pdziuk
Level 2

Banking

Absolutely do not give your QB access to QB Live Bookkeeping.  They will relentlessly fail to perform and will also close books late or do weird things by disconnecting certain accesses ... like chat with your Bookkeeper. They will blame it on "evolving" and will elevate to supervisors for weeks and weeks with no call backs.  Yet, the whole time, they have access to your books and can change anything on the fly.  In fact, you can ask for the Terms of Service Agreement - Accurate Books Guarantee and they will pretend they are unilaterally in charge of allowing it, or not even know what it is.  Stay very clear of giving them access.