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brian-scott-mand
Level 1

I signed up for QB Live Bookkeeping, but do not see the option to schedule an appointment. Can someone help?

 
5 Comments 5
Kristine Mae
Moderator

I signed up for QB Live Bookkeeping, but do not see the option to schedule an appointment. Can someone help?

I'll walk you through with scheduling an appointment, Brian-scott-mand.

 

Just follow these steps:

  1. Go to My Experts.
  2. Under Live Bookkeeping, select Schedule my appointment.
  3. Fill in the necessary fields.
  4. Select an appointment time.

Once done, you'll receive a confirmation stating your appointment is booked. For more information, refer to this article about QuickBooks Live Bookkeeping FAQ.

 

If any questions arise, don't hesitate to leave a comment below. Take care!

brian-scott-mand
Level 1

I signed up for QB Live Bookkeeping, but do not see the option to schedule an appointment. Can someone help?

I do not see Live Bookkeeping under My Experts even though I am signed up for it.

Catherine_B
QuickBooks Team

I signed up for QB Live Bookkeeping, but do not see the option to schedule an appointment. Can someone help?

Thanks for keeping us posted, brian-scott-mand.

 

We can verify your QuickBooks Live Bookkeeping subscription within your QuickBooks Online account.

 

Here's how:

 

  1. Log in to qbo.intuit.com.
  2. Click the Gear icon and select Account and Settings
  3. From the Billing & Subscription menu, the QuickBooks Live Bookkeeping Setup should indicate that you're subscribed. 
  4. Click Done to exit the page. 

You might also try performing a few browser troubleshooting steps. There are times that frequently visited sited such as QuickBooks store cache files. Once piled up and not removed regularly can cause unexpected behavior within the system. 

 

To start, log in to QuickBooks using a private browser. Then, follow the steps provided by my colleague on how to schedule an appointment. If you're able to view that option, you can switch back to the main browser and clear the cache. You can also use other browsers to isolate these kinds of issues. 

 

If you get the same thing, you can contact our Phone Support Team. To ensure that we can assist you immediately, check out our support hours

 

Please keep me posted on how these works. You take care!

brian-scott-mand
Level 1

I signed up for QB Live Bookkeeping, but do not see the option to schedule an appointment. Can someone help?

I can confirm that I am subscribed. I tried using a private browser on both Chrome and Safari and still did not see the Live Bookkeeping option under My Experts.

MirriamM
Moderator

I signed up for QB Live Bookkeeping, but do not see the option to schedule an appointment. Can someone help?

Hello again, @brian-scott-mand. I appreciate you for keeping us updated.

 

Since the Live Bookkeeping option under My Experts is still missing after performing the steps provided by my colleagues above, I recommend contacting our Customer Care Team. They have the tools to check the unforeseen conditions of your company file and perform a screen-share for further isolation.

 

Check out this link for ways on how to connect with us: Contact the QuickBooks Online Customer Support team.

 

In the meantime, to set an appointment to your bookkeeper, you can send an email appointment outside the system. 

 

If you need tips and related articles in managing your account, visit our Community Help Articles hub.

 

You can get back to me anytime you have additional inquiries in QuickBook. I'm here to ensure your continued success. Have a great day!

 

 

 

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