Even experienced users of QuickBooks Online (QBO) sometimes get stuck on issues preventing smooth operations, like:
- Authorization obstacles are blocking access.
- Reporting numbers out of alignment
- Inventory reordering rule misconfigurations
- And countless other potential pain points
But your small business can scarcely afford financial management disruptions from accounting platform obstacles or knowledge gaps. How can QBO users get rapidly “unstuck” to restore workplace productivity?
This guide shares four escalating tiers of QuickBooks Online support to turn to when you encounter confusing errors, functionality gaps, or limits in your own troubleshooting abilities.
Consult QuickBooks Online Manuals and Community Forums
When first struggling within QBO workflows, user documentation and peer inputs should provide the most accessible troubleshooting:
- QuickBooks maintains an expansive online Solution Center, linking hundreds of help articles with steps for resolving common use cases and explaining error messages.
- Stumped despite consulting available manuals? QB Tax Advisor Community Forums connect over 10k users, accountants, and advisors to crowdsource answers addressing areas where the documentation lacks clarity.
QB Tax is all about your Accounting and Tax Advisor to Grow Your Business
Start here before exploring costlier live support from the higher-tiered options below.
View QuickBooks Online Video Tutorial Libraries
Sometimes written documentation alone fails to provide enough context. Thankfully, hundreds of narrated video tutorials demonstrate core QBO workflows, offering visual guidance for:
- Walking through startup settings
- Troubleshooting authorization issues
- Configuring advanced transaction workflows
- Tailoring custom reports
Digesting processes visually can dislodge misconceptions, causing stuck-point text-based content misses.
Contact QuickBooks Support via social media
Increasingly, Intuit provides prompt issue resolution via social media channels.
- Facebook: Message @QuickBooks from your business page.
- Twitter: Tweet your question to @QuickBooks for real-time answers.
- YouTube: Clarify techniques under QuickBooks tutorial videos using commenting.
Direct contact accelerates support behind slower conventional email and call queues when urgency warrants.
Work one-on-one with a local QuickBooks ProAdvisor
For personalized "unsticking," independent ProAdvisors achieve advanced certifications for troubleshooting client obstacles.
Differing from impersonal documentation, ProAdvisors recreate issues in controlled environments to uncover root causes. Common scenarios include:
- Fixing distorting inventory and reordering rule misconfigurations
- Identifying and correcting gaps in user permission role assignments
- Tracing and resolving the source of report data inaccuracies
ProAdvisors run independent practices offering tailored QuickBooks Online assistance affordably, either by the hour or through monthly retainers.
Add QuickBooks Online Advanced Support Subscriptions
For businesses highly reliant on QBO daily, pay-as-you-go support subscriptions from Intuit deliver:
- Standard Support ($300/year): QBO platform experts provide step-by-step troubleshooting guides on functionality errors and configuration obstacles via phone, chat, and email.
- Advanced Support ($400/year): For chronic issues, agents personally recreate scenarios to fix elusive pain points and review the overall account setup for complex multi-location reporting.
Considering the importance of QuickBooks Online for scaling entities, dedicated monthly access to knowledgeable reps creates confidence barriers that can be rapidly overcome.
Recognizing When to Escalate Support
Attempting to self-support QuickBooks online using Google without context risks misguided attempts, compounding setbacks.
Consider escalating assistance when facing circumstances like:
- Multipart workflows somehow fail despite double-checking each component rule.
- Regular reporting mismatches hint at underlying transaction mapping issues.
- Simple user permission changes repeatedly cause unexpected access losses.
In these situations, fresh sets of eyes assess interdependencies across functions to pinpoint configuration oversights. External experts also quantify knowledge gaps holding users back from smoothly leveraging platform capabilities.
While no small business owner wants unbudgeted expenses, timely QuickBooks Online investments pay dividends by unblocking staff productivity and ensuring continuity by relying on accurate financials.
Hopefully this guide helps struggling users of all experience levels “get unstuck” using the optimal support channels, from self-service content all the way to specialized private consultants. Let the right help get your business back on track swiftly!
Frequently Asked Questions
When should I escalate from DIY to live support?
Initially, attempt using official documentation and community forums for common issues before considering paid assistance. Signs necessitating live help include errors persisting across devices, financial reports remaining misaligned after double checking configurations, or multi-layered workflows oddly failing despite confirming individual rules function normally.
What level of assistance do ProAdvisors offer?
ProAdvisors participate in advanced training and certification programs, equipping them with specialized knowledge for recreating unique company file environments and obscure use-case issues that self-help content cannot address. QuickBooks specialists can diagnose the root causes of problems and optimize tailored workflows.
What additional value does direct Intuit Advanced Support provide?
Beyond the standard troubleshooting guides offered in lower tiers, Intuit’s Advanced Support channel provides screen sharing and scenario recreation to uncover elusive configuration oversights responsible for chronic issues. Support agents also review the overall account setup in detail for the involved multi-location reporting use cases to consolidate processes across departments and avoid future inconsistencies.
