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Rea_M
Moderator

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hello there. Thanks for joining the thread.

 

Let me help you perform some troubleshooting steps so you can register your customer's new email address in QuickBooks Online (QBO). This way, you can keep your customer's profile updated and manage invoices and other income transactions accordingly.

 

When you mail out invoices, you're unable to change your customer's email address in the Send email window. This is because it'll automatically default to the customer's registered email address in their profile. Please see the screenshot below for your reference.

 

80.PNG

 

Based on your description of the issue above, it seems that you have corrupted or damaged webpage data. This is due to the browser's collection of data over time from frequent page visits. To fix this, you can perform some troubleshooting steps.

 

You can start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

 

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

Once signed in, go to the + New button and then create and send an invoice to your customer. 

 

If you see your customer's new and updated email address while sending their invoice, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performance issues. However, if this matter continues, I'd recommend using other supported browsers.

 

Once your customer pays your invoice. record the payment to mark the transaction as paid. For the step-by-step guide, please refer to this article: Record invoice payments in QuickBooks Online.

 

When everything is all set, you may also want to check out this article as your reference to guide you in personalizing info to your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please keep me posted on how it goes in the comments below. If you have other concerns about managing customers' info and transactions in QBO, I'll gladly help. Take care, and I wish you continued success.

cats10
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Can't find the help icon at top right.!!!! I'm trying to renew Quickbooks, but payment method screen will not accept a CW number for credit card. Have tried several different cards. (Error Code: EBPI-400-Bill-002)

DHeraV
Moderator

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

This is not the kind of experience we want you to encounter while using the product, @cats10,

There are times when the browser is not well-configured and causes problems. To sort it out, I suggest accessing your account by using a private window.

To access incognito mode to some of the most commonly used web browsers, here's how:
 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Option + P


If you're finally able to see the Help (?) icon in your QuickBooks Online (QBO) account, it's safe to say that the browser has caused the issue. This can be fixed by clearing your cache and cookies.

Furthermore, to ensure that you'll get to renew your QBO subscription. I highly recommend reviewing your information and checking your method of payment.

Follow these steps to view your subscription information:

1. Sign in to QBO as the primary admin.
2. Select the Gear ⚙ icon, then click Account and settings.
3. Click the Billing & Subscription tab.
4. Review the information in each section.

  • To view payment history: In the QuickBooks Online tile, select View payment history. Your billing history shows the last 6 months’ bills.
     

For detailed information, kindly visit: Manage billing, payment, and subscription info in QuickBooks Online.

In addition, I'll share this link where you can search articles to help you set up your QBO company: Help Articles.


Should you require further assistance with the payment method of your QBO subscription, feel free to leave a reply. The Community team is here to help anytime. Keep safe!

srehman
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I was chatting and lost connection

 

Rasa-LilaM
QuickBooks Team

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hello there, srehman.

 

I can help and provide answers to whatever questions you may have about QuickBooks. However, I have to gather more information on what you're experiencing. This is to ensure a timely solution and check for any reported issues.

 

Did you come across any errors or issues while working in QuickBooks Online (QBO)? What specific task do you need further assistance with? 


I'm looking forward to your response. Thank you in advance and stay safe. 

Dmund
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I don’t use on line. 

19815
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

How do I get a case number?  I want to change a user name to mione-I own the company. I have the chane contact name form completed, but cannot upload because a case # and PIN are required.I am going in circles-for dsays now-please help-Thank you (person or computer) Chris Foster [removed]

Rubielyn_J
QuickBooks Team

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I appreciate you checking in with us.

 

My goal is to ensure that you're directed to the appropriate support team that can assist you with changing the username and primary admin for your QBO account.

 

As Community is a peer-to-peer forum, I'm unable to access your account for security reasons. I recommend reaching out to our QuickBooks Online Support team, who can securely review your account and check any case numbers and PINs.

 

For detailed steps, you can utilize the steps below: 

 

  1. Proceed to the Help (?) icon at the top.
  2. On the Assistant tab, click Talk to a Human.
  3. Enter your concern in the Type Something field, then click the Send icon.
  4. Click I still need a human.
  5. Select Get help from a human.
  6. You can either select Chat with us or Have us call you options.

