- LINK QUICKBOOKS PRO WITH WEBSITE SOFTWARE
- LINK QUICKBOOKS PRO WITH WEBSITE DOWNLOAD
- LINK QUICKBOOKS PRO WITH WEBSITE WINDOWS
No matter where in the world you are or what time it is, you can remote access QuickBooks on any of your clients’ computers in seconds. Instead, imagine that all of your clients’ QuickBooks and other important data are accessible to you via your own computer, tablet, or even smartphone device. There’s nothing more draining than having a mountain of work to get through and wasting precious hours each week driving to your clients’ computers.įor tax preparers whose clients use the desktop version of QuickBooks, this nightmare is a reality.Īfter all, you’re likely one of the 90% of CPAs who say they average at least 50 hours of work per week during busy season (hopefully you’re not among the 29% who say they work 70 hours or more per week). Tax season is already bad enough, and it’s even worse when you have multiple clients spread out across several locations. This will import the transactions into QuickBooks for you to match or add to your bank register.Still traveling to your clients’ computers to access QuickBooks? Cut down on wasted time and remote access QuickBooks on your clients’ computers instead! Browse to the Downloads folder, select the file you just downloaded and select Open.
LINK QUICKBOOKS PRO WITH WEBSITE DOWNLOAD
Repeat these steps for each account you would like to download into QuickBooks.When QuickBooks confirms that the Web Connect data has been successfully downloaded to QuickBooks, select O.K.You will be asked whether you would like to "Use an existing QuickBooks account" or if you would like to "Create a new QuickBooks account.".If this is your first time downloading with Web Connect for this account, a dialog box will appear stating "You are about to download transactions for the following account." The box will include account information, such as the Account Number and Account Type.
LINK QUICKBOOKS PRO WITH WEBSITE WINDOWS
A Windows dialog may appear that asks whether you would like to Save or Open the file, select Open.For information on supported and retired versions of software, please refer to our retirement guide.
LINK QUICKBOOKS PRO WITH WEBSITE SOFTWARE
Then follow the directions below based on your software type. Choose the QuickBooks (Web Connect) option and click on the Download button.Confirm the From date and the To date of the data you would like to download.To make a change, highlight and delete the date. This is the date range whereby transaction activity is available for download. This will populate a From and To date in the Date Range section. Choose an Account for which you would like to receive transaction activity.This technology automatically launches QuickBooks, downloads account data into your check register, and automatically matches any transaction you have already entered into your register. Wells Fargo is using a technology called Web Connect.