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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. - PowerPoint PPT Presentation
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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 www.quickbooksonline.co.nz
– 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?
What is it and when do I use it?
What is it and when do I use it?
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 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?
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
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
Questions
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