QuickBooks, Hosted by Reckon Online – Linking with your client Presented by Cole Atkinson

Session Outline Linking with your client/sharing their company file –What you need –What company file sharing is and the process –Provisioning Navigation –How to do it yourself –Questions

What you need Your own online login –How to get one if you don’t already Your client’s login information Need to be linked with your client Everyone logged out of QuickBooks Hosted

What file sharing is Client’s file hosted directly on Network drive (“The Q: Drive”) File sharing gives you a shortcut to access their section on the network drive for the file(s) they give you permission to do so Security:

Log In using your login informationwww.quickbooksonline.co.nz

The Process Need to be linked with your client Without being linked, it will not enable you to proceed to share the file(s)

The Process Once linked, head to the “My Clients” section to share the file(s) You can also: –Add users to your clients account –Manage existing user details on your clients behalf

Sharing the File Sharing a file –Single user clients: “Sharing the company file” Sharing a file –Multi user clients: “Manage shared folder access”

Before Sharing

After Sharing

Don’t Panic!!

After Sharing Note the location of the old file Manually browse to the new location

Hint – More than one company file in the “Quick List”

Can I remove shared folder access? Delete the shortcut to the shared folder –Not a preferable option as this only removes the visible shortcut to the folder on the users Q: drive, not access altogether Contact and helpdesk can do this for you in the event that you wish to remove access for any

What else quickbooksonline.co.nz can do Sign up users on your clients behalf Add users on your clients behalf Why this is better than clients purchasing themselves Password resets Logging off remote sessions

Questions