I would like a refund for the prorated month of qbo live bookkeeping. I had my discovery call today and have decided I will not be using this Serivce.

Hello there, @tracibartlow.

When the QuickBooks Online (QBO) Live Bookkeeping service isn't meeting the needs of your growing business, you'll first have to cancel your account through the Billing & Subscription menu. Here's how:

1. Go to the Gear icon.
2. Select Account and settings. 
3. Choose the Billing & Subscription menu.
4. Click Cancel in the QuickBooks Live Full-Service Bookkeeping section.
5. Follow the on-screen instructions to complete the process. 

After that, I'd recommend contacting our QuickBooks Live Bookkeeping Customer Care team. This is to confirm that the cancellation process is successfully executed. They can also securely pull up your account and process the necessary refund on your behalf.

Also, I'm adding this article to answer the most frequently asked questions about QuickBooks Live Bookkeeping: Learn about the QuickBooks Live Bookkeeping service. It includes topics about bookkeepers' credentials and what's included with the service, to name a few.

Let me know if you have other concerns about managing your QuickBooks account and subscription. I'm just around to help. Take care always.

Thank you for this information.  I had already canceled the subscription.  I need to make sure I am refunded the prorated amount of $77 as I was told I would not be charged for our discovery call and only charged if I moved forward with the services which I am not..  How can I be sure I am refunded the $77? 

Hi there, tracibartlow.

I appreciate you for coming back to share additional details on your concern about refunding the prorated amount of $77. 

I can see that you've already contacted our support. However, I suggest contacting them again. They have the tools to check your account to verify the canceled subscription and can also provide you the complete information about the refund process. This way, they'll give you the assurance about the refunded concern.

Please refer to this article to see different information about refunds and how it works: Request a refund for your QuickBooks product.

Let me know if there's anything else you need help with. Know that I'm always here to help you anytime. Take care and keep safe!

• Your bookkeeper can close your books and prepare a trial balance. They can also send PDF copies of key financial reports including your profit and loss statement and balance sheet.

Hi QBO bookkeeping, I had been a customer for a few years, up and down but I like it. Recently, when I am waiting for the annual report, Live bookkeeping Disengaged me.  Then I called they created a case# 1596594162. I felt that QBO Live BK team did not live up to the COMMITTMENT as I copied from the Live Bookkeeping advertisement on the top of this post.

I requested the full refund. I attached my payment from Jan 2022-Feb2023.

I appreciate your response.

Thank you.

Thanks for getting involved with this thread, DY49.
 

Since you've already requested a refund, you'll want to keep an eye on your email for any updates about the request.
 

If you'd prefer to discuss it with our Customer Care team, they can pull up your account in a secure environment, conduct further research, and update you on the status of your request.

They can be reached while you're signed in.
 

Here's how:

1. Use the Help (?) icon.
   
   
    
2. Click Contact Us.
   
   
    
3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
   
   
    
4. Select Start messaging or Get a call.
   
   

Be sure to review their support hours so you'll know when agents are available.
 

If there's any questions, I'm just a post away. Have a great day!