Use Screen share with QuickBooks Support experts

You can use Screen share to work with QuickBooks Support experts to help resolve issues, get guidance, or help with migrations.

In-app screensharing for QuickBooks Online and QuickBooks Online Accountant using desktop

Use screen sharing when an Expert needs to view your QuickBooks Online or QuickBooks Online Accountant screen. Screen share offers enhanced privacy, as Experts can only see your QuickBooks session. They can't view your desktop, browser tabs, or other applications.

Steps to begin screen sharing

1. From your QuickBooks Online account, go to Settings ⚙ and select Share screen under Tools.
   Note: You can also use the keyboard shortcut: Shift + Enter (Windows) or Command + Shift + Return (Mac).
2. Read the disclaimer and select Share to give your consent to screen sharing. You can also select Not now if you don't want to share your screen.
3. Provide the unique code shown on your screen to your support Expert so they can join the session.

Screen share permissions and details

• Your Expert can only see the QuickBooks interface within your browser.
• They can use annotation tools to guide you and use Remote Assist to scroll on your behalf.
• You can end the session at any time by selecting Stop share, then selecting Stop screen share.

Ending a Screen share session

Once your issue is resolved, end the session by selecting Stop share, then selecting Stop screen share. If you continue to have issues, reconnect or contact support again.