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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.
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QuickBooks, Hosted by Reckon Online – Hints & TipsPresented byCole 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
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
Printer Settings • Go to Form • Print • Options • 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
“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