Accessing the QB server

1) Connect to the Server & QB

QB Server IP Whitelist

To increase security, we are blocking 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 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-login to CharterAce and re-whitelist your IP.

If you are using a non-Windows device:

• 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; open the links below in that installed client

• Go to: https://terminal.bhope.org/RDweb

• Log in with your Building Hope credentials (@ext.local) and DUO security app

• Click “QuickBooks Enterprise Solutions”

• Open the downloaded file

  • Pro Tip: Save that file after you download it to your desktop, and next time you can use it directly and skip the steps above.

• QuickBooks will open in a new window on your computer

• Open the provided secure Remote Desktop shortcut

• Click “Connect”

• Log in with your credentials and DUO security 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 have questions, please email help@bhope.org

2) Using 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:

\\bh-fs\

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

• All QuickBooks files are stored on the Q Drive on the server (only Building Hope staff can access them directly)

• All client-related files are stored on the F Drive on the server (only Building Hope staff can access them directly)

• Clients who access their own QB files will have a drive mapped to their folder (starting with T:)

• Clients who access their own stored files will have a drive mapped to their folder (starting with H:)

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.