Sounds super easy – a prospective client approaches us for bookkeeping and accounting services. We do the dance of negotiation and presto we are working together. What could possibly go wrong?
Priority Business Solutions is invited by the new client to be the Accountant in their QBO subscription taking over from a previous bookkeeper, the invitation is sent out to us for access to their QBO account, and we accept. Again, what could possibly go wrong?
Three weeks later, 6 invitations (sent, accepted, deleted as per instructions from QBO) and 10 business hours of phone calls over this same period of time to QBO Help Desk talking to an innumerable number of different staff members and we still don’t have access to the brand new client’s QBO account. Again, what could possibly go wrong?
The television and print ads all give the confident feeling that using QuickBooks Online is easy, anyone can set up the software subscription and be successful instantly. What they fail to convey is that if you know what you are doing and answer all the questions correctly right from the beginning the process is great. Failure at the beginning can create a lot of heartaches, frustration for both the new bookkeeper, client and for the QBO Help Desk. Sometimes the person setting up the new subscription may not even realize that there is something wrong as access has been granted and everything appears to be ticking along just as it should.
I’m afraid to admit that this scenario is not a one of experience for Priority Business Solutions. The end result from QBO Help Desk was a workaround in the back office which has granted our access to the new client’s books finally enabling us to fulfill the engagement for which we were hired for.
Have you had a similar experience (fighting for access to a client’s QBO subscription) or can you offer one better? How many bookkeepers have thrown their hands up in frustration and decided that it was not worth going to battle for the client?