Bookkeeping QuickBooks Cleanup Help The password is not the price
You can be on the call and still be the only person who can sign in. We will not take the login in exchange for a look at the file.
What the call needs instead
The call needs the file open on your screen, or a report you exported yourself and can hand over as a file. Those are different from a password. A shared screen lets us see the title, the date, and the number that worried you. An export lets us read the same report after the call. A password lets a stranger become you. We do not want the third one.
If a bank feed needs a fresh sign-in, you do that sign-in. We can wait. The prompt is yours. When the lines return, we look at them with you. We never ask you to read the code on your phone aloud so we can type it somewhere else.
Where people get pushed
Some owners have been told that help begins with handing over the login, the recovery email, and the phone that receives the codes. That request is convenient for the person asking and dangerous for the owner. It also makes a mess the next time the bank wants to know who signed in. We will not be that person.
A later scope can still be real work. We can keep the books on the months you want kept. We can set payroll up beside the provider you already run, using the reports that provider already gives you. A return can be drafted only from months a statement already supports. All of that can happen while the login stays on your side. If a task truly cannot, we will say so and we will stop that task.
What to type, and what to skip
The form on this page asks for your name, a way to reach you, and the name of the report. It does not ask for a password, and the box is a bad place to volunteer one. If you are unsure whether a sentence contains a secret, leave the sentence out. We can ask a smaller question on the call.
Write down, for yourself, which email the file uses and which phone receives codes. Keep that note where only you can open it. We do not need a copy.
Leave the login.
Tell us the report. Do not tell us the password.
You will be talking to the Steven Palmieri practice.