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kacs59
Level 1

Has something changed with the help as I can't get the option to have them call me?

A check from my bank reconciliation from last year is making my bank rec off.
1 Comment 1
JasroV
QuickBooks Team

Has something changed with the help as I can't get the option to have them call me?

Yes, there is. @kacs59.

 

We recently updated our Help menu with the QB Assistant feature. Just a few steps and you'll be able to request a callback from us. I’d be glad to guide you on how. Before anything else, you‘ll want to unreconcile the check that causing your bank reconciliation off. Let me show you how:

 

  1. Go to the Accounting menu.
  2. Select Chart of Accounts.
  3. Find the account holding the transaction, then select the View register link.
  4. Select the transaction you want to unreconcile to expand the view.
  5. Review the check column. If the transaction is reconciled, you’ll see an “R.” 
  6. Select the checkbox. Keep selecting it until the box is blank to removes the transaction from the reconciliation.
  7. Click Save when done.

You can also utilize this resource for more details and additional steps: Undo or remove transactions from reconciliations in QuickBooks Online.

 

To be guided accordingly in making these changes, I recommend working with your account. If you don’t have one, you can visit our ProAdvisor page and we’ll help you look for one from there. Once everything is in place, you and your accountant are now ready to redo the reconciliation.

 

Nevertheless, if you still wish to contact our Support team, here’s how:

 

  1. Navigate to the (?) Help icon.
  2. Choose the Talk to a human option (type it again if prompted).
  3. Enter I still need a human.
  4. Click Contact us.
  5. Enter a brief discussion of your concern and proceed with Let’s talk.
  6. Then choose the Get a callback option to get in touch with them. 2.JPG

You can also refer to this article for additional information and their availability: QuickBooks Online Support.

 

Keep me updated if you have other questions in regards to your QuickBooks account. You can always share them with me. Have a good one and keep safe.

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