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February 15, 2024
Question

How do I talk to someone who is not overseas?

  • February 15, 2024
  • 1 reply
  • 0 views
Having issues with reconciling when I speak to someone who is clearly in the states, they are easily able to assist and Identify the problem, when I speak to the overseas rep that have a heavy accent they are reading prompts and even when escalated they can not help. 

1 reply

February 15, 2024

Hi there, jduran79.

 

I see and hear your experiences when reaching out to our support team, and I deeply understand your sentiments. Allow me to make it right by extending a helping hand to address your reconciliation concerns.

 

When contacting our Customer Care Team, please keep in mind that the queue is randomized, which means you may not be connected with an agent based in the United States. However, please be assured that we are fully committed to assisting you here in the Community. Just let us know the specific issues you're encountering, and we'll provide the support and assistance you need.

 

If you ever need to remove transactions from reconciliations, I'd gladly outline the steps below.

 

  1. Go to Settings, then Chart of accounts.
  2. Find the account that has the reconciled transaction. Then select View register.
  3. Locate the transaction. If the transaction is reconciled, you’ll see an “R” in the checkmark ✔ column.
  4. Select the transaction to expand the view.
  5. In the checkmark ✔ column, click the box with the “R” until the box is blank. This removes the transaction from the reconciliation.
  6. Hit Save.
  7. Close the account register.

 

For more info on removing transactions from reconciliations, please feel free to take a look at this article: Undo or remove transactions from reconciliations in QuickBooks Online.

 

Alternatively, you can check out this article to rectify issues with the general reconciliation process: Fix issues at the end of a reconciliation in QuickBooks Online.

 

For future use, here’s a handy article about reports: Run reports in QuickBooks Online. It offers helpful tips on generating reports that give you a holistic view of your business.

 

If you require any additional information regarding QuickBooks reconciliation, please don't hesitate to ask. I'm here to help and provide the assistance you may require.