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May 14, 2021
Question

When i asked "connect bank" on the help section, it has "Hi Henry.Carla17". i want to make sure that this is not someone who is using my account...

  • May 14, 2021
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1 reply

May 14, 2021

Let me guide you on the actions you need to take care of your account name in QuickBooks Self-Employed (QBSE), @jocelyn-homeloan.

 

Based on your description above, it seems like you've utilized the Assistant menu to help you connect your bank account to the system. The name indicated on the said page should match your profile name beside the Gear icon.

 

Since the Community is a public forum, and we'll need to collect some personal information to pull up your account, I encourage you to reach out to our QBSE Customer Care team. They can verify your details and ensure the security of your account that the name indicated in the Assistant menu isn't someone who is using your info.

 

You'll first have to check out our support hours to make sure we assist you on time. Here's how: 

  1. Go to the Assistant menu at the top.
  2. Key in Talk to Human.
  3. Choose I still need a Human, when prompted to any other help options. 
  4. Select your preferred way to get in touch with our representatives (either Message an agent or Get a callback).

 

 

In the meantime, here's an article that'll further guide you in managing your QBSE account: QuickBooks Help Articles. It also includes topics about data security and other related links about banking and connecting products and apps, to name a few.

 

Keep me posted on how the call goes (if you opt to get a callback) in the comments below. I'm just around to help if you have other concerns about managing your QBSE account. Take care and stay safe.