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SuzanneO
Level 1

QuickBooks Live Bookkeeping Setup - Refund

I purchased QuickBooks Live Bookkeeping Setup - a one time fee of $50. I don't need it any more, as I was able to set it up on my own. 

I spent several hours on chat this week with reps who told me they couldn't process a refund. I was sent in cirlce to different reps and no one could help me. 

And you can't request a refund on the website. Please help me. 

10 Comments 10
Giovann_G
Moderator

QuickBooks Live Bookkeeping Setup - Refund

Hi there, SuzanneO.

 

I can share details on how you can request for refund for your QuickBooks Live Bookkeeping Setup subscription.

 

Good to hear you're able to set up your account and I understand you no longer need it. You'll first have to cancel your QuickBooks Live Bookkeeping Setup through the Billing & Subscription menu to avoid future charges moving forward.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Click the Billing & subscription.
  4. Choose cancel in the QuickBooks Live Full-Service Bookkeeping section.
  5. Confirm your cancelation in the next window.

 

You can review this guide for more details: Subscribe to or cancel QuickBooks Live Bookkeeping.

 

Once done, I'd recommend contacting our QuickBooks Live Bookkeeping Customer Care team again. This is to make sure that your cancellation is successfully executed. But also, They can pull up your account in a secure environment and proceed with processing a necessary refund.

 

Also, I've got this helpful article to learn more about QuickBooks Live Bookkeeping and the services they offer: Learn about the QuickBooks Live Bookkeeping service. This contains topics about bookkeeper's credentials and what is included in the service.

 

Let me know if you have further questions about managing your account and subscription. I'm just around to help you.

SuzanneO
Level 1

QuickBooks Live Bookkeeping Setup - Refund

Hi Giovann, 

 

Thank you for responding so quickly, but I don't have the QB Live Full Service Bookkeeping. 

 

I only have: QuickBooks Live Bookkeeping Setup (please see screen shot) for the $50 one time set up fee.


It doesn't give you any options to cancel or request a refund. 

 

Suzanne

KlentB
Moderator

QuickBooks Live Bookkeeping Setup - Refund

Thanks for the screenshot, Suzanne.

 

Let me route you to the best support so this will be taken care of as soon as possible.

 

For refund requests, I'd recommend getting in touch with our Customer Care Team. This way, we'll be able to review your billing history and discuss the refund process for you. Here's how to connect with us:

 

  1. Go to the Help icon.
  2. Select Talk to a human.
  3. Enter "Talk to a human" again in the search bar.
  4. Choose I still need a human, then click Contact us.
  5. Select Get a callback or Send a message to start a conversation.

You may also get our phone number through our website. Additionally, I encourage visiting our  FAQ page to learn more about how the QuickBooks Live Bookkeeping service works.

 

If I can be of any other help, please don't hesitate to tag me in the comment section. Have a great rest of the day.

SuzanneO
Level 1

QuickBooks Live Bookkeeping Setup - Refund

Thanks, Klent for your help. But I tried this already last week. I was on chat for over an hour and was transferred to several different people. No one could help me. They all said they couldn't issue the refund. 

Then I did get a call and she still couldn't help me. She gave me the link to submit a request for refund and it doesn't give you the option for: QuickBooks Live Bookkeeping Setup

 

I would really appreciate it, if someone could just issue the refund. It really shouldn't be this difficult. 

katherinejoyceO
QuickBooks Team

QuickBooks Live Bookkeeping Setup - Refund

I appreciate for keeping us updated with your concern, @SuzanneO. I want to make sure you'll be connecting to the support that can help you process your refund request. 

 

Our Live Bookkeeping messaging connects you to a QuickBooks product expert. They can answer your questions about your subscription. Here's how to chat with a product expert:

 

  1. Sign in to QuickBooks, then select Live Bookkeeping
  2. In Live Bookkeeping, select Send a message.
  3. You’ll be connected to a product expert who can further assist you with your concerns.

 

For future reference, check out this link to learn more about getting a free consultation with one of our bookkeeping specialists.

 

Let me know how it goes so we can further assist you. We're always around here to help. 

 

SuzanneO
Level 1

QuickBooks Live Bookkeeping Setup - Refund

HI Katherine,

 

This doesn't work for me, as it's not a Bookkeeping subscription that I have.

 

It's a ONE TIME SET UP FEE for Bookkeeping set up. 

 

I'm really frustrated that I keep getting the run around to just process a refund of $50. This should be something so simple to process. 

MJoy_D
Moderator

QuickBooks Live Bookkeeping Setup - Refund

This is not the kind of experience that we want you to have, @SuzanneO.

 

I'm here to share some information that can help you request a refund. 

 

Yes, Live Bookkeeping is a one-time service for new QuickBooks Online customers. As much as I want to process this refund request, only our Customer Support team has the tools to do so in a secure environment.

 

You can reach our QuickBooks Live customer support through call and verify with them who'll process this refund request. Check the following link to get their phone number: QuickBooks Live

 

In case you'll consider subscribing to QuickBooks Online, here are some video tutorials that can help you get started with it: Video tutorials for QuickBooks Online

 

Stay in touch if you need more help with this refund request and or anything else by leaving a reply below. I'm always here to assist. Have a great rest of the day!

SuzanneO
Level 1

QuickBooks Live Bookkeeping Setup - Refund

Hi Mary Jo,

 

I called the number you gave me. And it wouldn't let me speak to a rep, it directed me back to the site to get help. 

 

Now what?

RCV
QuickBooks Team
QuickBooks Team

QuickBooks Live Bookkeeping Setup - Refund

I'm so sorry you've had to deal with this, SuzanneO. 

 

We aim to deliver customer satisfaction at all times. Besides, this isn't the kind of customer service we desire you to experience. I am certain that we have already provided all the steps to contact our QuickBooks Live customer support on this matter. Since you've been dealing with this for several different people already, I'll do my best here to forward this to the concerned department. Someone's going to reach out to you thru PM for the QuickBooks Live Bookkeeping Setup refund inquiry. 

 

We appreciate your understanding on this matter. Again, please know that this is not the experience that we wish you to have. I can assure you that we are doing our best to bring you back to business.

tracy001
Level 1

QuickBooks Live Bookkeeping Setup - Refund

This is exactly what I am going through right now...and the responses are exactly why I just cancelled quickbooks all together. No one knows how to actually get things done. 

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