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Use Share screen with QuickBooks Support experts

by Intuit•2• Updated about 4 hours ago

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

Share screen lets QuickBooks Support experts view only your QuickBooks Online or QuickBooks Online for Accountants screen. They only have access to QuickBooks and can’t take over your desktop or mouse.

QuickBooks experts also use Glance to screen share in some instances.

Use Share screen in QuickBooks Online and QuickBooks Online Accountant

  1. Go to  Settings Settings gear icon. and select Share screen.
  2. Read the disclaimer and select Share. The option Not now is also available if you’d prefer not to share.
  3. Give the code to your expert so they can start the Share screen session.

Note: Share screen isn't available in the QuickBooks Online mobile app or mobile web browser.

  1. Sign in to your QuickBooks Online account.
  2. Hold down Shift and Enter (Windows) and Shift and Return (MAC) at the same time.
  3. Read the disclaimer and select Share. The option Not now is also available if you’d prefer not to share.

Share screen session permissions and details

For Customers

  • Experts can only see QuickBooks Online with the Share screen session.
  • You can end the session at any time by selecting Close.

Experts can

  • See the customer browser and QuickBooks Online details.
  • Use Gesture and Highlight tools to point and ask questions and take customers, step-by-step, through the solution.

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