Quickbooks Remote Access Setup

Set Windows access permissions to share company files

Set access permissions to share your QuickBooks company files in Windows 7, Vista, and XP.

Detailed instructions

Windows 7 and Vista

1. Locate and select the folder containing your QuickBooks company file.
2. Right-click the folder and choose Properties.
3. Click the Sharing tab, click the Share button.
4. In the File Sharing window, enter the name you want to add or use the drop-down arrow to select the user and click Add.

QBDataServiceUser also needs access

5. In the Permission Level column, select the Read drop-down arrow and select Read/Write.
6. Click Share.
7. Click the Security tab
8. Click the Edit button for the Group or user names section.
9. Click QBDataServiceUserXX.
10. In the Permissions for QBDataServiceUserXX section , select the Full Control checkbox in the Allow column and click OK.

Mapping a network drive in Windows 7 or Vista:

1. Click the Windows Start button and select Computer.
2. Click the Map network drive button at the top right of the window.
3. Click the Drive button and select letter you wish to use for this connection, and then click the Browse button and locate the folder containing the data file.
4. Select this folder and click OK.
5. Click Finish.

Install QuickBooks Pro or Premier 2011

This article guides you through the installation of QuickBooks Pro or Premier 2011.

If you do not have your installation CD, you can download the QuickBooks installation files.

We have more information available if you are looking to Install multiple QuickBooks versions on one computer or if you are Installing the QuickBooks Database Server.

Detailed instructions

1. Start the Installation Wizard:

• From a CD: Insert the QuickBooks CD into the CD or DVD drive.

If the installation does not start automatically:

• From a download: Double-click the downloaded installation file (.exe extension).

  Note: If you don't already have the file, you can download it now.

2. Click Next to begin the installation.

3. Read the Software License Agreement. If you agree, select I accept the terms in the license agreement, and click Next.

4. Select the type of installation for this computer:
   1. Choose Express if you want to allow the installer to make the recommended choices for you. Then proceed to step 5.
   2. Choose Custom and Network options if you will use QuickBooks to share data with other users at the same time on a network

5. Enter the License and Product numbers in the appropriate fields.

Note: These numbers appear on the yellow sticker that comes with your product or an email if you purchase the download. If you have previously registered your product, click the link at the bottom of the screen, I can't find these numbers, to go online and enter your contact information. Click the Submit button to search our system. 

6. Click Install to continue, or click Back if you need to go back and review any of the previous screens.

QuickBooks will display the following message when the installation has completed:

 

7. By default, the checkboxes Open QuickBooks and Help me get started will be selected. Modify these options if you like, then click Finish.

Set up and use Remote Access in QuickBooks

Note: Remote Access is not available for Mac.

The QuickBooks Remote Access Service enables you to work with QuickBooks over the Internet from a remote computer. With remote access, you don't have to take QuickBooks or your company files with you when you need to work away from your office. All you need is a computer with an Internet connection.

If you need to view or change something in a client's file, remote access service allows you to do that without being at the client's place of business or having them send in a disk. You can actually set up a company file on a client's computer and train your client as you work. To use remote access, both you and your client must have an Internet connection.

When you use the remote access service, you send a request to view the client's company file. When the client grants you permission, you can view the client's QuickBooks screen on your own screen. You can work with the client's QuickBooks software and other programs that integrate with QuickBooks, but not programs unrelated to QuickBooks.

During a remote access session, there is no data synchronization with your computer. You are working with your client's QuickBooks software and you have access to all the features and functions of the client's version of QuickBooks, except for the Accountant Edition functionality. If you would like to be able to use Accountant Edition features during a remote access session, suggest that your client upgrade to Accountant Edition.

Detailed instructions

Get pricing information here (Remote Access is included at no charge with QuickBooks Accountant). 

Follow these steps to set up remote access service, depending on what version of QuickBooks you have:

• QuickBooks Accountant access:
  1. From the Accountant menu choose Remote Access.
  2. Follow the onscreen instructions.
• QuickBooks Pro & Premier:
  1. From the File menu, select Remote Access.
  2. Follow the onscreen instructions.
• Web-based login: https://qb.webex.com/qb/account/login.php

For information on how to use Remote Access, go here.

If this solution does not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free or you can contact a technical support agent for additional guidance. Fees may apply.