QuickBooks Remote Access allows users to work on their company file as if they were in the office, with all the same features and functionality as if they were using QuickBooks on their local computer. It is an efficient way to collaborate with team members and access critical business data from anywhere.
What is QuickBooks Remote Access?
QuickBooks Remote Access is a tool that allows users to access their QuickBooks company file from a remote location, such as a home office or on the go. This is useful for users who need to access their company files from multiple locations or for businesses that have employees who work remotely.
To use QuickBooks Remote Access, you must have a valid QuickBooks Desktop license and the latest version of the software installed on both the server and the client computers. The server must also be set up to host the company file, and all client computers must have QuickBooks Remote Access installed.
How to QuickBooks Remote Access?
To use QuickBooks Remote Access, follow these steps:
- Make sure that you have a valid QuickBooks Desktop license and that you are using the latest version of the software.
- Set up your server to host the company file. If you are using a multi-user environment, make sure that hosting is turned on for the server.
- Install QuickBooks Remote Access on the server and all client computers that will be accessing the company file remotely.
- Configure the firewall on the server and all client computers to allow QuickBooks Remote Access through.
- On the server, open QuickBooks and go to the "File" menu. Select "Utilities" and then "Export." Choose a location to save the exported company file and click "Export."
- On the client's computer, open QuickBooks and go to the "File" menu. Select "Utilities" and then "Import." Choose the exported company file and click "Import."
- When the import is complete, you should be able to access the company file from the client's computer using QuickBooks Remote Access.
Note: If you are using QuickBooks 2016 or earlier, QuickBooks Remote Access is not available. Instead, you can use QuickBooks Web Connector to access your company file remotely.
Advantages of QuickBooks Remote Access
- Increased productivity: With QuickBooks Remote Access, users can access their company files from anywhere, at any time. This allows them to work more efficiently and complete tasks faster, even when they are not in the office.
- Enhanced collaboration: QuickBooks Remote Access allows multiple users to access the same company file simultaneously, making it easier to collaborate and share information with team members.
- Greater flexibility: QuickBooks Remote Access allows users to work from any location with an internet connection, giving them greater flexibility and freedom to work from home or on the go.
- Improved security: QuickBooks Remote Access uses secure, encrypted connections to ensure that sensitive business data is protected while it is being accessed remotely.
- Cost savings: With QuickBooks Remote Access, businesses can reduce the need for office space and other overhead costs associated with having employees in a central location. Businesses may save a lot of money as a result of this.