Overview
To secure the export process of billing charges to QuickBooks, HostedSuite uses a PIN-based verification system. If you've lost or forgotten your PIN, or if it needs to be reset due to account changes or access control updates, follow these steps to obtain a new one.
Steps to Request a New PIN
✅ 1. Identify Who Manages PIN Access
Typically, only administrators or billing managers have access to the PIN or authority to request a reset. Confirm your internal point of contact if you’re unsure.
✅ 2. Contact HostedSuite or Evo Tech Support
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Submit a request through your support portal or email support directly.
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Include the following in your request:
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Your full name and role
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The associated HostedSuite account or company name
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The reason for the request (e.g., PIN forgotten, account ownership changed)
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Confirmation that you're authorized to make this request
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✅ 3. Verification Step (if applicable)
Support may verify your identity or role before issuing a new PIN. This can include confirming admin access or having an existing administrator approve the request.
✅ 4. Receive and Secure the New PIN
Once approved, the new PIN will be sent to the authorized contact. Store it securely and do not share it with unauthorized personnel.
Security Reminder
For security and audit purposes, PINs should be changed periodically and shared only with trusted team members who manage QuickBooks exports.