Remote-access Guide

quickbooks desktop remote access to server

by Emmanuelle Pollich Published 2 years ago Updated 2 years ago
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How to Access QuickBooks Desktop Remotely

  • 1 Hosted Server:. The first option to access QuickBooks Desktop remotely is to place QuickBooks and the company data...
  • 2 Remote Software:. The second option access QuickBooks Desktop remotely is to dial into the PC running QuickBooks...
  • 3 Qbox: My favorite!. When remote users have the ability to take turns with the QuickBooks...

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.

Full Answer

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.

Can QuickBooks Desktop be accessed remotely?

If you are the network administrator, just setup a VPN either by using a SonicWall Firewall or through the Domain Controller some other router and access the QuickBooks by using the Remote Desktop Connection on a local machine in your client's office. This would be the Safest and the Fastest way to access QuickBooks Remotely.

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 from another computer?

Install the QuickBooks Database Manager on the remote computer

  • Download & Install QuickBooks Desktop on the main computer.
  • From the QuickBooks File menu, select Switch to Multi-user Mode.
  • Select Yes in the Multi-user hosting setup required window. ...
  • Select OK on the Multi-user setup information window.
  • Add the necessary users by going to Company and selecting Users then Set up Users and Roles and then selecting New.

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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.

How do I connect QuickBooks to my server?

You only need to scan them once.On your server computer (the one that hosts your company files), open the Windows Start menu.Type “Database” into the search and open QuickBooks Database Server Manager.Go to the Scan Folders tab. ... Select Browse. ... Select OK when you're finished.When you're ready, select Start Scan.

How do I access QuickBooks company file remotely?

Install the QuickBooks Database Manager on the remote computerDownload & Install QuickBooks Desktop on the main computer.From the QuickBooks File menu, select Switch to Multi-user Mode.Select Yes in the Multi-user hosting setup required window. ... Select OK on the Multi-user setup information window.More items...

Can I access QuickBooks from any computer?

You can access QuickBooks Online (QBO) in any device as long as you have your account credentials and internet connection.

Can you run QuickBooks from a server?

Each separate user must have a valid license to use the QuickBooks software. Authorized users can log in and access the same QuickBooks file if you have installed the QuickBooks Database Server Manager on your server and authorized users to access your QuickBooks company file.

Can QuickBooks be shared on a network?

You can share your QuickBooks Desktop for Windows data with multiple users. Just set up a multi-user network to access your company files from other 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.

How much does QuickBooks remote access cost?

QuickBooks Access ($70.95/month) Full Desktop Access ($99.75/month)

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.

How does QuickBooks POS client connect to server?

To connect to the company data on the Server workstation: Ensure that the Server workstation is (Point of Sale does not have to be running.) Launch Point of Sale on the Client QuickBooks POS searches the network, locates the company data on the Server workstation, and connects automatically.

How do I connect to a database in QuickBooks?

Go to the General tab.Select Use the Company file that's now open in QuickBooks.In the Data Source Name, enter QuickBooks Data.Select Test Connection to QuickBooks. ... When you see Test Connection to QuickBooks Successful, select OK, then select Apply.

How do I add QuickBooks to a workstation?

Install Enterprise on all workstationsClose all running programs, including anti-virus programs.Double-click the file you've just downloaded.Follow the onscreen prompts until you reach Choose Installation Type. ... Select one of the following three options for how you'll install QuickBooks.

How do I update my QuickBooks server?

Update QuickBooks Desktop Enterprise to the latest versionStep 1: Make sure your company file is ready to update. ... Step 2: Install the latest version of Enterprise on the server. ... Step 3: Configure network and server settings. ... Step 4: Install the latest version of Enterprise on all your workstations.

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.

What happens when a user logs out of QuickBooks?

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 and printing reports.

Who should share files with Qbox?

A hosted server does not make sense for my business model. I employ a team of bookkeepers who use QuickBooks Desktop on their laptops. Using Qbox has untethered them from our office. A hosted server may not make sense for nonprofit treasurers or owners using a home computer if they only need to read files or if they can wait until the file is free for work. Qbox is perfect for tax accountants or consultants who need up to date information at their fingertips.

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.

Can remote users access QuickBooks?

Remote users are not prevented from accessing their local QuickBooks file for viewing and printing reports. 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.

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.

Who is Qbox by?

Check out Qbox today! Qbox by CoralTree

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.

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.

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.

Easy-to-use Remote Access for QuickBooks

QuickBooks Gateway includes a host of powerful features for easily enabling secure remote access to QuickBooks from other Apps. Best of all, it's FREE!

CData Drivers & Adapters

All of the CData Software Tools, Drivers, Adapters can seamlessly interact with QuickBooks Gateway. To get started, simply set the URL property / parameter of the Drivers connection string, to the location where QuickBooks Gateway will accept incoming requests.

Download Now And Get Connected

Download the QuickBooks Gateway now to enable remote access to QuickBooks. Do you want to distribute QuickBooks Gateway with your application? Contact us below, and let's talk.

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.

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.

An Overview Of QuickBooks On Remote Desktop Services

Even the RDS technology allows businesses that have multiple users, to share the company files and applications with greater efficiency and way lower costs. If you own an organization that uses QuickBooks Enterprise with RDS, you can allow your authorized users to access the data installed on servers wherever and whenever they need it.

How Remote Desktop Services Benefit The Enterprises?

Are you wondering how RDS enhances the benefits that QuickBooks Enterprise offers? What it does is it maximizes the value of the solution that your software provides. Along with that, it reduced expenses. Below we have mentioned the most important benefits that you may avail by using RDS with QuickBooks Enterprise.

What Are The Alternatives To Remote Desktop Services?

Before you take the decision, it’s essential that you have a look at the other options as well. It might turn out to be an affordable option for your business. You can put your hands on the services of QuickBooks Enterprise Hosting from any reliable cloud hosting provider.

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