Picea
Level 1

Banking

Hey all,

My issue has now been resolved. I called QB Customer Service again on a day that I had 2 hours available. I was planning to export my QBO data, download it, have Customer Service delete my account, so that I could rebuild it with a new username.

 

The QB rep said that she couldn't help me, but needed to transfer me to QB's Accounting team. I reluctantly had her transfer me and this gentleman in Accounting was able to help me solve the issue.

 

He was the first person to have a complete understanding of my situation when I told him about the issue. He suggested that their "Back-end" team could fix the issue, but that they weren't responding very quickly. He was also aware of a method to solve the issue with a "workaround" that would take some of my time and a lot of patience.  He told me that it would require upgrading my account type for an hour or so until the issue is resolved and then we would downgrade my account. Which is what we did...

 

With his assistance, we were on the phone for an hour and an overview of the process involved creating another Accountant account with another email address; transferring primary account privileges between the various accounts, deleting my account as an accountant, and ultimately using this new accountant account to remove my company.... Or something like that. I had to literally log into and out of my various accounts no fewer than 20 times (or near it). I will state in advance that this was a very complicated process. If I had a good understanding of the process, technically, I had the privileges to have implemented it on my own, but I didn't really understand what was going on very well.  Anyhow, I am happy to report that its all done now.