Accessing the QB server
If you are using a non-windows device:
-
Install remote desktop client
-
Once the client is installed you won’t need to reinstall it; just open the below links in that installed client
-
Log in with your Building Hope credentials (@ext.local)
-
Click “QuickBooks Enterprise Solutions”
-
Open the downloaded file
-
Pro Tip: Save this
link:file after you download it to your desktop, and next time you can use it directly and skip the steps above.
-
-
Log in with the other credentials you were given.
-
QuickBooks will open in a new window on your computer
-
Open the provided secure Remote Desktop shortcut
-
Click “Connect”
-
Log in with your credentials
-
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:)
Old Instructions are here:
https://sites.google.com/bhope.org/bh-it/quickbooks/accessing-the-qb-server