Most users seldom consider billing until an unexpected charge catches their attention, such as an automatic subscription renewal. This guide aims to clarify how refunds work at Bookkeepers, outlining who is eligible and the straightforward steps to request a refund efficiently. Whether you’re seeking to reclaim funds or simply want to understand the process better, we’re here to help you navigate your options with ease.
What You Should Prepare Before Applying For Refund
Account Information: Your Bookkeepers account email address to identify your account.
Transaction ID: The unique transaction ID for the payment you wish to refund, found in your account's billing history.
Service Details: Specify the service or subscription you are requesting a refund for, along with the subscription plan if applicable.
Reason for Refund: A clear explanation of the reason for the refund request, supported by any relevant details (e.g., service dissatisfaction, double billing).
Payment Method: The original payment method used (credit card, PayPal, etc.) to process the refund correctly.
Proof of Payment: Any receipts or bank statements showing the transaction can be helpful in validating your request.
Cancellation Confirmation: If you canceled your service, include any confirmation emails or screenshots that prove the cancellation occurred before the billing cycle.
How Long Does it Take to Get a Refund?
Payment method
How long it takes*
Credit/Debit Card
3-5 working days
PayPal
2-4 working days
Bank Transfer
4-7 working days
Check
10-14 working days
ACH Transfer
5-7 working days
*Working days are Monday to Friday, and don't include public holidays.
What are my Rights? Am I eligible for a Refund from Bookkeepers
At Bookkeepers, users enjoy a range of rights related to their subscriptions and service engagements. Understanding these rights can help you determine whether you might be eligible for a refund based on specific situations that may arise throughout your subscription or service use. Refund eligibility at Bookkeepers is governed by the nature of the services provided and the specific circumstances of your account management.
Here are several situations relevant to Bookkeepers that may qualify for a refund:
Service Not Rendered: If a user has subscribed to a service that was not delivered as expected, this may present a basis for a refund request.
Subscription Downgrade: In cases where a user has downgraded their subscription plan, they may inquire about adjustments to the billing cycle that could result in a refund for the unused portion of the higher plan.
Annual Subscription Cancellation: If a user cancels their annual subscription within a specified period, they may be eligible for a pro-rated refund for remaining months of service not utilized.
Billing Errors: Users may find discrepancies in charges related to additional services that were not availed or changes in subscription pricing that were not communicated. These situations might warrant a review for potential refunds.
Promotions and Billing Credits: If a user has encountered issues in applying promotional offers or billing credits, they may reach out for clarifications or adjustments that could include refunds.
It’s important to review the specific terms and policies associated with your subscription and reach out to Bookkeepers' customer support for assistance regarding your unique situation. Doing so will provide clarity on your eligibility for refunds based on Bookkeepers' practices and your account details.
Step-by-Step Process to Request Your Bookkeepers Refund Like a Pro
If you purchased through Bookkeepers.com:
Visit the Bookkeepers.com website.
Log in to your account.
Navigate to the settings or account section.
Select the Billing or Payment options.
Find your Subscription Details.
Click on Request a Refund or Manage Subscription.
State that you’d like to request a refund for your recent charge.
Highlight that the subscription renewed without any notice.
Mention that your account was not actively used during the billing period.
Submit your refund request.
Check your email for confirmation and follow any additional instructions provided.
If you purchased through Apple:
Open the Settings app on your device.
Tap on your Apple ID at the top.
Select Subscriptions.
Find your Bookkeepers.com subscription in the list.
Tap on it, then select Cancel Subscription to stop future billing.
Go to the Report a Problem page on the Apple website.
Sign in with your Apple ID.
Find the transaction for Bookkeepers.com in your purchase history.
Select Report a Problem next to the charge.
Choose the option that relates to requesting a refund.
Emphasize that the service was not utilized or the renewal was unexpected.
Submit your request and check your email for updates.
If you purchased through Google Play:
Open the Google Play Store app.
Tap the Menu icon (three horizontal lines).
Select Subscriptions.
Find your Bookkeepers.com subscription.
Tap on Cancel Subscription to cease future payments.
Open the Google Play website on your browser.
Sign in with your Google account.
Find your order history and locate the related charge.
Select Request a Refund or Report a Problem.
In the comments, mention the unexpected renewal and indicate minimal use of the service.
Submit your refund request and watch for email feedback.
If you purchased through Roku:
Go to the Roku Website and sign in to your account.
Select Manage Account.
Choose Add/Manage Subscriptions.
Find the Bookkeepers subscription you wish to cancel.
Cancel the subscription to avoid being billed again.
Navigate to the Support section of Roku's website.
Locate the option for Contact Us.
Select Request a Refund within that area.
When prompted, state that the subscription renewal was unexpected and you haven’t used the service.
Submit your refund request and check for a response via email.
Disclaimer
Chargeback is an independent consumer resource that provides educational information to help users understand how to cancel, manage, or request refunds for various subscriptions. We are not affiliated with, endorsed by, or sponsored by any of the companies mentioned on this site. All trademarks, logos, and brand names are the property of their respective owners.
The information we provide is based on publicly available sources and user reports and may contain inaccuracies or become outdated over time. Our guides are intended for general informational purposes only and should not be relied upon as official company instructions or legal advice.
Consumers are solely responsible for reviewing their own contracts, terms of service, and refund or cancellation obligations before taking any action. Nothing on this site should be interpreted as legal, financial, or contractual guidance.
