Jim-from-Ohio
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Difficult to say no and turn down work, even though I don't need it really but this is a sales tax issue in Ohio..
Client behind many years in sales tax. pizza shop.. I asked for $ 5,000 retainer to make it worth my trouble and they agreed.. only thing is they want to drop off a quicksbook file so i can dig through it.. I don't have that program though and I know there are muliple versions of QB desktop. I woudl rather remote into their computer using my TeamViewer program and work on it that way.. That is how I work on clients all over the area withhout having to travel or have multple programs on my computer. If they tell me their computer died or for some reason is not available to remote into, what do I do if I still want to do this about getting a version of QB.
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Work fast with a FREE 30 day trial? https://quickbooks.intuit.com/free-trial
Answers are easy. Questions are hard!
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Intuit supposedly quit selling QB desktop to new subscribers in 2024. If you want a copy, I think the only way you could do it is to tie in with the client's subscription.
Slava Ukraini!
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You need Enterprise if they were using Enterprise. You need Premier otherwise, and the Accountant Edition can open any file other than Enterprise. You would want the year they used or not more than 2 newer, since those would update the file and more than a 2 year leap is a pain.
I don't use Team Viewer. I use the built in Windows 11 Quick Assist. I use it with my 89-year old mother, and it's very simple. As host, you will need a MS or other login, my old Skype general "client" access was working, but I don't know if it still works now that they killed Skype.
You both do this: Hold down the Windows key and the Control key at the same time. Poke the Q.
You get a code, read it off to them. They enter the code. They get a pop up asking for their permission to share. You connect. You request mouse control when you need that.
Don't yell at us; we're volunteers
