Remote-access Guide

remote access quickbooks desktop

by Ruby Gorczany 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...
  • Open QuickBooks on the remote computer.. That’s it! You can literally connect in seconds...

Full Answer

How do I access QuickBooks on a remote computer?

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

Can I use RDP with QuickBooks Desktop?

Once you're on the computer, you would have access to the Quickbooks Desktop file that resides there. If it's someone's computer that they need to be on, then any version of RDP likely won't work. As soon as you remote in that computer, the host screen goes black.

Is there a way to host QuickBooks Desktop?

I'd like to add another option, which is QuickBooks Desktop hosting. Make sure to have a hosting service to access your QuickBooks data file stored at a different location. Store all your QuickBooks company file on a service provider's servers to allow users to access QuickBooks securely, and remotely.

Is QuickBooks Desktop Enterprise Remote Desktop Services compliant?

Remote Desktop Services compliant: QuickBooks Desktop Enterprise is Remote Desktop Services compliant. Additional fees may apply. Requires certain hardware, Microsoft Server operating systems, Microsoft Windows Server software licenses, and Remote Desktop Services Server Client Access Licenses, sold separately.

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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 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...

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 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.

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 use my QuickBooks on more than one computer?

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.

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.

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 give permission in QuickBooks?

Here's how.Go to the Company menu, then select Users.Select Intuit Account User Management.From the Users tab, select Add user.Enter the user's email, select a role from Available roles, then select Add.Select Add user.Select OK.

Does QuickBooks work with TeamViewer?

There are lots of ways to access QuickBooks remotely, but the best ways are either: QuickBooks Online (and accept that you get reduced features and a different interface) Remote Access to connect to a computer with QuickBooks on it – think TeamViewer.

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 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 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.

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.

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 a good tool?

For those reasons, Splashtop Business Access is the best tool for tax pros who want to access QuickBooks. The plug and play nature of Splashtop means you can try it for free right now and try out remote access for yourself in minutes.

Is tax season bad?

Tax season is already bad enough, and it’s even worse when you have multiple clients spread out across several locations. There’s nothing more draining than having a mountain of work to get through and wasting precious hours each week driving to your clients’ computers.

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 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.

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.

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.

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.

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.

Does Remotely Accessing QuickBooks Mitigate Security Concerns?

Accounting activities always require a security check as everything around us is becoming digital.

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.

What is the most popular accounting software?

QuickBooks is one of the most popular accounting and finance management software among professionals and businesses. Packed with several features that serve the unique accounting needs of different users, QuickBooks adds more to its value with a simple UI to make accounting easier for even not-so-accounting-savvy users.

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

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.

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.

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.

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 is next day direct deposit in QuickBooks?

Free next-day direct deposit: Available to QuickBooks Desktop Assisted Payroll users. Payroll processed before 5:00 PM PT shall arrive the same business day (excluding weekends and holidays). Requires setup of direct deposit and bank verification. Next-day direct deposit may be subject to eligibility criteria. Deposit delays may vary because of third party delays, risk reviews, or issues beyond Intuit’s control. Direct deposit service is free for W-2 employees with your Payroll subscription. Additional fees apply for 1099 contractors paid by direct deposit. Money movement services: Money movement services, such as direct deposit, are provided by Intuit Payments Inc., a subsidiary of Intuit Inc. For more information about Intuit Payments Inc.’s money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/. Tax penalty guarantee: Intuit assumes responsibility for federal and state payroll filings and payments directly from your account (s) based on the data you supply. As long as the information you provide us is correct and on time, and you have sufficient funds in your account, we’ll file your tax forms and payments accurately and on time or we’ll pay the resulting payroll tax penalties. Guarantee terms and conditions are subject to change at any time without notice. Premium 24/7 Support: Phone and messaging support for Premium level is available 24/7. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. U.S.-based setup assistance: Phone support for Assisted Payroll onboarding & setup assistance is available Monday – Friday 6am to 6pm PST . Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice.

How long does QuickBooks Enterprise last after cancelling?

If you cancel outside of the 60 day money back guarantee period you will have access to QuickBooks Enterprise for the remainder of the 12 month term in which you paid for. Upon expiration of your paid subscription you will no longer have access to the product or any of its connected services.

Why do businesses move to hosted solutions?

It’s an easy transition because it’s far less disruptive to simply move a desktop application to a hosting center. The look and feel of the software is preserved – and that provides comfort to users. In these types of cases, businesses may want to choose hosted apps first, then work their way up to SaaS. Based on where a business is on building internal systems, it’s best to choose the solution that feels right. If you are transitioning from desktop software, hosted solutions are less disruptive.

Is QuickBooks Desktop available in Indiana?

QuickBooks Desktop Assisted Payroll is not available in Indiana or Wyoming. Assisted Payroll requires a supported version of QuickBooks for Windows (sold separately). Active subscription, Internet access, Federal Employer Identification Number (FEIN), and U.S. billing address required. Pricing varies depending on the number of employees. Check stock sold separately. Plus sales tax where applicable. Not compatible with QuickBooks Online editions or QuickBooks for Mac. QuickBooks Pro and Premier support a maximum of 14,500 employees, customers, vendors and other names combined. However, performance may slow when processing payroll files containing more than 250 employees.

How can businesses future proof their infrastructure?

Businesses can future proof by moving infrastructure off-site and handing over the reigns of maintenance and upkeep to larger, more-resource heavy cloud computing companies.

What is cloud storage?

Cloud storage servers are used as a data warehouse. You transfer information to the cloud but don’t run any cloud-based services on your network. This could take the form of web email services or web hosting providers—like Dropbox, Box and Google Docs—which store all website data off-site.

Why is cloud computing important?

Why is cloud computing good for your business? Here are a few things to know about working in the cloud. First, it saves space. And not just on your hard drive. An accountant, for instance, can keep her client tax returns in the cloud rather than in physical boxes in storage. She can in essence render her filing cabinets unnecessary. Second, it improves accessibility . When you’re not anchored to your office for physical documents, you can work and access your data anywhere, anytime. Third, it enables collaboration. When all your data, sales, and customer information is online, multiple members of the team can work together, even when one or all of the team are remote. You aren’t limited to physical location of the office. Fourth, it costs less. When everything is in the cloud, you can save money on paper, ink cartridges, copiers, and repairs. Plus, remote working means less miles logged for in-person collaboration.

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