Chargeback does not encourage or condone disputing valid charges, misrepresenting transactions, or taking any action that could violate a company's terms, service agreement, or applicable laws. We promote fair, transparent, and lawful communication between consumers and businesses.
I would like to request a refund in the amount of [Amount].
If applicable, I have attached relevant documentation for your review.
Please confirm the receipt of this request and provide an update within 3-5 business days.
Thank you for your attention to this matter.
Sincerely,
[Your Name]
[Your Phone Number]
Common refund statuses
Status
Meaning
What It Means for You
Pending
The refund request has been initiated but not yet processed.
Your refund is in the queue and will be processed shortly. Expect to receive a further update soon.
Processing
The refund is currently being processed by our team.
Your refund is actively being worked on. You will receive a notification once it is completed.
Refunded
The refund has been successfully processed.
The funds have been returned to your account. Check your balance to confirm receipt.
Partially Refunded
Only a portion of the original amount has been refunded.
You will see the partial refund reflected in your account soon. If you have questions, contact support.
Completed
The refund process is fully complete.
You have successfully completed your refund request. No further action is needed.
Canceled
The refund request has been canceled by the user or the system.
No refund will be processed. If this was an error, you may need to submit a new request.
Real User Scenarios: When and How Refunds Were Successfully Claimed
At Bookkeepers, users often navigate subscription services and account management inquiries. Here are some realistic scenarios where users successfully claimed refunds:
Annual Subscription Change: A user decided to switch from an annual subscription to a monthly plan after realizing that their needs had changed. They reached out to customer support, explaining their situation, and received a pro-rated refund for the unused portion of their annual fee.
Accidental Upgrade: A small business owner accidentally upgraded their subscription while exploring new features. Upon noticing the change, they contacted support and explained their oversight, and as a result, they were granted a refund for the difference in charges within the billing cycle.
Billing Period Transition: After switching from a trial to a full subscription, a user encountered confusion regarding the billing period changes. They discussed this with customer service, who clarified the dates and facilitated a refund for a double charge that occurred during the switch.
Service Interruption Compensation: During a platform upgrade, a user experienced temporary service disruption that affected their bookkeeping operations. They submitted a feedback form detailing the inconvenience, and Bookkeepers provided a goodwill refund for that month's subscription to express their commitment to customer satisfaction.
The Easiest Way to Get a Bookkeepers Refund
If you're frustrated trying to get a refund from Bookkeepers—or if you didn't even realize you were being charged—Chargeback can help. Chargeback is a personal subscription manager that automatically detects hidden, recurring charges like Netflix, Hulu, and hundreds of others. With one click, we can cancel unwanted subscriptions, flag suspicious billing, and even initiate refund requests on your behalf. No more waiting on hold or navigating confusing help pages. Just connect your bank or card account, and we'll take care of the rest.
How to Track Your Refund Status Efficiently
Tracking your refund status efficiently is crucial for effective bookkeeping. At Bookkeepers, we provide several streamlined methods to stay updated on your refund progress. Here are specific tips to help you track your refunds using our platform:
Email Notifications: Keep an eye on your inbox for refund update emails from Bookkeepers. These emails detail the status of your refund and any necessary actions you might need to take.
In-App Notifications: Check the Bookkeepers mobile app for real-time in-app notifications regarding your refund status. Make sure to enable notifications so you don't miss important updates.
Account Dashboard: Log into your Bookkeepers account and navigate to the Order History section. Here, you can find a summary of all transactions, including the current status of any refunds.
Billing Section Insights: Visit the Billing section of your account settings to find detailed information on your refunds. This area provides comprehensive visibility into pending and completed refunds.
Refund Progress Tracking: In the Order History section, click on any specific order to view detailed updates regarding your refund progress, including timestamps and reasons for delays, if applicable.
Merchant Tools: Utilize tools like the Refund Tracker feature within your dashboard. This tool allows you to view a breakdown of all refunds initiated, including estimated completion dates.
FAQ
If you forgot to cancel your subscription on time, unfortunately, we are unable to issue a refund for the most recent payment. However, we recommend reviewing our cancellation policy and reaching out to our support team for assistance with any other concerns you may have.
Refunds typically take 5 to 10 business days to process and appear in your account, depending on your bank's policies. Once the refund is initiated, you will receive a confirmation email, and you can check your account for updates during this period.
If you see a charge but do not have an active subscription, please first check your account to confirm your subscription status. If you believe there is an error, contact our support team with the details of the charge for further assistance, and we will help you resolve the issue.
If you're unable to secure a refund directly from Bookkeepers, consider reaching out to customer service again for further assistance. You may also want to escalate your inquiry within their support system to ensure it receives the necessary attention. Additionally, reviewing your account details and previous communications can help clarify your situation.
If Bookkeepers has refused to issue a refund, you may want to review their refund policy to ensure you understand the terms and conditions. Additionally, consider reaching out to customer support again to clarify your concerns or inquire about possible alternatives. Checking your account details might also provide insights into your eligibility for a refund or other options available to you.
Chargeback and the Chargeback trademarks used herein are trademarks or registered trademarks of Chargeback and its affiliates. The use of any other trade name, copyright, or trademark is for identification and reference purposes only and does not imply any association with the copyright or trademark holder of their product or brand. Other product and company names mentioned herein are the property of their respective owners.
¹ Total savings is calculated based on internal annualized estimates of savings for customers. ² Average requests times may vary depending on volume of requests
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