Remote-access Guide

how to setup quickbooks remote access

by Dr. Rahul Jenkins DDS Published 2 years ago Updated 1 year 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.

Why QuickBooks unable to connect to remote server?

Troubleshooting QuickBooks Connection Problems

  1. The QuickBooks Company File has not been specified. The QuickBooks sync requires that a company file be provided. ...
  2. QuickBooks never showed the ‘Authorize Integrated Application’ form. The very first time you use the new QuickBooks sync, you will need to authorize the application. ...
  3. The QuickBooks sync has been authorized, but will not connect. ...

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How can I remotely access my business QuickBooks?

What You Can Do While Remote Accessing QuickBooks

  • Control QuickBooks and other apps as if you were sitting in front of the remote computer
  • Remotely print checks, receipts, 1099 forms, and other documents from the remote computer to your local printer
  • Transfer important files from your clients’ computers to yours so you can save important information locally

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Can QuickBooks be accessed remotely?

QuickBooks, installed on the server of hosting providers, can be accessed by the authenticated users from anywhere over the internet. To access QuickBooks Desktop remotely on the cloud, you can avail Ace Cloud Hosting's 10 days free trial for QuickBooks hosting service.

Can you access QuickBooks remotely?

The first option to access QuickBooks Desktop remotely is to place QuickBooks and the company data file on a hosted server. A remote hosted server is required if users are not in the same location and need access to a QuickBooks file simultaneously, using multi-user mode.

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Can I access QuickBooks remotely?

QuickBooks Online is a solution from Intuit that works entirely on the cloud. You can access QuickBooks remotely from any internet device anytime and start working on your accounting tasks.

How do I give someone access to QuickBooks?

Add a QuickBooks userGo to the Company menu, then select Users.Select Set Up Users and Roles.Enter the admin password, then select OK.Select the User List tab, then select New.Enter a user name and an optional password.In the Available Roles section, select the user's roles, then select Add.Select OK.

Can you access QuickBooks Online from any device?

QuickBooks is supported on Chrome, Firefox, Internet Explorer 10, Safari 6.1, and is also accessible via Chrome on Android and Safari on iOS 7. You can also use QuickBooks Online via an iPhone, a BlackBerry, and an Android web app.

How do I give someone access to my QuickBooks Online?

Add a QuickBooks Online userSelect Settings ⚙, then Manage users. If you can't select this, you don't have permission to manage other users. ... Select Add user.Select the user type you want to create. ... Enter your new user's name and email address, then select Save.

How do I set up multiple users on QuickBooks?

In QuickBooks Desktop, go to the File menu and hover over Utilities. Select Host Multi-User Access. Then select Yes to confirm.

Can you have 2 users on QuickBooks?

The multi-user mode 1 in QuickBooks Pro and Premier allows multiple users to collaborate on the same company file at the same time. All users must be networked and must each have their own QuickBooks license.

How do I access my QuickBooks company from another computer?

Locate then open the company fileFrom the File menu, select Open or Restore Company.Select Open a company file, then Next.Browse the location of the company file. ... Select the company file (with file extension . ... If prompted, enter your user name and password.

How do I access my clients QuickBooks?

In QuickBooks Online Accountant, go to the Clients menu. Review the list. Clients with a QuickBooks icon next to their name are connected.

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.

What are the 3 types of user permissions in QuickBooks Online?

You can choose to give them all access, limited access or none. When you add a new standard user, you'll see what they can or can't do on the screen. Here's a summary of what the access options allow.

What types of user permissions can be set up in QuickBooks Online?

Roles that count toward user limitsPrimary Admin. The primary admin is the main user who has access to every part of the QuickBooks account. ... Company admin. ... Standard User. ... All access. ... Limited (customers and sales) ... Limited (suppliers and purchases) ... Limited (customers and suppliers) ... None.

What is the difference between primary admin and admin in QuickBooks Online?

Here's the difference between the roles: Primary admin: A primary admin can add/delete users, edit user roles, assign secondary admin roles to users, and transfer the primary admin role to another user. Secondary admin: A secondary admin can add/delete users, edit user roles, and assign secondary admin roles to users.

Can QuickBooks Desktop have more than one administrator?

You can only have one primary admin per company file. If you need to, however, you can add a secondary admin.

How much does it cost to add another user to QuickBooks?

The Complete Guide To QuickBooks Desktop PricingAdd-OnsPro PricePremier PriceAdditional Users$200 per user$300 per userTech SupportIncludedIncludedLive Bank Feeds$10-$15/month$10-$15/monthAutomatic Data BackupsIncludedIncluded6 more rows

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.

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.

Option 1: Move or Install QuickBooks to another computer

We’ve made it easy for you to move or reinstall your QuickBooks to another computer. If you prefer to install QuickBooks on your home computer versus the office, check out these helpful resources.

Option 2: Set up or open a company file from a remote server

To access your QuickBooks Desktop product and data file stored at a different location, you’ll need a hosting service. 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.

Option 3: Set up or open a company file from a remote computer

To access your QuickBooks Desktop data file stored at a different location, you’ll need a designated client computer. You can install your QuickBooks product on more than one computer (home and office) but only one computer can access the data file (s) at one time.

Option 4: Switch your QuickBooks Desktop to QuickBooks Online

You can make a switch to QuickBooks Online. You’ll be able to access your data file from any device with internet access.

