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Use SmartLook screen share with QuickBooks Support experts

SOLVED•by QuickBooks•10•Updated 4 weeks ago

Learn how to use SmartLook to share your screen when you work with QuickBooks Support. 

SmartLook is a set of features that provide a more interactive support experience during a call. You can utilise the co-browse or screen share features when you're on the phone with our support team.

What is co-browse?

Co-browse allows QuickBooks support agents to view only pre-selected web browser windows on your computer and interact with the screen in real-time. Their access is limited only to what’s in the web browser and only the pages you want them to see. Support agents can't open browser tabs or view anything else on your computer.

What is desktop screen share?

Screen share allows support agents to see anything you have on your desktop during the session.

Use SmartLook in QuickBooks Online and QuickBooks Online Accountant

In QuickBooks Online

  1. Select Settings Settings gear icon. and then under Tools, select SmartLook.
  2. You will be presented with a brief disclaimer on what to expect throughout the session.

Share_temp_access_QBO_AU_Ext_012523.png

  1. If you agree to continue with the SmartLook, select Share access.
    1. If you don’t want to continue with the SmartLook, select Deny and you can speak to the team member about your options.
  2. Once you’ve selected Share access, copy the number that appears.
  3. Share this code with the agent during the call.

The SmartLook window will appear on your screen.

You retain control of the mouse.

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