Please watch these 3-minute videos before our meeting. This video will show you how to set up zoom and what to expect from the meeting. This way, you can come prepared and have a successful meeting.

Video Link

To schedule a customer support meeting to help you with your issue with Autymate, click this link:

Schedule Support Meeting

We only have 30 minutes for this meeting, so please be on time. We usually have back-to-back meetings, so if you need more time, you can click this link to schedule another meeting. We will only help with Automate troubleshooting; we will not help with QuickBooks Bookkeeping questions. Contact intuit; see How to get QuickBooks or Bookkeeping Support below.

How to set up zoom for the meeting by following these steps::

1. First, make sure you download the Zoom Client so you can share your screen. Click this link to download and click Download below Zoom Desktop Client.
2. When you click the link, make sure you use the Pin if requested, and enter 123 when you sign in.
3. Make sure you have a Microphone. If you do not have a Microphone on your Back Office Machine where you installed Autymate Desktop, join on another computer for audio or call this number.
   • Call: +1 646 931 3860 US
   • Enter Meeting ID: 469 030 8677
   • Passcode: 123
   • Or one mobile use one-tap and click or copy this number: +16469313860,,4690308677#,*123# US.
4. When you join, you will be placed in the main waiting area, and you will be placed with a support rep.

Your meeting will only last 30 minutes, so please be on time. We typically have back-to-back meetings, so if you need more time, we will provide you with the link to reschedule.

Must READ for QuickBooks Online Users

• During setup, you should print and study this QBO SETUP QRG.

Must READ for QuickBooks Desktop Users

• First Review Checklist
• Please install the latest QuickBooks version before we meet and uninstall any previous version (learn more). We do not install QuickBooks for you. To upgrade, click here.
• When you set up Autymate, be sure you print and study the Quick Reference Guide QBD SETUP QRG.

Learn more on the Hub by clicking Learn & Tran -> QuickBooks and see Autymate Resources.

How to get QuickBooks or Bookkeeping Support

• You can reach QuickBooks for support by Contacting QuickBooks Desktop Support or QuickBooks Online Support or calling 800-446-8848
• Need a Bookkeeper to help you with QuickBooks accounting click here to learn more on who we recommend and why.

Common Support Requests

Below are customer support requests

• How do I download the files from FRS to load into Autymate?
• Learn more about Contacting Autymate Customer Support