

 

Our goal is to ensure that our valued customers, like you, get the support they need. Working together is how we can thrive and create solutions. Chat with you soon!

Newbetteryou
Level 1

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Hello! I have problem with connecting my Wise account to the Quick boks app. 

Carneil_C
QuickBooks Team

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There are possible errors that can prevent the Wise account from connecting, @Newbetteryou. However, I need more details to help me get on the same page. I'm here to provide assistance to help you sort this out.

 

Could you please confirm if you're currently using the QuickBooks Online (QBO) mobile app or the QBO Desktop app? Also, are you having trouble trying to connect a Wise account through an application or bank? Do you encounter specific errors while connecting it with your QuickBooks Online (QBO)? Any additional information you can share would be appreciated.

image.png

 

For now, I recommend accessing your QBO account in a web browser and connecting your Wise account from there. If the issue persists, you can perform some troubleshooting steps to help rectify the possible browser-related issue.

 

First, open your account in an incognito or private window for testing. Here are the keyboard shortcuts for quick navigation:

 

  • For Google Chrome browser: Ctrl + Shift + N
  • For Mozilla Firefox browser: Ctrl + Shift + P
  • For Safari browser: Command + Shift + N

 

If you're able to connect Wise seamlessly, you may get back to your default browser and clear its cache or use a different supported browser.

 

On the other hand, you can manually upload your bank transactions using a CSV file and ensure that you format your data according to the QuickBooks requirements.

 

After that, you can categorize them to ensure that they're posted to appropriate accounts for tracking.

 

If you need additional support in managing your transactions, feel free to explore our QuickBooks Live Expert Assisted services at any time. Our professionals are available to discuss valuable practices to help you organize your entries for precise reporting and tax calculations.

 

Click the Reply button if you require additional assistance in setting up bank or app connections in QBO. We're determined to help you succeed.

JoeBoxer4715
Level 1

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I need to talk to a person cause I have a unique situation that needs to be handled 

Candice C
QuickBooks Team

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Good evening, @JoeBoxer4715

 

Thanks for joining in on this thread. 

 

You can contact our Customer Support Team in the product by following the instructions below: 

 

  1. Go to the Help icon in the top right-hand corner. 
  2. Tap the Contact Us button. 
  3. Enter your question and hit let's talk
  4. Scroll down and select to Get a callback

 

Support Hours: 

 

Solopreneur, Simple Start, Essentials, Plus 

 

  • M-F 6 AM to 6 PM PT
  • Saturday, 6 AM to 3 PM PT

Advanced

 

  • any time, any day

 

Please let us know how your call goes. We're always here to lend a helping hand! 

Elisa Carter
Level 1

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I ordered a credit card reader and need to know when I will receive it 

GianSeth_A
QuickBooks Team

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Your card reader should arrive in 4 to 7 business days. Elisa, to track its progress, I recommend checking your order confirmation email. I'll add more details below.

 

Card readers are compatible with the GoPayment app and other QuickBooks products. Also, if you're using QuickBooks Online through a web browser, you can generate and send invoices via email, allowing customers to make online payments.

 

To learn more, visit the Mobile Credit Card Reader website to view rates.

 

Moreover, you can check out this article: Set up a card reader for QuickBooks. It provides a step-by-step guide to manage your transactions efficiently.

 

Additionally, here's an article that can help you in the future: Process payments in the GoPayment app. It'll guide you on how to connect and give you full insights about the progress.

 

We aim to provide you with a seamless and efficient experience. If you require further assistance managing your card reader, click the reply below. We'll answer it right away.

patrigsby
Level 1

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This is a Personal account (not a business) I have an older version of QuickBooks,   QuickBooks Pro 2009. I purchased a new laptop and I am not able to get into my QuickBooks.

Chrea
Level 8

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@patrigsby 

QB Desktop 2009 is too old and Intuit servers will reject all reactivation attempts. You should consider upgrading to a newer version with a non-subscription license (2016 or newer).

Territracking
Level 1

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is it possible to pay my subscription day before the expiry date. and how do l do that?

Chrea
Level 8

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@Territracking 

QB Online or Desktop?

 

Irene R
QuickBooks Team

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Advance payment to your QuickBooks Online subscription before the day it expires isn't possible, Territracking. Let's dive deep into this topic.

 

QuickBooks Online (QBO) operates on a recurring billing model. This means that payments are automatically collected at regular intervals, such as monthly or annually, depending on the subscription plan selected. This approach ensures consistent cash flow and simplifies the accounting process for our users.

 

Additionally, for assistance with your billing and QBO account, you can consult this article: Manage billing, payment, and subscription info in QuickBooks Online.

 

Furthermore, if you want to view your payment history in your QBO account, you can do so by following these steps:

 

  1. Log into the QBO account.
  2. Go to the Gear icon ⚙, then click on Subscriptions and Billing.
  3. Choose View Payment History to view the last 6 months' bills.
  4. Review the details in each section.

    billing history.png

 

I appreciate your commitment to securing your QBO payment subscription. If you have any questions or if anything else arises, please feel free to leave a comment below. I'm here to help you and ensure you have everything to move forward.