 

Moreover, I've collected some references you can check out to help modify and request to be the admin user: 

 

 

If you need further assistance with obtaining a case number, please feel free to comment below and I'll be happy to help you. Have a good one.

DEBBIE2015
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I would like this error resloved!!!! EBPI-400-BILL-002

JoesemM
Moderator

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hello there, @DEBBIE2015.

 

I am happy to assist you in achieving your goal. However, could you provide me with more information regarding the error message and what are you trying to achieve when you got this error message EBPI-400-BILL-002? This will help us understand the issue better and provide you with an accurate solution.

Please take your time and reply to me. If you have any other questions, feel free to ask. We are always here to help you. Have a wonderful day!
 

eyeguy
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I am trying to pay for my new subscription; however, my Security code will not stick no matter which card we use.  We tried this a few weeks ago and the same think happened!

 

Marilyn

MarkAngeloG
QuickBooks Team

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I understand the importance of paying for your new subscription, @eyeguy . I assure you that I'm here to help you resolve this so you can continue paying your new subscription and do business with us.

 

Sometimes, our web browsers accumulate too much cache, which can cause a website to slow down and malfunction in certain features. Therefore, we need to troubleshoot your browser to ensure it runs smoothly with QuickBooks Online (QBO). Let's try accessing QBO in a private window or incognito mode. Here are the keyboard shortcuts to go to the private window in your browser:

 

For Google Chrome / Microsoft Edge / Opera:

  • Windows: Ctrl + Shift + N
  • Mac: Command ⌘ + Shift + N

For Firefox:

  • Windows: Ctrl + Shift + P
  • Mac: Command ⌘ + Shift + P

For Safari:

  • Shift + Command ⌘ + N

 

If this works, you may proceed to clear your browser's cache. However, if the error persists, I recommend contacting our QuickBooks support team, as they have the suitable tools to help you find the cause of this issue and apply the correct solution.

pamkr48
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I'm not sure. When this was sent but my problem is I'm being charged $60 monthly and haven't used payroll since September

 

Thank you....Pam Krueger 

 

AlcaeusF
Moderator

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hi Pam,

 

I appreciate you keeping in touch regarding the issue with your billing. Allow me to step in and help you get the support you need regarding the monthly charges for the payroll subscription.

 

Since the charges include the prior months, the problem requires further review of your account billing. I recommend contacting our Payroll Support Team to assist with your subscription concern.

 

Our Customer Support Team for QuickBooks Online Payroll - Core, Premium is available from 6 AM - 6 PM PT (Monday - Friday). For QuickBooks Full Service Payroll, QuickBooks Online Payroll Elite/Premium, any time, any day.

 

Here's how:

 

  1. Click the Help tab in the upper-right corner.
  2. Go to the Assistant tab.
  3. Click Get help from a human.
  4. Choose Chat with us or Have us call you.

 

Also, check and cancel any active payroll subscription to avoid additional charges. You can go to the Account and Settings of your QBO to view the status.

 

Aside from contacting support, you can manage your subscriptions directly on the billing section of your account. I've included a link you can check out for additional guidance on the process in QuickBooks: Manage billing, payment, and subscription info in QuickBooks Online.

 

Feel free to post here about your QuickBooks concerns, like subscription or billing issues in this space. We'll be here to lend a hand. Have a great day ahead.

Carl32
Level 1

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Trying to sign in

Email and phone number don't match

MAnneJ
QuickBooks Team

Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

Hi there, @Carl32.

 

Let me provide to you recover your credentials in QuickBooks Online (QBO). You can still recover your account if you still have access to your email and phone number.

 

Here's how:

 

  1. Click our sign-in help page.
  2. Enter email, phone number, or user ID of your account.
  3. Enter user ID (you may choose which method you prefer), enter a phone number (we'll send you a text message), or enter your email address (we'll send email verification code).
  4. You may follow the instructions in the message or enter the verification code received via email.
  5. When prompted, you can reset your password or Skip.

In addition, you can refer to this article to learn in updating business or contact names in Intuit Account: Update business or contact names on your account.

 

Feel free to reply to the thread for any additional help needed signing in your account in QBO. Have a great day ahead.

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