Remote-access Guide

quickbooks desktop remote access tool

by Loma Zulauf Sr. 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. ...

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.

How does remote user access my QuickBooks?

QuickBooks Online: This is a browser based version that’s designed for early-stage businesses that don't require advanced features and functionality. QuickBooks Desktop Enterprise with Hosting: This is accessed through a remote access app or through Internet Explorer and offers advanced functionality for growing, small-to-mid-sized businesses.It’s designed to manage more complexity and may ...

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

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 you access QuickBooks desktop remotely?

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.

Is QuickBooks remote access still available?

QuickBooks Remote Access is available in two versions: full desktop access for $7.95/month or QuickBooks data access only for $3.95/month.

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.

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.

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 do I share my QuickBooks Desktop with an accountant?

Go to the File menu and hover over Send Company File. Hover over Accountant's Copy and hover over Client Activities. Select Send to Accountant and then Next.

Can my accountant access my QuickBooks?

Signing up is free and allows them access to your QBO company at no cost to you. Your accountant will have access to all of the features available in your version of QBO.

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 do I give my accountant access to QuickBooks?

How do you invite your accountant?Sign in to your QuickBooks Online company.Click on the Gear Icon > Manage Users.Go to the Accounting Firms section.Enter your accountant's email address and first/last name (optional).Click Invite.More items...•

Can multiple people access QuickBooks Desktop?

The multi-user mode in QuickBooks Desktop (QBDT) allows multiple users to install and use the same company file at the same time over a server network.

How do I use QuickBooks over a network?

The setup requires you to adjust settings in QuickBooks Desktop, Windows, and your server.Step 1: Set up QuickBooks Desktop. ... Step 2: Set folder permissions. ... Step 3: Install Database Server Manager. ... Step 5: Set admin rights. ... Step 6: Use Database Server Manager. ... Step 7: Turn on hosting.

What is QuickBooks multi-user mode?

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.

Why is QuickBooks so slow over VPN?

QuickBooks Is Slow On VPN because of memory & latency issues Lots of room for error. Consider the added encryption that a VPN tunnel places on file share traffic. It increases latency - how long a packet takes to reach it's destination and back again.

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.

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.

Can I 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 much is QuickBooks a month?

For just $3.95 a month, access all your QuickBooks data from wherever you are. Or access your entire computer (all files and software programs) for just $7.95 per month-no long-term contract required!

Does QuickBooks require remote access?

A: QuickBooks Remote Access has no special system requirements beyond those that QuickBooks requires. If you have QuickBooks already running on your system, you will be able to install and use the QuickBooks Remote Access features with no additional system changes.

How to access QuickBooks 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 to install QuickBooks Desktop on remote computer?

Here's how: Download & Install QuickBooks Desktop on the main computer. Go to the File menu then choose Switch to Multi-user Mode. Choose Yes in the Multi-user hosting setup required window.

What to do if you have additional questions?

If you have additional questions, don't hesitate to leave a reply.

Does Teamviewer work with QB?

There's no built in feature I know of. Instead use remote access software to log into remote computers where QB is installed. Teamviewer works well, and there are others.

Can I run QBDBMgrN.exe on my desktop?

Choose Yes in the Multi-user hosting setup required window. Note: QuickBooks Desktop installs and runs QBDBMgrN.exe as a background service. This service must be running on the computer storing the company file even if QuickBooks Desktop is not open.

Does QuickBooks have a hosting program?

QuickBooks has its own Intuit Hosting Program. You can check that here: http://www.intuithostingprogram.com/.

Does QB still offer remote access?

I just talked with a QB rep (9/19/2019). He said they still offer remote access hosting for the Desktop versions of QB. It's even more expensive than QB Online-Advanced, but available.

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.

Do I need a version of QuickBooks Desktop?

Thanks for following up, Nancy! I want to make sure you have the information you need going forward. QuickBooks Desktop and QuickBooks Online don't have the ability to read each other's files and be passed back and forth. In light of that, you'll need a version of QuickBooks Desktop in order to work on your client's books from QuickBooks Desktop. I recommend speaking about this with the chat support to learn your options.

Does TeamViewer require RDP?

There are other options that don't require setting up the RDP on both ends; i.e. TeamViewer, SplashTop, LogMeIn, pcAnywhere, GoToMyPc, etc. Some of these are very strict about personal vs. business use, and if they even sniff that you are using it for business, they will kick you off the free version and insist you pay. Chrome has a remote desktop as well, and it's free, so that is another option.

Step 1: Download and install the QuickBooks Tool Hub

The QuickBooks Tool Hub helps fix common errors. For the best experience, we recommend using Tool Hub on Windows 10, 64-bit.

Step 2: Use the tools in the QuickBooks Tool Hub

The hub is a launchpad for the tools you’ll use to fix your issue. Each tab has a set of tools to address different types of problems:

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