Remote-access Guide

how to use remote access quickbooks

by Leanna Reilly Published 2 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 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 QuickBooks be accessed remotely?

quickbooks support remote access functionality, because quickbooks is installed on the server by providing the host, it can be accessed by the authenticated user from anywhere and anytime. After using quickbooks remotely, you will get these benefits: You can easily print documents from your remote PC to local printers.

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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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.

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Is there a way to access QuickBooks 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.

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...•

How can I access my QuickBooks from another computer?

Once turned on, please follow these steps:Go to your server computer (a computer where you store your company file).Click the Start menu, and then type Database.Select QuickBooks Database Server Manager.If you can't see your folder location, click Browse, and then choose your company file.Click OK.More items...•

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 access remote desktop connection?

On your local Windows PC: In the search box on the taskbar, type Remote Desktop Connection, and then select Remote Desktop Connection. In Remote Desktop Connection, type the name of the PC you want to connect to (from Step 1), and then select Connect.

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.

Can you access QuickBooks Online from multiple computers?

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.

Can I log into QuickBooks on multiple devices?

With the software installed and verified, open the file locally on the original computer. Go to “File,” and click on the “Switch To Multi-User Mode” option. From here, share the local file location to the other stations, so users can log in. With separate log-ins, all edits performed will be visible by the other users.

Can QuickBooks be used on multiple computers?

Yes, the multi-user mode in QuickBooks Pro 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. The standard QuickBooks Pro license lets you install the product on up to 3 computers.

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.

What is the difference between QuickBooks Online and desktop?

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

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.

Can I log into 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.

Can you log into QuickBooks Desktop 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. The number of users who collaborate over it will depend on the plan you choose.

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.

Why is QuickBooks Online crashing?

Some users also reported crashes while working with QuickBooks Online, which could be due to network connectivity and system configuration.

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.

Is QuickBooks Online encrypted?

The encryption level with QuickBooks Online and QuickBooks Remote Access tool is more or less the same. However, if you are going with other remote access tools, then the security concerns will rely on the abilities of that tool too. So, opt for the recognized solution and stay safe.

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.

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.

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 happens if you use a VPN on QuickBooks?

If you attempt to work with QuickBooks over a VPN line, you will corrupt your data file. It may not happen immediately, but it will happen.

How fast is QuickBooks?

A common mistake is to install the client (QuickBooks) on a laptop then create a connection via VPN to the server at the business. A VPN upload (data from Server to Remote) is between 5-85mbps (megabits per second) and download speeds can be 50-100mbsp. QuickBooks needs to communicate with the server at a rate of 90mbps on a continuous sharing up and down or faster. Most Local Area Network systems communicate at 100mbsp or faster—up into the gigabit speeds.

Is a VPN good for QuickBooks?

Most VPNs are good for moving data files (Word, Excel, PDF, etc.) but they are not fast enough for live database applications like QuickBooks.

Is QuickBooks a trademark?

Intuit® and QuickBooks® are registered trademarks of Intuit Inc. used with permission under the QuickBooks Solution Provider Program.

Install the QuickBooks Database Manager on the remote computer

The QuickBooks Database Server Manager is a utility that allows you to configure the QuickBooks Server for multi-user access.

Optional: Turn Network Discovery On and Password Protected Sharing Off

The server needs to have Network Discovery turned on and is visible to try opening the file using a UNC path. In addition, Windows will ask for a network password if Password Protected Sharing is turned on. If this happens, you can either log in using the network password or turn off the feature.

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