Creative Financial Software

About Our QuickBooks Remote Support

The remote connectivity of data sources and the ability to remotely access critical data and systems is a defining characteristic of modern computer technology.

At Creative Financial Software, we leverage the power of remote technologies to better meet your accounting technology consulting needs, and we do so in a way that is both more convenient and more affordable than if we had to drive to your office every time you need our help. We work with our clients to find the perfect balance between the time we work with you onsite - at your business - and the time we work with you remotely from our office.

Remote Technologies We Use to Support QuickBooks Users

WebEx Desktop Sharing. QuickBooks has a partnership with WebEx - and powerful and secure Internet conferencing and desktop sharing application. As QuickBooks ProAdvisors, we have a special subscription to WebEx that allows us to connect to all of our clients' computers without you incurring any cost. This tool is so powerful, you don't have to install any software for us to connect to your computer, and we can make this connection to your computer if you simply click a link in an email we send you - it is that simple! After we connect to your computer, we can view or control any application on your computer. We use this technology to provide onsite training services, to work through support issues, to answer QuickBooks questions, to obtain copies of your QuickBooks data file - all while you watch and interact with us - and all while you are sitting at your own desk.
Windows Terminal Services If you run Windows 2000 server or 2003 server, we can often use a Remote Desktop Connection to connect directly to your server from our computers. Unlike the WebEx Desktop Sharing option above, you cannot see what we are doing while we are connected to your server using this technology. However, this type of connection is very fast, allowing our consultants to do extensive work on your QuickBooks data file as effectively as if we were at your office. If you purchase Terminal Server licenses, multiple people from our office as well as your offsite employees can all connect to your server - and therefore to your QuickBooks data - simultaneously. When you consider that several people can all access your QuickBooks data at the same time from several different offsite locations, it is easy to see the flexibility and power of this type of connection.
Email Email is a preferred way to submit questions and to report QuickBooks problems for many of our clients. Our clients benefit from a written reply - a reply that they can print and/or store on their computers for future reference. As necessary, we even include screenshots from QuickBooks to support our answers. This is especially helpful when the solution to your QuickBooks issue involves performing multiple steps. If your issue is too complex to solve through an email reply, we will respond to your email with a phone call and, as necessary, by connecting to your computer using WebEx.