Remote-access Guide

how do i set up quickbooks remote access

by Dr. Virgie Schamberger Published 3 years ago Updated 2 years ago
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How to Remote Access QuickBooks

  • Open the Splashtop Business app on your device.
  • Look through your list of computers until you find the one you want to access.
  • Click to start the remote session – then the remote computer screen will open on your device. You will now be able to remote control the computer in real time.
  • Open QuickBooks on the remote computer. You can literally connect in seconds from ANY of your devices at any time, and from anywhere in the world.

How to Remote Access QuickBooks
  1. Open the Splashtop Business app on your device.
  2. Look through your list of computers until you find the one you want to access.
  3. Click to start the remote session – then the remote computer screen will open on your device. ...
  4. Open QuickBooks on the remote computer.

How do I set up QuickBooks remote access?

Remote Access for QuickBooks Set up. Step 1: First, you need to sign up for QuickBooks remote access on the particular Intuit Website. Step 2: Now launch a web browser on the computer for which you want to access QuickBooks remotely and then sign in to your particular account on the given QuickBooks remote access website.

How can I remotely access my business QuickBooks?

Then you can try three different ways to access QuickBooks desktop remotely as mentioned below:

  • Hosting QuickBooks Desktop on cloud
  • Switching to QuickBooks Online
  • Using QuickBooks Remote Access tool

Can I access QuickBooks Online from any computer?

QuickBooks Online is a full Cloud solution that can be used on any compatible browser on any computer (PC or Mac), and mobile device. Can I access QuickBooks Online on my mobile phone or tablet? QuickBooks Online can be accessed from any web enabled mobile device with a web browser.

How to access QuickBooks Desktop remotely?

  1. First, you need to sign up for QuickBooks remote access on the particular Intuit Website.
  2. Now launch a web browser on the computer for which you want to access QuickBooks remotely and then sign in to your particular account on the given QuickBooks ...
  3. Press set up computer and download the particular remote access tool installation file. ...

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How do I setup QuickBooks desktop remote access?

How can you get QuickBooks Remote Access?On your desktop, launch a web browser and then log in to your account on the official website.Go to the box next to the defined computer nickname and select 'Connect' in the Action column.Enter the passcode or use phone authentication and authorize your computer.More items...•

Is there a way to access QuickBooks desktop remotely?

Option 2: Set up or open a company file from a remote server You can store your QuickBooks product and data file(s) on a service provider's servers. This allows you to use your QuickBooks securely, anywhere and anytime. As long as you have access to the internet, you can use a remote desktop connection.

Can I access QuickBooks from any computer?

You don't need to add your home computer to be able to access QuickBooks Online (QBO) in both locations. QBO is a web based program, so as long as both computers are connected to the internet, you can access your account through this link: https://qbo.intuit.com/qbo19/login?webredir.

How much does QuickBooks remote access cost?

Cost of Accessing QuickBooks Remotely This involves two plans namely: QuickBooks Access ($70.95/month) Full Desktop Access ($99.75/month)

How do I use QuickBooks Desktop in different locations?

Pick the type of installation you want. Choose where you want to save QuickBooks. Pick a new install location or select Next to install to the default directory. Tap on Install.

How do I share QuickBooks between two computers?

Step 1: Install and download data transfer utility. ... Step 2: Paste the company file. ... Step 3: Open the company file on the secondary computer. ... Step 4: Select "Open source company" ... Step 5: Allow access to your personal data. ... Step 6: Search for "Close" and close the company. ... Step 7: Choose "Restore company" or "Open"More items...•

How does QuickBooks Remote Desktop work?

QuickBooks Remote Access tool can connect to the remote machine on which the QuickBooks desktop is installed. It can perform basic tasks such as copying files between local and remote computers, print files on the remote server using the local printer, access QuickBooks data folders and files remotely, etc.

Can you use QuickBooks on 2 computers?

