As many of you have experienced, QuickBooks training or cleanup can be very time consuming.  To help you better manage your time, these tasks can be completed online and over the phone using a remote access tool.  I am currently using one called ” GoToAssist Express” which is produced by Citrix, the leading name in remote access. 

How does this work?  When you call or e-mail me with a request for QuickBooks help we start by scheduling in a time to “meet” online.  I then send you an e-mail with a link to the “GoToAssist” website where you will type in an access code.  As soon as this code is entered, our two computers will be able to communicate with each other.  This is soooooo cool…and you won’t believe how easy it is!

This connection allows me to see YOUR computer screen on MY computer screen.  It also allows me to run your QuickBooks program with you watching my every move.  However, even though I have full control of your program, you can take back that control at any time by simply moving your mouse.  This system allows me to show you what I’m doing and to explain things as we go along, and you can show me areas that need attention.  Anything that we can do in person in QuickBooks can now be done without leaving the comforts of your office.

A few things to consider: 

• This works best if you have a high-speed internet connection
• It’s advisable to have a headset or speaker phone for sessions lasting more than 15-minutes (to save on neck cramps…)
• The more prepared you are with your questions, the more focused and successful the session
• Planning regular monthly or quarterly sessions will enhance your QuickBooks knowledge and make year-end cleanup easier and less time consuming - and your tax preparer will love you!

This system is fast, easy, and convenient - I encourage you to give it a try!