Accessing the QB server

There are 3 main steps to accessing Building Hope's QB server:

1) Login to CharterAce and whitelist your IP

2) Connect to the server and DUO authentication

3) Opening QuickBooks

1) Login to CharterAce and whitelist your IP

QB Server IP Whitelist

To increase security, we block general access to the QB server. Only computers connecting from IPs that have been "whitelisted" will be able to access the server. To add your computer's address to the whitelist, you will need to log in to CharterAce, everyday, before connecting to the server.

When you log in, your computer’s IP address will automatically be added to the list for a 24-hour period. After 24 hours, you will need to re-log in to CharterAce and re-whitelist your IP.

Look at your CharterAce dashboard for the Remote Server Access card.

Remote Server Access

You have been whitelisted until the date/time shown to use the following server(s):

If you don't see a listing like that, you may need to click the "manage my access" button. Then click the checkboxes and save. You can also click the green "Whitelist Refresh" button.

2) Connect to the server and DUO authentication

You'll need to have the shortcut for the remote server desktop.

You can download the shortcut the first time and keep it on your computer for next time.

If you need the shortcut, look for the "Need a Server Shortcut?" link in the Remote Desktop Access card of your CharterAce dashboard.

 Remote Desktop / Remote App

If you are using a non-Windows device, you may need to install additional software:

• Install the Remote Desktop client

  • OSX: https://apps.apple.com/app/microsoft-remote-desktop/id1295203466?mt=12

  • IOS: https://apps.apple.com/us/app/microsoft-remote-desktop/id714464092

  • Android: https://play.google.com/store/apps/details?id=com.microsoft.rdc.android&hl=en_US

• Once the client is installed, you won’t need to reinstall it.

• Whitelist your IP (above in step 1)

• Open the remote desktop / app shortcut that we've sent you or you downloaded.

• If prompted, you should check the "Clipboard" checkbox. If you're accustomed to printing, you can also check the "Printers" checkbox.

• Log in with your Building Hope credentials: [username]@ext.local & password

• A DUO prompt will hit your phone. Approve the DUO security app prompt

• The QB server desktop will open in a new window on your computer
• Once QB is open, open one of your recent school fies, or find and open a new school file. Use your separate QB credentials to log in to the QB app.

Pro Tip: When you see the pop-up below, you will probably want to check the "Clipboard" box so that you can copy/paste from your computer to QB. Also, if you're accustomed to printing from QB/the server, you should check the "Printers" box as well.

If you need new or updated access to QB, CharterAce, or something else, click here: https://charterace.org/accountform/

If you have questions, please email help@bhope.org

DUO Security App

Building Hope uses the DUO Security app, a friendly and secure way for you to access your applications.

To access the QB server, you will need to set up the DUO Security app. Please look for a separate invitation for this.

Let us know if you don’t receive the invitation or if you have questions while setting it up.

If you need access to CharterAce, click here: https://charterace.org/accountform/

If you have questions, please email help@bhope.org

3) Opening QuickBooks

When you are prompted to open a file, you can click on a file from the "Recently Opened" list. Alternatively, if you do not have any recently-opened files or need to find another school, click the "Open or Restore a Company File" and copy and paste this into the filename area:

\\2026fileserver\

Then find your school, go into that school's folder, and open the .QBW file.

Be sure to click the "open in multi-user mode" checkbox!

QB Pop-Ups

Error when loading?

If you have a pop-up that indicates a loading error, just cancel and try again. Some similar alerts might be like this:

You might encounter additional prompt windows:

When logging into QB please look out for these possible windows or others and you may cancel, decline, etc.

Please do NOT choose to backup or agree to any QB upgrades.