How to set up QuickBooks Desktop to work from home

You’ll be able to access your client’s QuickBooks in seconds. Tax season is already stressful enough, with accountants working an average of 50 to 70+ hours per week, but it’s even worse when you factor in travel time. There’s nothing more draining than having a mountain of work to get through and wasting precious hours driving to your clients’ offices. Many firms have adapted to a more virtual environment to decrease travel time and reduce the tax season workload. If you see yourself rarely doing this, you can use Dropbox to share the file between your computers. You can use Dropbox’s free account as long as your company file doesn’t exceed 2GB.

  • I will be leaving on vacation for a week and would like to access my desktop with my laptop while gone.
  • Remote access to QuickBooks Desktop refers to using the QuickBooks software and its features from a location other than where it is physically installed.
  • Its recurring high demand is undoubtedly growing because of its convenience.
  • Intuit allows authorized hosting of QuickBooks Desktop on third-party servers.
  • Set up computers that’ll access the files for multi-user mode and then set the folder where the company file is stored.

Then from your location you would print the pdf to any printer installed on that device. If you need to access in multiuser mode at the same time, you will need another solution. I’d like to add another option, which is QuickBooks Desktop hosting. As you can see, Fiat Lux – ASIA shared a way to access QuickBooks Desktop remotely by utilizing Chrome Remote Desktop plug-in for free. Ask questions, get answers, and join our large community of QuickBooks users.

Build your business and your knowledge

A multimember LLC is an LLC consisting of more than one member. For this business structure to operate within legal bounds, all members must sign the company’s operating agreement. Apart from this requirement, the process of establishing a multiple-member LLC closely resembles its single-member counterpart. Read our guide to learn how to start an LLC, the different types of LLCs available for you to choose from, and the pros and cons of this business structure. From there, you’ll see who made the changes in your company file and what those changes are.

I’ll make sure you’ll be able to access the QuickBooks Desktop account remotely. Let me share with you some insights about hosting the company files. Terms, conditions, pricing, special features, and service and support options subject to change without notice.

You’re in good company

As you embark on your remote QuickBooks journey, consider your business’s specific needs and resources. Evaluate your business’s size, IT infrastructure, security needs, and budget to make an informed decision. You will need to have a Gmail account on each machine to use Chrome Remote Desktop for free. You also need someone on your computer to hit a button every 15 minutes to maintain the connection.

Using the QuickBooks Remote Access Tool

I would just like to do invoices and maybe run payroll for the one week. If you need to print at your remote location then I would suggest that you first print to pdf. You may have to save the pdf if your remote device does not open pdf to print in a browser window.

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Set up computers that’ll access the files for multi-user mode and then set the folder where the company file is stored. If you see yourself doing this regularly, I would suggest QBox. It is a file-sharing program designed specifically for QB Desktop – $12/month (or $120/yr) and unlimited users. Each user needs a separate email address so if you have QB on your desktop at work/home and you want to use your laptop on vacay, you will need two email addresses. It locks the file when in use so there’s no chance of a conflicted copy and the company has fantastic customer support if you need it. It doubles as a secure cloud backup and you can share your company file with a CPA or bookkeeper if necessary.

Remote Desktop Services (RDS)

Implementing robust security measures is crucial to safeguarding your sensitive data and maintaining the integrity of your financial records. Businesses can set up a VPN to securely connect to their office network and access QuickBooks Desktop installed on an office computer. A Virtual Private Network (VPN) is a secure and encrypted connection that allows you to access a private network, such as your office network, over the Internet. RDS allows users to access QuickBooks Desktop installed on a remote server using Remote Desktop Protocol (RDP).

pricing, and service options subject to change without notice.

It’s also important to note that where’s your tax refund access is completely secure. Intuit recognizes that user safety and cyber security are two very important aspects of QuickBooks. Using QuickBooks remote access, you and your clients collaborate via encrypted connections, device verification, two-step authentication, and two-tier password selections. QuickBooks remote access can be linked with a remote device that has QuickBooks Desktop installed. Once connected, you can easily access, transfer, copy, edit, and move files on local and remote systems.

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