QuickBooks Free Service

QuickBooks Remote Access Free Service

New with version 2002 and higher there is remote access software included with the Premier version that permits working on the file remotely.  The Premier: Accountant Edition expands this capability to include any other product (i.e. Basic, Pro, or Premier) of the same version.  This is a remote access feature included in the software.  The Premier and industry specific versions of Premier only permit the client to remotely access their own data file.  This alternative to transferring files back and forth uses WebEx and the Internet for the technology solution. 

QBRA-2002: Company > Business Services Navigator > Access QB Remotely > Sign Up

QBRA-2002: Accountant > Remote Access > Set Up for new users

To begin using the service, the accountant will start a session.

QBRA-2004: Accountant > Remote Access > Start a session

If clients have been entered into WebEx with their name and e-mail address, it is possible to choose from the pull down list.  Otherwise, enter the name and e-mail address and click on the invite button.  This will send an e-mail to the client with a link they can click on to join the session.

The other alternative is to provide the client the link (or automate the process by having the link on the accountant's web site) then the client can enter their name and the support number provided by the accountant. 

Either way works the same.  Typically the e-mail is a little easier since the support number is already filled in for the client, however, the link on the web site and verbally providing the number to client works well especially on those slow e-mail days. 

The e-mail includes the subject line "Invitation to Support Session."  And the body of the e-mail is:

You have been invited to join a QuickBooks Remote Access support session.

Please click the link below to begin the session.

https://qba.webex.com/qba/customer.php?Number=625560631&Name=Bonnie&Rnd=1537798253

Thank you for your business.

WebEx Support

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If you need assistance or have questions, please contact WebEx:

Next, the client will click on the link and join the session.  The accountant will see that the client has arrived (i.e. the accountant will see customer status: connected) and then request access to the client's file.  The client clicks to permit and the accountant is in.  The back and forth takes a couple of minutes but it is still much more efficient than driving to the client's location.  Going through the process together on the telephone eliminates most all problems.

At the time of this writing, there was a special offer of the first year free for this service.  This free service strictly permits access to a QuickBooks data file for the same version.  For any of the upgraded features a monthly fee will apply.