What are the benefits of remote access to QuickBooks?

Benefits of QuickBooks Remote Access 1 Saves the time of travel and cost of office infrastructure for accountants 2 Accounting professionals can have up-to-date access to QuickBooks all the time, even when they are not at the office 3 Different users can collaborate on the same QuickBooks file 4 Business owners or managers can track the activities of the accountants

What is QuickBooks Online?

QuickBooks Online is a solution from Intuit that works entirely on the cloud. You can access it from any internet connecting device anytime and start working on your accounting tasks. The number of users who collaborate over it at a time will depend on the plan that you choose.

How long is QuickBooks hosting free?

Try QuickBooks Hosting for Free for 10 days to get a first-hand experience. QuickBooks Online – For professionals and businesses that require remote access to QuickBooks frequently, but the need for QuickBooks features are not intense.

How much of the accounting market is QuickBooks?

For these reasons, QuickBooks commands more than 80% of the accounting market for small and mid-sized businesses in the USA. Even with so many excellencies, there are certain things that one can find lacking with QuickBooks. One of those can be accessing QuickBooks files remotely.

Does QuickBooks Online have a virus protection?

QuickBooks Online also safeguards data from unauthorized users, viruses and malware attacks, accidental data loss, etc., by offering various security measures and storing data in remote servers. However, a serious concern with the service is that it does not offer all the features of QuickBooks Desktop.

Does QuickBooks Desktop have to be hosted?

Intuit allows authorized hosting of QuickBooks Desktop software on third-party servers. QuickBooks, installed on the server of hosting providers, can be accessed by the authenticated users from anywhere over the internet.

Can I use QuickBooks all the time?

Accounting professionals can have up-to-date access to QuickBooks all the time, even when they are not at the office. Different users can collaborate on the same QuickBooks file. Business owners or managers can track the activities of the accountants.

What does hosting mean?

Hosting is another term for in the cloud. Your QuickBooks software and data is stored (hosted) on an enterprise-level web server at a secure facility. Then you can access them over a secure internet connection from anywhere or any device rather than using your local network.

How safe is my hosted data?

We offer our hosting service through Right Networks. They are one of the leading providers of enterprise-level hosting and have IT professionals that continuously monitor the system and handle all updates and upgrades.

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

With your apps and data hosted, you can connect anytime from anywhere. 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.

How long does it take to learn?

If you're familiar with QuickBooks Desktop, no time at all. QuickBooks Desktop with Hosting has the same look and feel. If you're new to QuickBooks, we offer multiple ways to get up-to-speed fast.

How does the speed compare to running it on my PC?

You'll need a good-quality, fast internet connection. While experiences may vary, some customers notice faster speeds and functionality after switching. If you’re increasing the number of QuickBooks Desktop users, using a hosted version will allow you to do so without losing performance.

What's the difference between QuickBooks Online and QuickBooks Desktop with Hosting?

QuickBooks Online: This is a browser based version that’s designed for early-stage businesses that don't require advanced features and functionality.

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

They work with QuickBooks Desktop and the Hosting the same way as they do with the desktop version. If you have Microsoft Word and Excel, you can export QuickBooks Desktop reports to Excel. You can export estimates, invoices and statements to Word.

Get to the information you need–when you need it

A: QuickBooks Remote Access is a secure service that allows you to access–and work on–everything on your PC from any other computer with an Internet connection.

Save time and money. Boost client satisfaction

Save travel time and expense with easy, secure access to your clients' QuickBooks files. Access their data in real time and answer their questions fast.

Why do I need a remote hosted server?

A remote hosted server is required if users are not in the same location and need access to a QuickBooks file simultaneously , using multi-user mode. Remote users access the hosted server over the internet so that internet speed can be an issue. One benefit is that remote users do not need a PC, so users with a Mac-only need online access.

How does Qbox work?

How Qbox works. Qbox requires each user to install QuickBooks on their PC. When a user logs out of their copy of the QuickBooks file, Qbox syncs a fresh copy up to their server and out to all remote users, replacing their current copy with an updated version . Remote users are not prevented from accessing their local QuickBooks file for viewing ...

What is a Qbox?

Qbox serves as a warning system when a user tries to access their QuickBooks file, but another user has the “lock.”. It sends a warning that any changes made will be overwritten when the user who is working logs off and syncs. Brilliant!

What is Qbox folder?

Qbox folders also lock other files such as Word and Excel and share images and pdfs . Qbox serves as offsite storage with 20 versions of the data, which is useful for rolling back to a prior backup in the case of file corruption. It’s an i nexpensive way to get offsite backups every day.

Does Qbox sync with Google Drive?

Qbox is the only syncing program on the market that does not sync files continuously. DropBox, Google Drive, OneDrive and other online storage sites sync continuously, which corrupts the data due to hidden files.

Do you need a computer to use remote access?

One benefit is that remote users do not need a PC, so users with a Mac-only need online access. Nor do they need a highspeed machine since the program is not loaded locally. Expect to pay an average of $50 per user/ per month. Hosting additional software may add to this cost.

Can I use QuickBooks Desktop with a LAN?

QuickBooks Desktop can be used in a multi-user environment with Qbox if installed on a LAN – local server network. The first person opening the company file gets the lock. Other users in the same office may work at the same time. The last user logging off releases the lock. Only then can a user at a remote location take the lock and make changes in their copy of the data.

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