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tyochum
Level 2

Quickbooks Live Bookkeeping

DO NOT USE QB LIVE BOOKKEEPING!  I started using them Jan 2022.  They were constantly 4-5 months behind in updating my books throughout the year.  This ultimately came to a head this past month when they were 6 months behind and I requested reports to give to my CPA for taxes.  My bookkeeper communicated they were working on it.  A month went by and still nothing.  I recently cancelled the service because I didn't want to keep paying for a service I wasn't getting. I also requested a refund for the monthly charge for Jan and Feb (2023).  They were 5 months behind but I thought it fair to request only the months in 2023.  My request was denied.  No idea why.  I have tried escalating this and for the past two weeks the help department has communicated that a supervisor will be reaching out the next day.  However have never gotten a call back.  I'll keep everyone posted if they make this right, but I'm posting this to save the next person the headache and frustration of this service!

9 Comments 9
Rubielyn_J
QuickBooks Team

Quickbooks Live Bookkeeping

I am aware that every penny matters when running a company. Therefore, I can definitely understand where you're coming from, @tyochum.

 

We strive to make sure every customer is satisfied with our service. We do see that your case has been escalated, and you should hear from someone in 1-2 business days. 

 

If you don't hear in a few business days, come back to the Community and check in, we're here for you always.

 

I'm adding this resource that will serve as your guide in handling your QuickBooks account: Community Help Articles. It also contains links to help enter transactions, set up banks and generate reports in QuickBooks. 

 

Please let us know if there's anything else that we can do for you. We are always here to help you get back to the business every step of the way. Keep safe!

tyochum
Level 2

Quickbooks Live Bookkeeping

Thank you for the reply, however I reached out to have this escalated last Monday, however still haven't heard anything back.  It was communicated to me on Monday that a supervisor would be reaching out the next day, which was Tuesday, however still nothing.  

Tori B
QuickBooks Team

Quickbooks Live Bookkeeping

This is not the impression we wish to leave you with, @tyochum.

 

I want you to know that I've taken note of your experience to share with our team.

 

Please know that you can always schedule a call back from one of our agents straight from QuickBooks. This way, you can check the status of your case. From there, one of our agents will connect with you promptly. You can use the steps I've included below to schedule a callback. 

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Choose either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
    • Search: Search the QuickBooks Online knowledge base directly, or click on Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.

 

Don't hesitate to let me know if you need assistance with anything else. I'm always around to lend a hand. Take care! 

tyochum
Level 2

Quickbooks Live Bookkeeping

I've tried scheduling a call and I never get anywhere.  I get transferred 2-3 times and then finally they say someone will call me back.  I never get a call back...  All I'm requesting is for a refund for 2 months (January and February) of Live Bookkeeping.  No bookkeeping work was completed during this time.  In fact the books were only updated/ cleaned up as of August of last year, so I should be requesting a refund dating back to then!  All of this is documented in my messages in my file as well as the case number.  Here's my case #:1596518302

ZackE
Moderator

Quickbooks Live Bookkeeping

Thanks for getting back with the Community, tyochum.

 

To request a refund or discuss a declined request, you'll need to get in touch with our Customer Care team. I can see you've been doing so, and would recommend that you continue reaching out to them. Detailed steps for contacting them can be found in Tori B's post.

 

Please don't hesitate to send a reply if there's any questions. Have a wonderful Wednesday!

tyochum
Level 2

Quickbooks Live Bookkeeping

Tori, 

I've tried this multiple times and have not gotten anywhere.  

It's now been 3 weeks since this was escalated, however still no call back or resolution.  Rather than giving me templated responses, can someone please help me find a solution to rectify the poor experience I had from QB Live Booking? My books were 6 months out of date when I canceled.  I'm only asking for a refund for the past two months.  It's not only about the money, this delay has caused me other delays in my business as well as my tax filings.  

RoseJillB
QuickBooks Team

Quickbooks Live Bookkeeping

I can’t imagine the hurdle you’ve been through to get a callback or resolution from our support concerning QuickBooks Live Bookkeeping, @tyochum.

This concern is vital to us to get you back to business seamlessly. That said, someone from our dedicated team will review your requests thoroughly and will update you within the next business day. Otherwise, you can inform us here in the Community and we will do our best to provide an update.

Furthermore, we'll take note of your experience with our representatives. Thus, we'll take action to improve our way of delivering a resolution to our valued customers.

Stay in touch on how we can assist you further with your QuickBooks-related concerns. I'll ensure you get assistance in no time. Stay safe!

tyochum
Level 2

Quickbooks Live Bookkeeping

Well, it has been two weeks and I still never heard from anyone even though you said I would hear something the next day after your post.  Why is it so difficult to get a resolution on this?

Shuba52
Level 2

Quickbooks Live Bookkeeping

Hi,

I have the EXACT same experience.  The LIVE quickbooks team has messed up ALL my books and now tey are absconding, refuse to reply to my messages, refuse to clean it up.  I have been begging for an appointment with the clean up team for 2 weeks BUT NO APPOINTMENT.  The books are so messed up , I cant even give them to my CPA or take thenm to another accountant.  

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