If you purchased a single-user license for an edition of QuickBooks, your license entitles you to install the software on a total of two computers, provided that you own both systems. These two installations enable you to work at your office on one system and continue your work at home on another computer.

What is the difference between QuickBooks Desktop and QuickBooks Online?

The main difference between QuickBooks Online and QuickBooks Desktop is that QuickBooks Online is cloud-based accounting software, and QuickBooks Desktop is locally-installed.

Is QuickBooks Desktop being phased out?

Your access to QuickBooks Desktop Payroll Services, Live Support, Online Backup, Online Banking, and other services through QuickBooks Desktop 2019 software will be discontinued after May 31, 2022.

How can my accountant access my QuickBooks Desktop?

Read step-by-step instructionsNavigate to the Manage Users Menu. From the home screen, click on the Gear Menu and beneath the column heading labelled “Your Company” select the Manage Users tab.Open Invitation. ... Enter Your Accountant's Name and Email. ... Finalize Invitation.

Is QuickBooks Desktop being phased out?

Your access to QuickBooks Desktop Payroll Services, Live Support, Online Backup, Online Banking, and other services through QuickBooks Desktop 2019 software will be discontinued after May 31, 2022.

How can my accountant access my QuickBooks Desktop?

Read step-by-step instructionsNavigate to the Manage Users Menu. From the home screen, click on the Gear Menu and beneath the column heading labelled “Your Company” select the Manage Users tab.Open Invitation. ... Enter Your Accountant's Name and Email. ... Finalize Invitation.

Does QuickBooks work over VPN?

If you attempt to work with QuickBooks over a VPN line, you run the risk of corrupting the data file. It may not happen immediately, but it will happen. Intuit also advises not to use VPNs to access QuickBooks.

What is the difference between QuickBooks Online and desktop version?

The main difference between QuickBooks Online and QuickBooks Desktop is that QuickBooks Online is cloud-based accounting software, and QuickBooks Desktop is locally-installed.

Step 1: Set up QuickBooks Desktop

On a multi-user network, one computer hosts your company files. This is your server computer. Computers that connect to your network that don't host your company files are called work stations.

Step 2: Set folder permissions

Follow the steps to set up folder permissions on your server computer. Make sure the folder with your company files has permission to be on your network.

Step 3: Install Database Server Manager

If you follow the steps in Step 1, QuickBooks also installs QuickBooks Database Server Manager on your server computer. This tool lets you share your company files with other computers over your network.

Step 5: Set admin rights

Make sure the user account you use to sign in to your server computer has Windows admin rights.

Step 6: Use Database Server Manager

After you install the Database Server Manager, follow the steps and use it to scan the folder that holds your company files.

Step 7: Turn on hosting

Now that you've set up everything outside of QuickBooks, all you need to do is turn on Multi-user Access on your server computer. Your server computer should be the only computer with this feature on.

Where to store QuickBooks data?

Store all your QuickBooks company file on a service provider's servers to allow users to access QuickBooks securely, and remotely. You need to have access to the internet for the remote desktop connection.

Can you self host a QB server?

If you use or need multi-user access then you will have to install your software a little different. You can self-host , or pay for hosting but in no way are you limited or restricted into using QB/Intuit as the host server.

Is Chrome Remote Desktop free?

Utilize Chrome Remote Desktop plug-in for free. If you need more feature, explore this paid remote desktop app.

Do I need to host QBD?

You don't need to host your QBD on a 3rd party service. Explore the Chrome Remote Desktop app and compare it to the paid app as I mentioned earlier.

Is remote printing available on the remote desktop app?

The remote printing feature is only available on the paid remote desktop app.

Can I print from my remote location?

If you need to print at your remote location then I would suggest that you first print to pdf. You may have to save the pdf if your remote device does not open pdf to print in a browser window. Then from your location you would print the pdf to any printer installed on that device.

Can Fiat Lux access QuickBooks?

As you can see, Fiat Lux - ASIA shared a way to access QuickBooks Desktop remotely by utilizing Chrome Remote Desktop plug-in for free.

