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napiergc
February 24, 2022
Question

Live Bookkeeping and Cleanup

  • February 24, 2022
  • 1 reply
  • 0 views

I signed up for live bookkeeping and cleanup several weeks ago and was approved and connected with a bookkeeper. The cleanup process was completed and went pretty well despite being assigned to 3 different bookkeeper (without notification) over roughly 2 weeks. It appears that there may have been a duplicate bank account created in QBO during that process and it says "OOS - Duplicate" in the description. This was not done by me, but there are payroll transactions posted to that account that I need resolved.

I went to the live bookkeeping section to see if I could get the situation resolved current bookkeeper and the screen says that live bookkeeping is unavailable and I may need to hire a ProAdvisor. Again, no notification... Can someone assist with getting this duplicate bank account situation resolved?

1 reply

K
Kevin_C
February 24, 2022

I appreciate you for sharing your concern with us in detail, @napiergc. I'll be providing some information about reaching out to your bookkeeper in QuickBooks Online (QBO).

 

Since you've signed up for QuickBooks Live Bookkeeping, you can meet with your bookkeeper at regular monthly appointments. Then, throughout the month, you can communicate with them via the Document and Request Center or seek QuickBooks assistance from a product expert.

 

Most firms have a live call with their bookkeeper once a month. These monthly meetings are an excellent opportunity to get an update on your books and review important financial documents. Here's how to schedule a monthly live call with your bookkeeper in your browser:

 

  1. While your QBO account is open, select Live Bookkeeping.
  2. Then, select Schedule appointment.
  3. Fill in the required info and select an appointment time. 
  4. Once done, you’ll get a confirmation email and SMS message that your appointment is booked. 

 

For more information and other ways to communicate with your bookkeeper, please visit this article: Contact your QuickBooks Live Bookkeeper.

 

You'll want to disconnect duplicated accounts connected to online banking in QBO. When you disconnect it from online banking, your existing accounting data won't change. You can reconnect it any time to start downloading transactions again. For more details and steps to do this, please refer to this article.

 

Moreover, since you don't remember doing payroll transactions, you can utilize the audit log feature in QBO. This way, you can see who made changes to your books and what they did.

 

Also, if you want to get a ProAdvisor, you can visit this link. This site allows you to search for a ProAdvisor near you quickly and easily by entering your city, state, or ZIP code.

 

Additionally, feel free to check out this article to get answers to common questions about QuickBooks Live Bookkeeping. This includes more information about bookkeepers and their available hours: Learn about the QuickBooks Live Bookkeeping service.

 

Reach out to me if you have other QuickBooks concerns. I’ll be right here to help and make sure you’re taken care of. Have a good one!

N
napiergcAuthor
February 24, 2022

Thank you for the reply. Unfortunately, when I select the live bookkeeping tab it simply says the live bookkeeping is unavailable. See attached.

 

In searching the logs, it appears that the duplicate account was created as a result of Live Bookkeeping renaming the primary checking account. There is a note on the duplicate account that says "OOS - Cannot merge". I need the bookkeeper to transfer the charges in that account to the correct account and disable the duplicate. I have no way to contact them.

G
Giovann_G
February 24, 2022

Hello, napiergc.

 

I'll share some information about QuickBooks Live Bookkeeping and how to get rid of the payroll transaction posted to the duplicate account.

 

When you sign up for the QuickBooks Live Bookkeeping service, you'll be assigned to a bookkeeper with experience in your industry. The bookkeepers are available for a defined number of hours per week, Monday through Friday, 6 AM and 6 PM PT. Each bookkeeper's available hours vary.

 

The option to move or transfer payroll transactions directly to another bank account is unavailable. As a workaround, you can create a journal entry to transfer the transactions to the right account.

 

Before doing so, I recommend getting in touch with your Live bookkeeper first or accountant. If you don't have one, you can use the Find a ProAdvisor button to look for a ProAdvisor. They'll be able to verify and ensure the accuracy of your books.

 

  1. Go to the + New button.
  2. Select Journal entry.
  3. Fill in the needed details to create your journal entry.
  4. Click Save and close when done.

 

You can review this article to learn about the basics in creating a journal entry: Create a journal entry in QuickBooks Online.

 

In addition, I encourage checking our Employees and payroll taxes page for reference. There, you can review some of our great articles and learn some tips in managing your payroll.

 

Just click the Reply button below if you need further assistance managing your accounts. The Community and I will be here to help you.

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