If I schedule an appointment, how can we also include two of my colleagues?

Thanks for joining the Community space, Caroline.

I appreciate your interest in including your colleagues and understand how valuable it is to have them involved in the conversation, especially when discussing important topics related to QuickBooks Online (QBO). Let me share details on this.

At this time, the QuickBooks Online callback process is tailored to assist one customer account per call, specifically the one who scheduled the callback. This policy is in place to ensure we provide focused and dedicated support to each individual customer.

However, your satisfaction and needs are our top priority. To ensure you and your colleagues get the support you require, here are a couple of suggestions:

1. Consolidate Questions: You might gather all the questions or topics of concern from your colleagues ahead of the call. During your scheduled callback, you can discuss these points with your QuickBooks support advisor, ensuring all your team's concerns are addressed comprehensively.
2. Follow-Up Sessions: After your initial call, if further details or discussions are needed, you can schedule additional appointments as necessary. This way, you can maintain a thorough follow-up on any unresolved points.

Additionally, we’d love to hear more about the specific issues or questions you and your colleagues have. Please feel free to provide any details so we can offer the most precise and effective assistance possible.

Moreover, you might want to visit our Account Management page. This section includes articles that can assist you in managing your account and company information for future reference.

Your collaboration and proactive approach are greatly appreciated, and I’m committed to helping you maximize the benefits of QuickBooks Online. Feel welcome to reply in the comments section anytime. I'll dive back in to assist or our Community experts will. 

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