Notes

Thank you for Contacting intuit quickbooks Online payroll support my name is Hero how can I help you today?
Sure ill be morethan happy to help you with your concern
just to make sure that we are in the same page the reason why your calling because( ).
:what have you done sos far?
what is your main goal for today?
vci; first and last name
company name.
case pop up: company id
today we work together retreive your payment today.
I'll be sending you an email survey ,about our interaction today I'll be morethan happy if you participate.
closing:
Is there anything else aside from this?
Did i resolve your issue today?
Are you using qb desktop or online?
Are you the master admin.
DO you have an active subscription?
crl/alt ? company Id
you mention about/just to make sure that i got you correctly
affected with this error we will do an investagation
--- minimize all confidential file currently open
--- stay in front of your computer during the session
---- and you may disconnect the session by clicking the X button anytime you feel uncomfortable
Thank you for messaging Intuit Quickbooks Online. My name is Hero, and I will be your QBO specialist.
How can I help you?
Anything else aside from this?
"Have I fully RESOLVE your ISSUE for today?
Thank you for Contacting Intuit quickbooks Online have a good day!
I have not heard from you in a few minutes. Do you still need assistance?
Not fully resolve:
I'm glad I was able to answer your question for today .A survey email will be sent after this chat.Thank you for Contacting Intuit quickbooks Online have a good day!
Transfer chat:
This time you will be routed to the right department to support you,Please expect they will be asking further questions and as soon as they resolve your reason for calling.you will receive a survey based on how they assisted you.
INV/Escal
I'm glad you took time to bring this out to us and get answer to your queries.pleaseexpect a survey email after this chat,.Thank you for Contacting Intuit quickbooks Online have a good day!
It looks like you've been away for some time and I will have to disconnect from this chat. You can contact us by sending a message through the Help button. Don't hesitate to reach out to us, we're always here to help! Thank you for contacting Quickbooks Online Support.
Anything else aside from this?
I'm glad I was able to answer all your question today.You will receive a survey based on my performance after this chat.Thank you for Contacting Intuit quickbooks Online have a good day!
"Have I fully RESOLVE your ISSUE for today?
How can I help you?
Can I have your EIN?
Sure,I will be morethan happy to assist you with that.
Let me pull up your account.
I apologize for the inconvenience.
Can I have your first and last name?
Your welcome
Thank you!
How are you today?
As much as I would love to help you but this concern is for T-sheets this is out of my scope please reach our T-sheets department for help here is the phone number: Main Intuit line: 800-446-8848 press 8 for QuickBooks Time //////////////////////////////////////////
QBO LIVE TEMPLATE:
Company ID:
Customers Name:
Business Name:
Case id:
Phone :
Email:
Trigger:
Conversation Id:
Callback time:
Note:
//////////////////////
Wednesday Shift 04-20-2022
AVAIL - 11:30 Pm
LUNCH -04:25 Am
AVAIL - 04:55 Am
EOS -09:05 Am
////////////////////////////
Hi , Good day!
This is Hero from Intuit QuickBooks Online who assisted you awhile ago, I also just want to say thank you so much for giving me the opportunity and time to assist you and for once in my life, get to talked with you. I really had a great time that you were being patient and nice to me. I do apologize for the inconvenience. You are one of the positive customers I ever had, I wish nothing but SUCCESS to your business!
In case you still need anything, feel free to drop a message for me in here.
Continue to be nice and smile for me for the rest of the day!
*** You will be receiving another email with a short survey regarding YOUR TIME WITH ME today! ***
*** If you would please take a quick moment t fill that out, I would greatly appreciate it. ***
Sincerely,
Hero
Technical Support | Intuit QuickBooks Online
QB Community | https://intuit.me/QBCommunity
-you can offer back up of data before they cancel their account preferably QBO PLUS customers.
Sample spiel: "
Since you wanted to cancel or close your account would you be interested to have a back up of your company data for tax and auditing purposes? I can have our consultant call you so they can discuss how you can get these benefit. Can I have your best call back number? "
QB LIVE SPIEL
“While waiting (either during verification or t/s), I want to know if you have a bookkeeper?”
(If No, proceed)
“I would like to introduce you to our new service where you can save your time, money and effort; it is what we call the QB Live bookkeeping service. It can help you manage your books and all of your transactions properly and it does ensure the accuracy of all of your reports. No worries because right after this call, I can get a consultant that will give you a free discussion about the feature and its benefits for you to better understand how this new service works with your Quickbooks online account and just in case you might need this kind of feature in the future. May I have your best callback phone number or can I use the same phone number on file for our consultants to call you back?"
QBO ADVANCE – VIP SUPPORT
“May I know how long you have been waiting on the line before you receive a call back from us?”
Wait for customer’s answer.
“How would you feel if you are given a specific phone number that you can call anytime without waiting that long? Does that sounds great for you?
