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As part of the QBOE monthly fee, Support is included in the subscription, so customers should contact QBOE support as their first escalation point. |
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A Support link within the QBOE product allows customers easy access to the QBOE support team. |
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Customer is then assigned a case number for his/her issue.
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If the customer contacts their financial institution for assistance, you as the financial institution should follow these procedures to follow up with Intuit.
| 1. |
Get the following information from the customer:
| a. |
Case Number assigned for escalation to QBOE support |
| b. |
Company Name set up in QBOE from the customer |
| c. |
Email Address used to create the account |
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| 2. |
Email ServiceConsulting@QuickBooks.com with this information. |
| 3. |
Subject line in email should be: [Name of FI] QBOE Escalation for Case Number XXXXXXX |
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