How to Remote Access QuickBooks Desktop

Are you still visiting the computers of your clients to get QuickBooks access? It is time to end this. Stop […]

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Are you still visiting the computers of your clients to get QuickBooks access?

It is time to end this. Stop wasting your time and get remote access to QuickBooks from your clients’ computers rather.

Imagine that all the important data and QuickBooks of your clients are accessible through your computer system or smartphone. Yes, it is true.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Regardless of where you are in this world or what time it is, you can get remote access to the QuickBooks of your clients in seconds. In this article, we will highlight to you how you can get it.

In this article we will talk in detail how to get remote QuickBooks access of clients with ease.

What are the Benefits of Using QuickBooks Remotely?

When you use QuickBooks remotely, you experience a plethora of positive aspects that add value to your business operations.

For those, who are not aware of such benefits of accessing QuickBooks remotely, here are they:

  • Service providers handle cloud servers
  • Allows the users to stay indoors and avoid the impact of the pandemic
  • Business managers can monitor the accountant’s activities
  • Less paper is used or wasted
  • Saves a lot of time, effort, and money along with infrastructure for the accountants
  • Accounting professionals can have updated QuickBooks data access every time. This is possible even such professionals are out of the office
  • Several other users can join forces on the same particular QuickBooks file
  • Reflected changes are real-time

How to Remote Access QuickBooks?

Before beginning with remote access for QuickBooks, first, we need to learn how to set up remote access in QuickBooks.

Remote Access for QuickBooks Set up

Step 1: First, you need to sign up for QuickBooks remote access on the particular Intuit Website.

Step 2: Now launch a web browser on the computer for which you want to access QuickBooks remotely and then sign in to your particular account on the given QuickBooks remote access website.

Step 3: Press set up computer and download the particular remote access tool installation file. Move to the particular downloaded file and then press on it twice.

Step 4: Provide a computer nickname in the particular Nickname field. Now press on Next.

Step 5: Put a checkmark right beside the options to begin every time you sign in to a particular remote session. Such options comprise – Automatically lower screen resolution to match or By-default use full-screen view. There are other options also like Make the computer screen completely blank or disabling the mouse and keyboard of this computer.

Step 6: Put a checkmark beside the applications to use this computer remotely. For a nominal monthly charge, use your QuickBooks account. For a higher monthly payment, use all the files and applications remotely. Press the Next button.

Step 7: Check the particular box for the verification option to use. You can use a particular phone number or add a passcode. Such a passcode option enables you to add the passcode in the particular login page when you use QuickBooks remotely. The particular phone number option needs that the tool connects with you via a call and then notifies you of the specific access code every time.

Step 8: Press the Finish button.

Accessing QuickBooks Remotely

Step 1: First, you need to launch any web browser on your particular remote computer and then sign in to your account on the particular QuickBooks remote access website.

Step 2: Press the box that is right beside the computer that you nicknamed. Now press on Connect in the particular Action column.

Step 3: Give consent to your computer with the phone authentication or the passcode. In case you are using the phone number authentication, add the passcode on the particular phone when the efficient remote tool calls you up and then prompts you about it.

Step 4: Press the Remote access drop-down menu and press End QuickBooks Remote Access Session, when you are done with your particular session.

With the conclusion of this post, we hope that it is crystal clear how to remote access QuickBooks. We have shared almost all relevant information when it comes to remotely access QuickBooks.

However, it is quite normal for most to still have difficulties in accessing QuickBooks remotely. If you are having any queries or are stuck anywhere, you can reach out to our team of QuickBooks professionals.

Our proficient advisors will take care of your problem and offer you the right solution for all the problems that you are facing.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


What are Things one can do with Remote QuickBooks Access?

When you get remote access to QuickBooks, you can finish the regular tasks very conveniently. Here are the tasks that you can do with QuickBooks remote access:

Remotely print 1099 forms, receipts, checks, and other crucial documents from the particular remote computer to your specific printer.
It is possible to give the required training to the clients on how to use specific apps or the best practices available. This is possible since they will witness the same window as you will in real-time when you communicate with them.
Monitor and control other apps along with QuickBooks as if you are doing it sitting in front of it.
Shift crucial files from the computer of clients into your particular computer. This will help you to save data locally.

What are the options to Access QuickBooks Desktop Remotely?

Here are the top two remote access options for QuickBooks that are supported by Intuit for the users. Here are the options:

1. QuickBooks through Remote Access Tool

This is one of the add-ons of QuickBooks provided by Intuit. It enables users to use QuickBooks from other computers. If you use QuickBooks remote access tool then the users get the privilege to print locally and also use the data files. Furthermore, the QuickBooks remote access tool offers security, good integration, and computability. Not to mention, the users can copy documents and folders between local and remote machines.

2. QuickBooks Online

QuickBooks Online functions on the cloud. Users can select different plans based on the different users that wish to work with.

Selecting QuickBooks Online has its own set of benefits like:

Strong support with chat privileges available online.
Very convenient QuickBooks shared access of the information among several users.
No backup necessities. High data security.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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