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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

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

 

Important Notice: Effective January 1, 2014, free trials of QuickBooks Remote Access will no longer be available; however, you will still be able to sign up for the paid service by selecting the "Sign up for QuickBooks Remote Access" link below.

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

Intuit and Cisco will close down the QuickBooks Remote Access service on January 31, 2015. New subscriptions and changes to existing subscriptions may be made until December 31, 2014, with support being provided 30 days past your December billing date. All service and technical support will end on January 31, 2015. 

If these steps do 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.

 

KB ID# HOW12618
12/20/2014 8:01:38 PM
QYPPRDQBKSWS05 9102 Pro 2013 1c44c3