Wait for customer’s answer.
“We have a feature in QBO ADV known as Priority Circle/ VIP support wherein you will be personally assigned a support every time you call us and there's no need for you to wait for too long to get a representative because there will be a direct line phone number that will be given to you. Let me then ask for a good call back number from you so that I can have our consultant call you back within 3-5mins after we resolve your issue.
”QBO ADVANCE – Training
“How’s your QB experience so far?”
Wait for customer’s answer.
“I see that you are new to Quickbooks. How would you feel if you would have a training that will enable you to be more efficient using Quickbooks?
Wait for customer’s answer.
“I recommend that you consider QBO ADV since you are new so that you will be provided training that will help you be more familiar with Quickbooks and be efficient as well in using it. I will have a specialist call you back after we resolved your issue today. Can I ask for you good call back number please?”
@here UNDO RECONCILLATION SPIEL :alert:
If may I ask, do you have a bookkeeper or an accountant that was added to your account?
If cx says no,
Here's the thing, only the accountant user that was added to your account has the option to undo the reconciliation however we actually have our QB live bookkeeping Services that can help you in undoing the reconciliation. It is a subscription that offers long term assistance specifically with chart of accounts, monthly reconciliation, transaction categorization, proper monthly closure of the books and the production of Profit and Loss and Balance Sheet reports.
I can set you up with a call back from one of our small business consultant to give you more details about it. Can I have your best callback number and time?
1. Please close any confidential or sensitive information that you might have open on your screen.
2. We can no longer take control of your screen. You'll see my mouse point and gesture to help guide us through the session.
3. You can disconnect by selecting the X icon that will appear once we are connected at any time.
4. You'll be in complete control of the mouse, please stay at your computer while the session is active.
5. I will end my remote access once we have resolved your issue
How would you feel if you have a live bookeeper from quickbooks that you can schedule for video conference and give you expert advices to bookkeeping questions?
I can set you up with a call back from one of our small business consultant to give you more details about it. Can I have your best callback number and time?Hi , Good day!
This is Hero from Intuit QuickBooks Online who assisted you awhile ago, I also just want to say thank you so much for giving me the opportunity and time to assist you and for once in my life, get to talked with you. I really had a great time that you were being patient and nice to me. I do apologize for the inconvenience. You are one of the positive customers I ever had, I wish nothing but SUCCESS to your business!
Below are the support options available currently, as well as, some additional links to community articles that will help your reference the steps to resolve this issue should it happen again. For the payroll chat support links, please select the link based on the type of payroll subscription you have.
QuickBooks Online Payroll Enhanced Chat Support
https://help.quickbooks.intuit.com/prechats/offerings/QBOP-CHAT/15024/view
QuickBooks Online Core Payroll Chat Support
https://help.quickbooks.intuit.com/prechats/offerings/QBOP-Core/23170/view
QuickBooks Online Premium Chat Support https://help.quickbooks.intuit.com/prechats/offerings/QBOP-Tier-Premium/23257/view
QuickBooks Online Elite Payroll Chat Support
https://help.quickbooks.intuit.com/prechats/offerings/QBOP-Tier-Elite/23256/view
QuickBooks Online Full Service Payroll Chat Support https://help.quickbooks.intuit.com/prechats/offerings/QBFSP-CHAT/15022/view
Request A Call Back:
1. Sign into your QuickBooks Online Company.
2. Click the Help icon in the upper right of the screen.
3. Select Contact US on the pop-up.
4. Enter what you're needing assistance with in the “How can we help?” field and choose Continue.
5. Click Get a callback or choose the option to message us.
6. Enter your contact information.
7. Select Call me
Sincerely,
Hero
Technical Support | Intuit QuickBooks Online
QB Community | https://intuit.me/QBCommunityASK LEADING/PROBING QUESTIONS
Direct Line: How long have you been waiting on the line to get a support?
How often do you contact technical support?
Training: How's your experience with Quickbooks so far?
How long have you been using Quickbooks?
Chronobooks: How would you feel if you have a copy of your historical data and that you can open your previous saved file any time any where?
Limit: How often do you add entries on your Chart of accounts? Classes? location?
Smart Reporting: How would you feel if you can create an automated report schedule from a custom template?
Users: How many users do you have in Quickbooks? Do you have any plans adding another user in your Quickbooks?
Custom Role: Do you wish to have more specific restrictions to the access of your users?
QB LIVE: How challenging it is to you to reconcile your books with accuracy on a monthly basis?
By the way MR Customer, How much time does it usually take you to complete your bookeeping tasks daily?
How would you feel if we can give you back (insert time spent) of your time or more with an Live bookkeeper?
How would you feel if you have a live bookkeeper from quickbooks that you can schedule for video conference and give you expert advices to bookkeeping questions?Suggested spiel :alert: (edited)