Remote-access Guide

remote access to quickbooks desktop

by Carlee Kovacek Published 2 years ago Updated 1 year ago
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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.

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 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.

Can I use QuickBooks Desktop on more than one computer?

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 do I share my QuickBooks Desktop file on network?

Set up folder sharingLocate and right-click the folder you want to share. Then select Properties.On the Sharing tab, select Share this folder. ... Go to the Security tab or select Permissions to set permissions for each user who will access your folder.Select Apply and OK.

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.

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.

Is QuickBooks phasing out desktop?

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.

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.

How do I use QuickBooks Desktop 2021 on two computers?

Desktop Pro 2021 on two computersIntuit Data Protect runs on Windows computers. ... Install Intuit Data Protect on the computer that hosts your company file.Make sure the computer doesn't go into hibernation mode.The computer needs to stay signed in as the Windows user you use to set up Intuit Data Protect.

Can you share QuickBooks between Mac and PC?

Quickbooks for Windows and Mac require a separate installation package for each operating system. You can convert your company file to a Mac-compatible version to transfer basic transaction, customer, employee and vendor data.

Where is my QuickBooks company file stored?

Note: The default location for a QuickBooks Desktop company files is: C:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files, For Sage it is C:\ProgramData\Sage\Accounts\, from either of these locations you should be able to choose the version/year of the application your file is using.

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 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.

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.

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.

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.

Is there a demand for remote access to QuickBooks?

It has a simple UI that is easy to work with even for users with minimal computer knowledge. Having said that, there is an increasing growing necessity to share QuickBooks files over the internet. Consequently, there is a demand for QuickBooks remote access. Here’s a quick low-down on the relevant facts about remote access to QuickBooks.

Is QuickBooks Online a lite version?

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.

What port do I use for RDP?

If you do set-up RDP, just make sure that the host computer opens up a different port than 3389, as that is the one most people use for RDP and port sniffers know that. Use an odd port number that is not normally used for anything else, and make sure the host computer has an extremely strong Windows user password.

Can I use RDP without VPN?

That can be accomplished a number of ways, but you may need technical help to do it. If you are on Windows Pro version, you can use the built-in RDP (Remote Desktop Protocol), but without a VPN (Virtual Private Network) set-up to run the RDP through, security can be a concern.

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.

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