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Level 1

Forced to ask the QB community this ? b/c QB has the LEAST available customer assistance in the developed world. How do I request a one step update to refresh accts?

 
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Highlighted
Moderator

Forced to ask the QB community this ? b/c QB has the LEAST available customer assistance in the developed world. How do I request a one step update to refresh accts?

Hello @taxcosilver,

 

Multi-Factor Authentication is additional security mandated by your financial institution upon the connection integration. I'd suggest reaching out to the Technical Support of your financial institution and discuss this with them.

 

I'll be also creating a feedback ticket to be submitted to our product developers contacting your request. I'm adding these helpful articles to help manage your bank account and transactions: Banking and Bank Feeds.

 

If you have any other concerns, please let me know in the comments. I hear you and I'm ready to help.

Highlighted
Level 1

Forced to ask the QB community this ? b/c QB has the LEAST available customer assistance in the developed world. How do I request a one step update to refresh accts?

I reached out to the Tech department of my bank to ask why I couldn't connect my QB acct to one of my cc's.  They very specifically said (and it was a live person, imagine that...) that I needed to call QB to request a "one step update" to refresh the available accounts.  

 

I have spent the entire afternoon thus far attempting to reach someone - anyone - at QB for help.  I finally got a call back and the agent (?) who called could not communicate beyond directing me (over and over and over and...) to select the "add account" button and follow the prompts.  Which failed to show me the account I wanted to add.  Multiple times.  Too many to count.  We just repeated the same 4 or 5 steps over and over with the same results.  Maddening.  I courteously asked for another agent.  I was met with silence after almost every question I asked.  She finally just went silent and then hung up.  I've requested another call and will continue to be courteous and kind, but this this ridiculous.   My usually half full glass looks really empty after the brain drain of trying to get help from the same company who is unfailingly faithful to take my money every month.   

 

Sincerely disappointed.  

 

Tracy  

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QuickBooks Team

Forced to ask the QB community this ? b/c QB has the LEAST available customer assistance in the developed world. How do I request a one step update to refresh accts?

It's our top priority to help you with any concerns you have, including your interactions with our support, Tracy. But what you've recently experienced is less than acceptable.

 

I'll send feedback about your experience over the phone to our Management Team. We'd like to have this opportunity to better help you in an efficient and streamlined manner in the future. That being said, I want to make it up to you in the Community space. 

 

Generally, the volumes of calls that we received increases during busy season. This the reason why you experienced long wait time upon requesting for a callback.

 

Can you provide me the name of your financial institution? This way, I'll be able to thoroughly check our records here if there's any related reports or investigations.

 

Although, I'd like to have another go at helping you over the phone, too. I've listed the steps below on how to connect with us in case you don't have it handy anymore. 

  1. Click the Help icon.
  2. Hit Contact Us.
  3. Enter "Unable to connect" with your bank's name in the description.
  4. Select Let's talk.
  5. Choose Get a callback.

Please check out our support hours to ensure that we address your concern on time.

 

Our doors are always open to assist you. I'm looking forward to helping you out in the Community. 

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