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Level 1

How do I talk to a live person to help me

need someone to help me with reconcile accounts
4 Comments 4
QuickBooks Team

How do I talk to a live person to help me

Glad to have you here in the Community, @ycjjones.


I'll be happy to assist you in reconciling accounts in QuickBooks Online.


Reconciling accounts help make sure that your QuickBooks transactions match your real-life bank and credit card statements.


Before starting the reconciliation, you'll want to review your opening balance first. It needs to match the balance of your real-life bank account for whatever day you choose to start tracking the account in QuickBooks.


Once done, you can now proceed with reconciling. Below is the step by step process:


  1. Click Accounting from the left menu, then select Reconcile.
  2. Select the appropriate bank or credit card account from the Account drop-down.
  3. Check the Last statement ending date. Then, review the Beginning balance.
  4. Enter the Ending balance and Ending date as they're written on your bank statement.
  5. Then, click Start reconciling.1.PNG
  6. When you're ready, start with the first transaction on your bank statement.
  7. Find the same one in the Reconciliation window in QuickBooks.
  8. Compare each transaction on your statement with what's in QuickBooks. The difference between your statement and QuickBooks should be $0.00.
  9. Click Finish now, then Done.

I'm adding this article for more details: Reconcile an account in QuickBooks Online.


You might also want to read this article to learn the reconciliation workflow: Learn the reconcile workflow in QuickBooks.


Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day.

QuickBooks Team

How do I talk to a live person to help me

I'm back to ensure everything is flawless, @ycjjones.


Were you able to reconcile accounts in QuickBooks Online (QBO) with the steps I provided? If you need more clarification on this process, just let me know. I'll be sure to get back to you.


Thanks for coming to the Community, wishing you continued success.

Level 1

How do I talk to a live person to help me

I can't get into my Quickbooks since the update yesterday so I can't go to HELP and find a phone number to call.  HELP!!! Please!!  I can't be the only person out here who can't get QuickBooks to open since this update yesterday.  This is the first time this has ever happened since an update and I've been using Quickbooks a long time.  I have QuickBooks Pro2020  Lic#[deleted]


Barbara Lowry 


How do I talk to a live person to help me

Thank you for reaching out to the Intuit Community, @BarbaraL2.


This is currently an emerging issue that we are aware of and our engineering team are actively working to fix this for you. You can stay updated by contacting support and asking our phone agents to add you to our notification list. We'll email you once more information becomes available.


Here’s how you can reach them:

  1. Click on this link:
  2. Choose the Account.
  3. Enter the needed information and click Continue. 
  4. Choose a way on how to connect with the support. 

Keep me posted if you have further questions, I’m always here to help. Have a great day.

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