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gfwilliams2013
Level 1

I need help setting up a new loan I would like for you to remote into my computer

 
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Best answer May 10, 2019

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gfwilliams2013
Level 1

I need help setting up a new loan I would like for you to remote into my computer

Are you going to remote in?

View solution in original post

2 Comments 2
gfwilliams2013
Level 1

I need help setting up a new loan I would like for you to remote into my computer

Are you going to remote in?

View solution in original post

David-212915
QuickBooks Team

I need help setting up a new loan I would like for you to remote into my computer

It's nice to have you in the Community again, @gfwilliams2013. I'd be glad to get you pointed in the right direction for having someone remote into your computer and assist with setting up a new loan.

 

Here's how you can request a phone call from a support agent so that they can remote into your computer:

 

  1. Click the Help icon in the upper right of the screen.
  2. Select Contact US on the pop-up. 
  3. Enter your question in the How can we help? field and choose Continue
  4. Click Get a callback.
  5. Enter your contact information.
  6. Select Call me.

Should you not see the option for Get a callback, you can toggle it by entering Support in How can we help?.

 

I've included a quick video to serve as a visual reference:

 

 

I'm sure that a member of this team would be happy to assist you with setting up a loan. In the meantime, I'm including an article which covers the process of setting up a loan: Record a loan and its payment.

 

As always, you can find me here if you have any questions. Take care. 

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