How does Microsoft Word and Excel work with QuickBooks Desktop with Hosting? How does my email work?

If you have Microsoft Word and Excel, you can export QuickBooks Desktop reports to Excel. You can export estimates, invoices and statements to Word.

What are the benefits of choosing QuickBooks Desktop with Hosting over QuickBooks Desktop (local access only)?

All you need is an internet connection with a simple client program. Launch the remote access app and log in with your user ID and password. Your QuickBooks Desktop is ready to use. There's virtually nothing new to learn because the software looks and works just like it does on your PC.

Why Do You Need Remote Access to QuickBooks?

Part of the solution lies in having mobile workforces who are equipped with all the information they need to function efficiently wherever they are. This might entail logging in from remote computers to save on the infrastructure cost. Also, using QuickBooks on two computers might become a necessity especially when different users have to collaborate on the same file. With QuickBooks remote access, it would be possible to drag and drop files between two computers. Imagine how easy it would be for accountants who might have to print documents on their office computers from a printer at the client site or for managers who have to track the activities of their remote employees with QuickBooks remote access.

What is QuickBooks software?

QuickBooks is one of the most prominent business accounting software programs among small and medium-sized businesses. It offers a host of features spanning across aspects like bookkeeping, reporting, and billing among other functions.

Does QuickBooks Desktop have remote access?

Intuit authorizes some vendors to provide QuickBooks Desktop remote access via cloud desktops. This method of QuickBooks remote access is also made available on a subscription basis as opposed to a one-time-investment purchase of QuickBooks Desktop. The advantage of QuickBooks cloud hosting is that it behaves similar to your physical desktop where QuickBooks is originally installed.

Is QuickBooks Online a SaaS?

QuickBooks Online is a lite version of the QuickBooks software. While it retains most of the core functionalities of the accounting software, it leaves out several others that may be necessary for enterprises. The software is available on the SaaS model and users can access it from any device on a subscription basis. This makes it ideal for small businesses, freelancers and sole proprietors who might use the accounting software for bookkeeping and tax purposes often temporarily. However, if you want to do some heavy accounting work, you’d prefer QuickBooks Desktop over QuickBooks Online.

Can you do remote sessions on QuickBooks?

Thankfully, there are multiple ways in which there is support for remote sessions on QuickBooks. Each method applies to users with different requirements with its own set of pros and cons.

Is QuickBooks Online supported by Intuit?

While QuickBooks Online is fully supported by Intuit, it has a fair share of shortcomings that we saw before. It does not offer all the functionalities on the Desktop version yet and may be found wanting in meeting complex requirements. Using a specific tool to access QuickBooks is likely to pose compliance challenges especially while dealing with sensitive financial data. That leaves QuickBooks hosting as the last method for remote access.

How to access QuickBooks from a remote computer?

Open the Splashtop Business app on your device. Look through your list of computers until you find the one you want to access. Click to start the remote session – then the remote computer screen will open on your device. You will now be able to remote control the computer in real time. Open QuickBooks on the remote computer.

What are the benefits of remote accessing QuickBooks?

The Benefits of Remote Accessing QuickBooks. You will cut down on wasted time spent traveling to clients. You can work from the comfort of your own home. You can use a mobile device in addition to a computer to access QuickBooks remotely. You can stay productive even while on the go.

What is the best remote access software for tax preparers?

Splashtop is the best remote access software for tax preparers and accountants (and 20 million other users around the world!) because it helps them save time and still be productive thanks to remote access.

Can you access splashtop from a Mac?

Once you get started with Splashtop Business Access, you’ll have unlimited remote access to your clients’ Windows and Mac computers, from any of your Windows, Mac, iOS, Android, and Chromebook devices.

Is splashtop remote access secure?

Not to mention, Splashtop remote access is completely secure. You and your clients can know that between encrypted connections, device authentication, two-step verification, multiple 2nd-level password options, and other security features, your data is secure.

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