QuickBooks Online 2021 help and support options. Let’s get into it with Intuit QuickBooks Online 2021. Here we are in our free QuickBooks Online at test drive file, which you can find by going into your favorite browser and typing in QuickBooks Online test drive. We’re in Craig’s design and landscaping services practice file, thinking about support options. When thinking about support options, we want to break out the category of the support option that you’re looking for, and then go to the best resource out there.
00:30
There’s a whole lot of different support options for QuickBooks Online. So it’s almost overwhelming to think about the support options that you could go towards. So first, I would think about, is it something that is a technical thing in nature? Or is it something that’s a bookkeeping type of question? If you If your answer is it’s a technical type of question, then you might want to go directly to Intuit the owners of QuickBooks to solve that problem, something about your account settings, something about like a glitch that you think just isn’t working right within QuickBooks Online, then you probably want to troubleshoot that with QuickBooks itself.
01:05
If it’s something that’s going to be on the bookkeeping side of things, then I would first I would further break down your thought to say, Hey, is this something that’s just some little thing that I don’t know how to do, but I understand it? Well, I understand conceptually what I want to do, but I don’t know how to actually do it, then you probably can just look for an answer on that. And that’s when you might want to go for the help option up top. And you could also go to the quickbooks online website to look for forms in there to help you out. You could just google search a form because QuickBooks is quite a large software.
01:36
So you could just find answers in that way as well. You can look online and YouTube and whatnot, and find answers to specific technical questions. If it’s a bookkeeping question, and it’s a larger question about something that’s going to affect a greater impact on your on your system, you have a question about what to do what would be right for your business from a strategical bookkeeping standpoint, then I would think about going either to your accountant, an accountant in some way, either an accountant that is specializing in bookkeeping, in QuickBooks, or possibly to your tax firm or accounting firm.
02:09
So if you have a tax firm or CPA firm, and it’s more a question that could impact your bookkeeping kind of overall, and you don’t know exactly what to do, I would go to your tax and accounting firm or possibly to a QuickBooks professional, a bookkeeping professional. And you could find one of those here by by looking through into its experts as well. Obviously, there’s some overlap there as well. So if you you might have some support from people that are bookkeepers, who are your tax preparers, you might have some support from bookkeepers who are not your tax preparers.
02:39
And you want to make sure that if you have multiple levels of support, that are giving you advice on how to put your books together, that they’re on the same page, so that you know you can you can make things as easy as possible going forward. So again, if it’s a technical nature, you might want to actually go to into it, you know, go to your account, look up your account and you know, contact into it about something that like that’s glitchy in the software, if it’s something that you just looking at what should be done, or how do I fix some problem or enter one type of transaction when I know what I want to do, probably this help option is your best choice.
03:13
It’s an easy navigation option up top. So you got some of your categories down below. But you could be searching for you know, payroll, and search in that format. So it’s got a lot of good information, this is probably the first place that you’re going to go probably the first place that Intuit would lead you to go. But for those types of questions as well, you could go to the to the Intuit website. So Intuit, remember is the owner of QuickBooks, you can also go to I would typically start by going to QuickBooks here. And then you could then go to the support options support options here.
03:48
You could call them, obviously, this would be the sales line, but they could probably track you to the support line from there. Notice there’s a support option up top, I usually go down all the way down and make sure I’m in the right product, which is QuickBooks Online. I think it’s gonna take me to the same spot though. I’m gonna go to QuickBooks Online here. And then I’ll typically go to the support, which I think is again, the same, the same general area.
04:13
And then you got a lot of support options here. Many of this could be similar to what you’ll find in the Help menu, but it’s kind of laid out in a different format might be an easier way to look through. So you got the QuickBooks support here, get started different topics, account management, banking expenses, get started QuickBooks commerce reports, and so on. They got the community community home QuickBooks q&a, discuss your business, community basics, champions program and then resources. You could have live bookkeeping resource, so it might be worth looking into if you if you have a specific question that you think is a bookkeeping question again,
04:51
I would if you have a tax preparer and accountant, then I would make sure that the bookkeeping support that you’re getting is in parallel in alignment with whatever Your overarching accounting plan would be as well, you want to have those things on the same page.
05:05
So if you get advice about an overarching type of thing for bookkeeping from a bookkeeper, then you probably want to run it by your accountant as well, if there’s different, find an expert, and so you can actually find an expert in these, when you find an expert within QuickBooks, it’ll be something that they will typically be some in some way shape or form QuickBooks certified so that they have some kind of level of competence that they have proven in some way shape or form for bookkeeping, within QuickBooks, which can be a good place to start when you’re looking for bookkeepers, so Resource Center, and then they QuickBooks blog.
05:42
So if you scroll down here, some of the resources notice it’s on QuickBooks Online here, account management, banking, expenses, and vendors, and so on and so forth. So the the actual website is a great place to go. And again, QuickBooks is quite a large type of software in its in its area in its market place. Therefore, just simply searching for QuickBooks Online or QuickBooks Online on like a YouTube search search as well, you will find oftentimes, a lot of support to help you out with particular type of questions. But again, if you’re looking at overarching questions, I would go to your accountant or professional.
06:20
Now you can also find that here you have your your my experts here as well. So you can connect with your accountant Pro, or find one on our network. So you can try to look for an accountant to help you out and support you in that way as well. So I just keep the overarching theory of if it’s a technical issue, possibly go to into it, if it’s going to be something that I just need to know what to do, I know what I want to do, but I just don’t know quite how to do it, then there’s a whole lot of resources starting probably at the Help menu, you can google search, you could do YouTube,
06:49
YouTube videos, and then you can look at support within the Intuit community as well on their web page. And then if it’s an overarching change, which you think is going to have an impact for a long period of time, and you want to make sure that you implement that correctly, then I would talk to bookkeeping experts, which you might be able to find here and make sure that they’re in alignment with your overarching plan that you would get advice from. If you have a tax preparer or CPA firm that that you at least do. You know you’re in tax preparation with if they can get in alignment with that as well. So you want to make sure everybody’s on the same page. With those big ticket items. Those things can have a large impact.