quickbooks, hosted by reckon online – hints & tips presented by cole atkinson

QuickBooks, Hosted by Reckon Online – Hints & Tips

Presented by

Cole Atkinson

Session Outline

• End User Provisioning (EUP)

• Professional Partner Provisioning (PUP)

• The Renewals Process

• Quick Tips & Hints

• User Reminders

-Questions-

User Provisioning

• Available at www.quickbooksonline.co.nz

– End User Provisioning (EUP)• What your QuickBooks Hosted clients login to

– Professional Partner User Provisioning (PUP)• What you login to

What is it and when do I use it?

What is it and when do I use it?

What is it and when do I use it?

What is it and when do I use it?

EUP/PUP – Manage Your Account

• Sharing Company files

• Password resets

• Update User details

• Subscribe to Reckon SMS update service

• Logging off remote sessions

All of the functions through provisioning are instant

The Renewals Process

• Online accounts are purchased for one year at $299 initially– Renew again for $299 per license after year one– Option to renew monthly for $29.95 per license

• Renew account manually

• Renew account online

Quick Tips & Hints

Printer Settings

1. Go to Form

2. Print

3. Options

4. Advanced

Deleting the print file

• If a user is experiencing a problem with printing in his or her

Reckon Online account, then another thing to do is delete the

print file

• The print file may have become corrupt, and deleting it can

resolve any printing issues

Hints around Emailing

• Why do emails I send out of QuickBooks not appear to come

from my address?

• Emails I send don’t show in my sent items – why not? How

can I get around this?

Logging off remote sessions

• Needed after an internet disconnection, or if QuickBooks was not properly closed the last time it was used:

Active X Control

• What is it?– The Active X control is a Microsoft Terminal Services client

download– Required in order to access the QuickBooks Hosted application

remotely over the internet

• What happens if I don’t have it?

• How do I get it?

Active X Control

• Tools Manage Add Ons

.NET Framework 3.5 SP1

• What is it?– Similar to the Active X control, the .NET Framework is a Microsoft

download– Required to view and print to your local printers

• What happens if I don’t have it?

• How do I get it?

Online Desktop

• Process to ensure when you need to do this, you can do it quickly and efficiently

Online Desktop

Reminders & Common mistakes

“Username or password incorrect”

• Importance of distinguishing between credentials for

QuickBooks Hosted and credentials for the company file

• Correct Username format– Preceding QBI\ (not /)

• Password Reset – “it’s not letting me in”

Logging in

• Ensure all boxes are ticked including

– Drives– Serial Ports– Other PnP devices

• Without doing so, users cannot access any of their local drives

www.quickbooksonline.co.nz

• Remember, the home page itself does not use implement SSL

for security…

https://www.quickbooksonline.co.nz

http://www.quickbooksonline.co.nz

Questions