Use SmartLook to share your screen with support agents

Learn how to use SmartLook to open Glance and share your screen when you’re on a support call.

SmartLook is a set of support features that provide a more interactive support experience during a call. You can utilize the co-browse, screen share, and one-way video interaction features when you’re on the phone with our support team.

Learn more about SmartLook features #

Use SmartLook features #

In QuickBooks Online and QuickBooks Online Accountant #

  1. In QuickBooks Online, select Settings ⚙ and then SmartLook.
  2. Copy the number that appears.
  3. Share this code with the agent during the call.

In QuickBooks Desktop using the QuickBooks Tool Hub #

  1. Download and run the QuickBooks Tools Hub.
  2. Select the Help & Support tab.
  3. Select SmartLook Session.
  4. A pop-up window with the 5-digit connection code appears.
  5. Share this code with the agent during the call.

The SmartLook window will appear on your screen. The Co-browse and one-way video interaction are on by default. You turn these off during the call.

You retain control of the mouse. At your request, the support agent can take control to demonstrate a task or walk you through a process.

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