QuickBooks, Hosted by Reckon Online – Hints & Tips Presented by Cole Atkinson

1. QuickBooks, Hosted by Reckon Online – Hints & TipsPresented byCole Atkinson

2. Session Outline • End User Provisioning (EUP) • Professional Partner Provisioning (PUP) • The Renewals Process • Quick Tips & Hints • User Reminders -Questions-

3. 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

4. What is it and when do I use it?

5. What is it and when do I use it?

6. What is it and when do I use it?

7. What is it and when do I use it?

8. 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

9. 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

10. Quick Tips & Hints

11. Printer Settings • Go to Form • Print • Options • Advanced

12. 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

13. 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?

14. Logging off remote sessions • Needed after an internet disconnection, or if QuickBooks was not properly closed the last time it was used:

15. 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?

16. Active X Control • Tools  Manage Add Ons

17. .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?

18. Online Desktop • Process to ensure when you need to do this, you can do it quickly and efficiently

19. Online Desktop

20. Reminders & Common mistakes

21. “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”

22. 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

23. 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

24. Questions