Glance Intuit Remote Session

Glance Intuit makes it easy to have an agent helping you in real-time using ProConnect Tax Online or QuickBooks Online on your own computer. A Glance Remote Session can be used to provide assistance over the call when you need to resolve a problem related to the QuickBooks Online error or need advice regarding the ProConnect Tax Online features, as an expert will be able to see and operate on your screen in a safe way. 

Let’s learn how to initiate and terminate a Glance Intuit Remote Session, deal with the loss of connection, and use Intuit remote access tools confidently.

How to Start a Glance Intuit Remote Session?

A Glance Intuit Remote Session is a quick, safe method that allows Intuit support staff to view and control your desktop and manage it. Rather than attempting to describe steps over the phone or in chat, you just create a one-time code on glance.intuit.com, provide it to the QuickBooks Online agent or ProConnect Tax Online expert, and they join your screen. 

This direct connection simplifies troubleshooting and allows you to solve operational issues such as a setup error, data import, or software bugs faster. It only takes a few minutes to get set up for a Glance Remote Session. These are the steps to open the connection.

Step 1: Visit the download page

• Open your browser and visit glance.intuit.com.
• The Glance Intuit software installer will automatically start downloading.

Step 2: Install the desktop app

• After downloading, install the program by executing the installer and following the prompts on the screen.
• Accept the license agreement and allow any requests for permission.
• Once installed, you will notice a little Glance Intuit icon on your desktop or taskbar.

Step 3: (Optional) Add the browser extension

• Alternatively, you can install the Glance browser extension to Chrome, Firefox, or Edge in case you do not want to use the desktop app.
• Visit the extension store of your browser and search for the extension with the name “Glance Intuit Remote Session” and click on “Add”.
• You will get an extension icon on the side of your address bar.

Step 4: Contact your Intuit support agent

• Get a QuickBooks Online agent or a ProConnect Tax Online support rep on the phone or chat line.
• Let them know you want to begin a Glance Intuit Remote Session.

Step 5: Generate and share your session code

• Open the Glance Intuit app (or tap the extension in the browser).
• In the window, a special 5-digit code will be shown, which will be your session key.
• Paste the code in your chat with the support agent or read it out.
• The agent enters the code on their side and has secure access to your screen.

Once connected, the agent will be able to help you in such processes as configuring sales taxes, correcting payroll issues, or importing client data in ProConnect tax online. You are in control, and you can pause or terminate the session.

How to End a Glance Intuit Remote Session?

Ending the session is equally as simple when your problem is solved.

• The red button at the top right corner of the Glance window is marked End Session.
• Confirm that you are sure that you need to disconnect.
• The access by the agent is automatically disconnected, and your screen becomes yours.

In case you require reconnecting later, you will get a new 5-digit code and repeat the procedure with your QuickBooks Online agent or ProConnect Tax Online support rep.

Troubleshoot Intuit Remote Access Issues

Sometimes sessions may drop even when there is a good internet connection. The way to deal with common hiccups is as follows,

A) Session times out or disconnects

• Check to see if any error message appears in the Glance window.
• Share the agent your phone number or a different contact option.
• Restart the application or extension and generate a new code.

B) The installer won’t download or run

• Make sure that the pop-up and download settings of the browser are enabled.
• Make sure that you have the current updates of Windows or macOS.
• As a backup, use the browser extension.

C) The agent can’t control your screen

• Make sure that you clicked the button “Allow” when the request to access permissions was shown.
• Go to System Preferences >Security & Privacy (on Mac) and turn on screen recording of the Glance app.
• Restart the application and reconnect.

By staying calm as well as using these steps, you will be back in one of the live support sessions within minutes.

Expert Tips for a Smooth Glance Remote Session

These best practices will make your Intuit remote access experience even better.

• To minimize dropouts, use a wired connection.
• Close any unrelated apps to speed up the screen sharing.
• Plug in your device or keep it charged so that you do not get interrupted.
• Be clear in your communication; tell the QuickBooks Online agent what you are trying to do.
• Listen to audio in case you need to talk during the session; some of the agents have voice over IP.

These minor adjustments are able to upgrade the sound quality, refresh rates of the video, and total efficiency.

Conclusion

Glance Intuit also makes troubleshooting easy because it provides you with safe, live assistance by a QuickBooks Online expert or ProConnect Tax Online agent. 

You can easily start a Glance Intuit Remote Session; provide a 5-digit code that you can share with someone in a glance at glance.intuit.com, and have an agent walk you through any problem on your screen. 

It is equally easy to close the session, and you remain in control throughout. This Intuit remote access tool can save your time and get your software questions answered faster than ever.

Frequently Asked Questions