Remote Access with QuickBooks Premier
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How does the remote access work in QuickBooks
Premier?
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Overview
Permission Based Remote Access-
available with Premier Basic
Unattended Remote Access - available with
accountant basic (1 Computer) & Platinum
service (up to 5 )
How to set-up
When both CPA and Business use Webex
Remote access service
Technical Support
Other
remote access products:
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Working With Remote Access in QuickBooks Premier:
Leave the PC on in your office with a persistent hi speed
Internet connection. QuickBooks Premier versions have an unattended remote access
feature that allows you working access to the company data file from a
remote PC with DSL, cable or other high speed connection. This remote access is
free for the first 12 months and for a monthly fee thereafter. For
information about the security of your data, see
Remote access
security features.
Once QuickBooks Premier software is installed on the
computer you will be accessing, and, you have signed up for the
service, you will have the ability to remotely access from any web browser
on any computer in the world (which has high speed internet connection).
QuickBooks software is only necessary on the computer that you wish to
access. So, while at your home, your friends home, on vacation, at the
library or anywhere, you can get access to the computer with QuickBooks
Lets take an example of a 5 computer office interested
in remote access. The QuickBooks remote access FREE service allows
ONE of
the five office computers to be accessed using the remote access service. The FREE remote service allows
anyone with the passwords (there are 3) to gain a working access to your QuickBooks accounting data.
How to do it: The
computer that has QuickBooks installed must be on. But the
QuickBooks software does not need to be opened (running) on the office computer. Just
set a security password on the selected computer’s screensaver and no one
walking by can gain access to or see sensitive company data.
An employee, owner, or accountant
in a remote location will visit
http://qb.webex.com
and enters the
password to his remote access account. Next he enters the password to access the
office computer and finally enters the QuickBook
company data file password. Now he can begin to work
remotely. The
screen on the monitor at the office will become blank so no one can see the
activity. All of his
transactions are saved on the data file that resides in the office (either
on the designated computer or on the server depending on the hardware
and software configuration). Both computers (office and remote) must be hooked up to high speed internet
connection. The FREE service
limits remote printing. All print jobs are sent to the office networked
printers.
You may wonder how the Remote Access knows which computer in the
office to log into. Each office computer must install a WebEx download that will give
that computer a unique identifier.
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Remote access - Permission based access
(available with platinum service)
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An example may make it
easier for you to visualize how remote
access works:
The
players and their computers:
- Linda- the CPA
- Gene - the business owner
- Nicole - Gene's bookkeeper
Linda has purchased the platinum remote access
service plan.
She has two choices to access her client's computer.
The platinum remote access service permits both "permission based" access
or "unattended remote access":
The permission based access works as follows:
- Linda can access Nicole's computer and work on
QuickBooks when Nicole is there to give her permission. Linda sends Nicole an
e-mail invitation to "join a remote session" from the the
website,
http://qb.webex.com (this same site is accessible through
the menus in QuickBooks). Nicole must respond with her
permission (webex will download a temporary access agent into Nicole's
computer) then Linda will be granted
remote access to
QuickBooks.
or instead of hooking up with an e-mail,
.
-
Linda can click on "start a session" in
the left navigation bar (after log in) which generates a session number.
She can Instruct Nicole to go to URL:
https://qb.webex.com/ click on join a session in the upper right
corner and enter the session
number . It will then take from
60 seconds to 3 minutes (webex agent is installed on Nicoles computer)
for Linda's computer to receive notification of a live connection. Once the connection is validated,
the navigation on Linda's computer in the left margin (previously greyed
out) becomes available and Linda will make a selection to request access to the
Nicole's entire computer or remote access for just QuickBooks on Nicole's
computer. Once Linda makes a choice, Nicole has one more step, which is to approve the
connection by clicking OK in the dialog box that will pop up.
- Now that Linda has access to Nicole's computer,
Nicole will need to find something else to do during this period Linda has
access , or, she can watch what Linda is doing. Both Linda and
Nicole cannot have simultaneous control over the same computer.
