Feb 2, 2019 - Quickbooks remote access allows you to access to email, programs. Are amongst the several benefits that can be availed from this service. Dec 12, 2018 - But, I think their prices for Remote Access is high priced when, I would only be needing to use this kind of service about 1-2 times a month.
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QuickBooks offers the option to not only access your QuickBooks files remotely, but also the other files on your computer. This access requires the QuickBooks Remote Access tool, available for a monthly subscription fee. You can access your QuickBooks files securely from any computer through the remote access Web interface. The remote access tool has the same system requirements as the most current QuickBooks editions except QuickBooks: Pro for Mac, which does not support remote access.
Setting up Remote Access for QuickBooks
1.Sign up for QuickBooks Remote Access on the Intuit website (full link in Resources.)
2.Launch a Web browser on the computer from which you need to access QuickBooks remotely and log into your account on the QuickBooks Remote Access website.
3.Click 'Set up computer,' to download the remote access tool installation file. Navigate to the downloaded file and double-click it.
4.Enter a computer nickname in the 'Nickname' field, and then click 'Next.'
5.Place a check mark next to the options to initiate each time you log into a remote session. The options include: 'Automatically reduce screen resolution to match;' 'Use full-screen view by default;' 'Disable this computer’s keyboard and mouse' and 'Make this computer’s screen blank.'
6.Place a check mark next to the applications to access remotely on this computer. For a minimal monthly fee, access only your QuickBooks accounts. For a slightly higher fee each month, access all of your files and applications remotely. Click the 'Next' button.
7.Check the box for the authentication option to use. Either enter a passcode, or use a phone number. The passcode option allows you to enter the passcode in the login page when you access QuickBooks remotely. The phone number option requires that the tool call you, and then prompt you for the access code each time. Click the 'Finish' button.
Remote Accessing QuickBooks
1.Launch a Web browser on your remote computer and log in to your account on the QuickBooks Remote Access website.
2.Check the box next to the computer nickname you defined, and then click 'Connect' in the Action column.
3.Authorize your computer, using either passcode or phone authentication. If you are using the phone number authentication, enter the passcode on the phone when the remote tool calls you and prompts you for it.
4.Click the Remote Access drop-down menu and click 'End QuickBooks Remote Access Session' when you finish your session.
References (3)
Resources (2)
About the Author
Marissa Robert graduated from Brigham Young University with a degree in English language and literature. She has extensive experience writing marketing campaigns and business handbooks and manuals, as well as doing freelance writing, proofreading and editing. While living in France she translated manuscripts into English. She has published articles on various websites and also periodically maintains two blogs.
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- Hemera Technologies/AbleStock.com/Getty Images
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Robert, Marissa. 'How to Remote Access Quickbooks.' Small Business - Chron.com, http://smallbusiness.chron.com/remote-access-quickbooks-46887.html. Accessed 19 October 2019.
Robert, Marissa. (n.d.). How to Remote Access Quickbooks. Small Business - Chron.com. Retrieved from http://smallbusiness.chron.com/remote-access-quickbooks-46887.html
Robert, Marissa. 'How to Remote Access Quickbooks' accessed October 19, 2019. http://smallbusiness.chron.com/remote-access-quickbooks-46887.html
Note: Depending on which text editor you're pasting into, you might have to add the italics to the site name.
QuickBooks Remote Access Free Service
New with version 2002 and higher there is remote access software included with the Premier version that permits working on the file remotely. The Premier: Accountant Edition expands this capability to include any other product (i.e. Basic, Pro, or Premier) of the same version. This is a remote access feature included in the software. The Premier and industry specific versions of Premier only permit the client to remotely access their own data file. This alternative to transferring files back and forth uses WebEx and the Internet for the technology solution.
QBRA-2002: Company > Business Services Navigator > Access QB Remotely > Sign Up
QBRA-2002: Accountant > Remote Access > Set Up for new users
To begin using the service, the accountant will start a session.
QBRA-2004: Accountant > Remote Access > Start a session
If clients have been entered into WebEx with their name and e-mail address, it is possible to choose from the pull down list. Otherwise, enter the name and e-mail address and click on the invite button. This will send an e-mail to the client with a link they can click on to join the session.
The other alternative is to provide the client the link (or automate the process by having the link on the accountant's web site) then the client can enter their name and the support number provided by the accountant.
Either way works the same. Typically the e-mail is a little easier since the support number is already filled in for the client, however, the link on the web site and verbally providing the number to client works well especially on those slow e-mail days.
The e-mail includes the subject line 'Invitation to Support Session.' And the body of the e-mail is:
You have been invited to join a QuickBooks Remote Access support session.
Please click the link below to begin the session.
Thank you for your business.
WebEx Support
If you need assistance or have questions, please contact WebEx:
Email address: intuitsupport@webex.com
Next, the client will click on the link and join the session. The accountant will see that the client has arrived (i.e. the accountant will see customer status: connected) and then request access to the client's file. The client clicks to permit and the accountant is in. The back and forth takes a couple of minutes but it is still much more efficient than driving to the client's location. Going through the process together on the telephone eliminates most all problems.
At the time of this writing, there was a special offer of the first year free for this service. This free service strictly permits access to a QuickBooks data file for the same version. For any of the upgraded features a monthly fee will apply.