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abest92
Level 1

How do I support a Desktop client remotely?

I am an accountant, and so far I exclusively support Quickbooks Online clients or Desktop clients I can travel to. However, I have just landed a Quickbooks Desktop client that I cannot travel to. I will have to support them remotely. How do I do this? They mainly want me to handle payroll and payroll taxes.

2 Comments 2
FritzF
Moderator

How do I support a Desktop client remotely?

Welcome to the Community, @abest92.

 

Since you want to support a client remotely, consider using our Authorized Commercial Hosting Program. This allows you to have your licensed copy or copies of QuickBooks installed on servers in an authorized remote hosting facility. Then, access that software over the Internet on a virtual desktop via a secure connection and a web browser.

 

Here are the benefits of the program: 

 

  • Easy and compliant software license management. 
  • Easy upgrades.
  • Access to Intuit technical support. 

 

For more information about this, consider checking out this article: What hosting providers are authorized by Intuit?

 

Setting this up requires accessing your account which we're unable to do it here in the Community. That said, I highly suggest contacting our Phone Support team. They have the tools that can pull up your account in a secure environment and assist you further.

 

Here's how to reach them:

 

  1. Open QuickBooks Desktop (QBDT), then go to the Help menu at the top to get to the QuickBooks Desktop Help.
  2. Select Contact Us at the bottom to connect with our live support.

 

Please let me know if you have any other issues or concerns in the comment below. I want to make sure everything is taken care of for you. Have a great rest of the day!

Fiat Lux - ASIA
Level 15

How do I support a Desktop client remotely?

You have two options:

1. Utilize the remote desktop solution, if they want to monitor closely what you are doing on their file.

https://my.splashtop.com/splashtop_referral/AAHHq6GG344maw

 

2. Ask them to deploy a private cloud. You may access their local file anytime you want by internet connection.

https://partners.myquickcloud.com/?pc=fiatlux

 

Hope it helps.

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