Linda and Nicole can pass control of the mouse between each other and
Nicole has the capability to end the remote access session at anytime.
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Unattended Remote Access |
The
players and their computers:
- Linda- the CPA
- Gene - the business owner
- Nicole - Gene's bookkeeper
If Linda would like
to have remote access to Nicole's computer
during the evening or whenever Nicole is
not in the office (or Nicole may want to
access her computer when she wants to
work from home), Nicole can get
authorization from Gene to install software "access
anywhere agent" that will allow Linda
access to Nicole's computer without
Nicole's permission.
Nicole, can still retain control over the timing
of remote access by turning on and
turning off the access anywhere agent
from her computer in the office. Nicole
can also change the access passwords if a
change in staff or consultants occurs. Linda will
telephone Nicole to make sure that Nicole's computer is
left on and logged into the access agent.
- To set-up
Nicole's computer with "unattended access anywhere agent",
Linda will install this agent the next time she is in Nicole's office.
If it is not possible for Linda to go onsite to Nicole's office, Nicole
can install the "access anywhere agent" herself if given Linda's e-mail and
password information. Nicole, from her computer, will go to the website
qb.webex.com.
enter Linda's email address and password. If Linda would like to
keep her password confidential, Linda can change the password during
Nicole's access, and then change the password back after the install is
complete. From
qb.webex.com Nicole will download the
manual installer (access agent).
Next Nicole will be asked to click on set up computer. The wizard
(see pics below ) will take her through the rest. And Linda can now get access to Nicole's
computer when Nicole is not using it. If Linda prefers, next time
she is in Nicole's office, she can perform the setup herself.
Options above are
very helpful. Check "disable this
computers keyboard & mouse and make
this computer screen blank if you do
not want anyone viewing sensitive
financial data in the office when
working away from the office.
Options below make
increase security by limiting the
remote access to only one or a few
software applications.
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When both you and your
accountant have a
remote access account |
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Gene, the owner, sees the terrific benefits of Linda gets from
using remote access and makes the decision to purchase the Gold Plan so that
Nicole or Gene may access Nicole's computer in the evening to review
daily accounting and productivity reports within QuickBooks.
Note: One computer may only be installed on one
webex access anywhere account. Therefore:
- Linda must first remove Nicole's computer from Linda's
account (combination of email and password) before Gene can setup Nicole's
computer on the company account. One computer cannot be registered
under more than one account.
- Linda will now need to use Gene's e-mail and
password to
access Nicole's computer. Linda will also need to use
https:// qb.webex.com to start a remote
access session. Linda does not need to download the manual installer (access anywhere
agent). This agent software is the same software that is downloaded from
the
https//:qb.webex.com server
- If Gene also wants his computer set up for remote
access as well, he must purchase the platinum plan and follow the same setup
steps. Linda, of course will still access to Nicole's computer
using Gene's webex account, but Linda only has the password to Nicole's
computer, not to Gene's leaving security intact.
- Seem a bit complicated? Its not, it gets tricky
when both the accountant and client have a webex account but technical support for remote access
( WebEx- 916-463-8207) is very good and can help you with all your
questions.
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How to set-up your computer with
QuickBooks remote access
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Click here for:
Step by step guide on set-up of
QuickBooks remote access |
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Trouble using QuickBooks
remote
access? |
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Read more:
Remote access tips
Remote access support:
By Web:
https://qb.webex.com/qb/support/index.php
By Telephone : 916-463-8207
Webex remote access support
916-463-8207 |
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QuickBooks Remote
Access - Anywhere, anytime access |
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To getting started with remote access:
http://quickbooks.intuit.com/product/add_ons/remote_access.jsp
Remote access from any computer :
https://qb.webex.com. (Accountants edition
access) From $29.95/month
https://qb.webex.com. (all other QuickBook Premier Editions )
3.95/month (QB only access)
Other remote access products including how to achieve
remote access with QuickBooks Pro:
Other
remote access products:
QuickBooks Help Home
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