Wilson Rentals
Level 1

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I was reaching out in hopes I could get a phone number to call about a refund I requested. I have not received any update about it or the funds and this was back in July of 2024.

Rusimyhr
QuickBooks Team

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If I were in your situation, I would also ensure that I treat this matter with urgency for immediate resolution, Wilson. I'll outline how you can connect to our Live Support team.

 

Please note that we cannot provide the phone number directly in the Community forum due to security reasons.

 

While I can't provide the phone number, we can route you to the Live support team as they have the specialized knowledge and resources to address refund inquiries effectively and efficiently. This way, you can receive the most accurate and timely assistance for your specific request.

 

To connect with our experts, here's how:

 

  1. Visit this website: Contact Us.
  2. Choose the product you're using, then click Continue.
  3. Please follow the on-screen instructions and provide all the required information to move forward.

 

For complete details regarding our support hours, please check out this article: Get help with QuickBooks products and services.

 

In case you need to move and save your data in QuickBooks Online, you can use the export tools to ensure you have backup access to your files.

 

Please know that we are always available to help you with your refund and any inquiries you may have regarding QuickBooks. We’re always here to provide you with the support you need.

percytowersllc
Level 1

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I AM ABOUT FED UP WITH QUICKBOOKS.

 

NO WAY TO GET IN TOUCH WITH SOMEONE WHO CAN ACUTALLY HELP ME.  MY REFUND IS STILL PENDING AND YOUR EMAIL STATES THAT THE FULL AMOUNT WILL BE FOR ALMOST 1/4TH OF WHAT THE ACTUAL AMOUNT IS OWED.

 

WHY IS IT THAT I WAS CHARGED FOR A SERVICE WHICH I HAD CANCELLED OVER THE PHONE WITH YOUR CUSTOMER SERVICE 3 HOURS PRIOR???

 

I NEED ACTUAL CUSTOMER SUPPORT THAT HAS THE AUTHORITY TO HELP

JaneDave_I
QuickBooks Team

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This is not the outcome we hope for when promoting our product, Percy. Allow me to offer some perspective on why you're seeing charges in QuickBooks, despite having terminated your plan. There could be several factors at play here.
 

Before we begin, it's important to first ensure that your cancellation was successfully processed within your account. If so, you should've received a confirmation email from Intuit which verifies that your plan was officially terminated. However, if that's not the case, this only means that your plan haven't been revoked. Thus, the reason why you're still being charged by QuickBooks.

 

Apart from this, timing also plays a vital role in this matter. If you've cancelled your plan close to your payment schedule, there's a possibility that you're being charged before your plan cancellation takes effect. Thus, another reason why you've encountered unexpected charges from us.

 

In addition, you can also consider checking for other active subscriptions that are linked to your payment method. This will also trigger the charges despite discontinuing your plan.


To confirm whether you have another active plan, you can follow the steps below:

 

  1. Sign in to your Intuit Account.
  2. Go to Products & billing.

 

Once you've chosen your plan, look for a cancellation confirmation that resembles the image provided below:



However, if you've confirmed that your plan has been processed successfully. I highly recommend contacting our QuickBooks Support Team. They have advanced tools such as screen-sharing sessions for a detailed review of your account.

Please check this reference to know the availability hours that will suit you: Support Hours.

 

Moreover, you can refer to this page to have an overview on how Intuit process charges, along with the steps on how to look for charges in your billing history: Understand Intuit charges on your credit card or bank statement.

 

We're committed to resolving your issue with regard to your billing charges from QuickBooks, Percy. Please let us know if you need any additional information by revisiting this thread. The Community is always here to help. 

djpellissier
Level 1

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I set up a new account on my Quickbooks and didn't set a password now I cant open the account

Chrea
Level 8

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@djpellissier 

QB Online or Desktop?

BabyB
QuickBooks Team

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We'll have to perform troubleshooting steps to help you access your account, Dj. Instructions are outlined below.

 

Before we proceed, please specify the product you are using and the prompt message received after login attempts, so we can accurately address your concern.

 

If an account creation didn't go through, this explains why you can't open the account. Let's follow the troubleshooting steps below to confirm if the account was created, as QuickBooks will send you a verification code.

 

For QuickBooks Online (QBO), you can follow these steps:

 

  1. Go to our sign-in help page.
  2. Enter the phone number or email address associated with your account.
  3. If you entered a phone number, click Text a code to *number*.

    image (3).png

  4. If you entered your email address, follow the instructions in the message.
  5. When prompted, reset your password.

 

For QuickBooks Desktop, you can follow the complete process provided in this article: Can't open your company file in QuickBooks Desktop.

 

For the security of your account, refer to this material to help you protect your account against password theft: Secure your Intuit Account and prevent lockout with extra verification methods.

 

If you require further assistance managing your QuickBooks account, please add the details below. We're dedicated to helping you regain access to your account, enabling you to focus on your business operations.

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