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 –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?

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 ing Why do s I send out of QuickBooks not appear to come from my address? s I send don’t show in my sent items – why not? How can I get around this?

Logging off 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

Remember, the home page itself does not use implement SSL for security…

Questions