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Save time, money, and frustration - expect remote support from your QuickBooks ProAdvisors

Friday, July 10 2009

With QuickBooks Remote Access, your can support your clients using an high speed Internet connection and a browser from within QuickBooks Premier Account Edition.

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  • You can work on a customer's financial data and applications from a remote location with or without your customer in attendance.

  • When you want to meet with a customer, you can use text, video, your customer's QuickBooks application, or your own application to resolve issues, or trade information in a real-time, online meeting, almost as if you were both in the same room working on the same computer.

  • Perform tasks on your customer's remote, computer without ever leaving your office and without your customer needing to be present:

  • Access applications.

  • Transfer files.

  • Print from the remote computer to your local computer.

  • Manage and maintain your remote computer list.

Using QuickBooks Remote Access, you can start a support meeting and collaborate on either computer, actually showing something rather than explaining it? 

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  • View or control your customer's application or allow your customer to do the same on your computer.

  • Transfer files between your local computer and the remote computer.

  • Add video to a support meeting to personalize the meeting or show an object.

  • Add text messaging to chat with your customer as you explore and resolve issues.

  • Record a support meeting for later re-use in training customers.

  • Manage and maintain your customer list.

What you need

  • a subscription to QuickBooks Remote Access for hosting meetings.

  • a fast internet connection

  • invite your customer to join a support meeting

  • ask for permission to view or control an application or the entire desktop on the customer's computer

  • What you can do

  • Take control of your customer's mouse to control his or her QuickBooks application.

  • Pass control of your mouse to your customer to control your application.

Robert Guild is certified QuickBooks ProAdvisor in Austin, TX who conducts CPE courses for CPAs and individual training and group classes to QuickBooks users. His company at www.QBCoach.biz, maintains a sixteen-station QuickBooks lab, providing hands-on training. You can contact him directly at rguild@QBCoach.biz or follow him on twitter at QBPro

In addition, make sure to read these articles:

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