How do I get technical support for my QuickBooks account?

Introduction

QuickBooks offers a convenient way to manage your business taxes, payroll, and finances. It suits various industries, especially if you regularly work with an accountant or bookkeeper. The software is subscription-based, and like any other software, you may experience issues that require professional help. Here's what to do if you need technical assistance for your QuickBooks account.

Sign Into QuickBooks Desktop

Open the QuickBooks software on your computer and sign into your account.

Go to the “Help” Section

Logging into the QuickBooks desktop opens the homepage showing your company file. Once you successfully log into your account, click the “Help” option at the top of the page. The help section is useful when you’d like to learn to use a specific feature on the software, you need help troubleshooting, or you have any other issue.

Select “QuickBooks Desktop Help”

Clicking the help option produces a drop-down menu with several other options. Click the first option, “QuickBooks Desktop Help.” You can also access the feature by clicking f1 on your keyboard while any window is open on your QuickBooks account.

Click “Contact Us”

Clicking the “QuickBooks Desktop Help” opens a support page with articles to help you tackle frequent issues on your account. You can type your concern on the search bar and browse through the articles to help resolve the problem. If the resources don’t help, you can proceed to get technical support. Scroll to the bottom of the resources page and click “Contact Us.”

Chat With a Support Expert

The next pop-up displays a section where you can briefly describe your need for help. The section starts with a question asking you to define your query. The space offers room for a limited number of words; therefore, describe your concern in the simplest way possible. After typing your message, click “Continue.”

Click “Chat With Us”

The platform displays your message on the next screen and provides some quick answers below it. You can click on the answers to attempt to resolve the issue following solutions provided by community members. If you want to connect with a technical support provider, click “Chat With Us.” You have to wait a few seconds or minutes before a customer support agent responds to you. During the chat, you can give a detailed explanation of the issue and receive immediate help.

Request a Phone Call

If chatting with a customer support representative isn’t ideal, you can opt for a phone call. Below the chat option, the platform provides a callback section where you can request the company to call you. Click the “Have Us Call You” button and wait for a support representative to contact you in about five minutes. Since the support team has many clients to serve, the system saves you a spot, so they can quickly call you back.

Submit Your Contact Information

Before scheduling your call, you must submit your phone number and name. During the call, you can get technical assistance on any issue with the platform. Ensure that you have all the information requested to make the process simpler. Enter an active phone number that will be used to contact you. Click “Get a Call” to finish.

Conclusion

You can browse the official QuickBooks website for technical support outside the QuickBooks product. The website offers various articles and videos that provide helpful information. You can also search frequently asked questions to identify how other individuals have previously handled your concern.