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QuickBooks 2004

Accountant’s Edition

Chapter 19

 

                                

 

The QuickBooks Premier Accountant Edition 2003 is designed for accounting professionals with multiple QuickBooks clients.  This specialized version offers Remote Access, which lets the accountant work on client files from your home or office, plus much, much more. This Edition is designed for accountants with accounting functionality to help CPAs work with their clients' files. The accountant-specific features include the ability to keep closed periods closed, new condensed reports that allow you to view and edit all journal entries on a single screen, and Remote Access lets you work on client files from your home, office, or on the road via the Internet, without the hassles of exchanging disks or files, or driving to client offices.

 

Key Advantages

 

  • Remote access to clients' QuickBooks files

  • Multiple journal entry view

  • Enhanced closing procedures

  • Condensed reports

  • Reports designed for accountants

  • Improved class tracking

  • Advanced inventory tracking features

  • Enhanced journal entry options

  • Better Integration with ProSeries

 

Compatibility - Be aware that in order to take full advantage of all of the features in Premier: Accountant Edition, your clients need to use one of the QuickBooks 2003 products: QuickBooks Basic, Pro, or Premier 2003.

 

Caution - Also be aware that with Remote Access, your client cannot be working on their file at the time you access it.

 

Remote Access - To use Remote Access you need to have Internet access, a user I.D. and password to your client’s data.  Thereafter, any time you want to access your client's file, simply click the Remote Access button in QuickBooks.  Enter your I.D. and password, and click on "Start Session". QuickBooks generates a Session ID Number.  To set them up, you must direct your client to the QuickBooks Remote Access Web site, have them enter the Session ID number, and you're connected!  Once connected, you can do anything you could do if you had their files on your desktop-update information, run reports, close out periods and password-protect them.  You have all the control with none of the inconvenience of driving to your clients' offices or the risk of working in duplicate data files.

 

Security - Intuit claims that the Remote Access sessions protect your clients’ data with the same security technology used by banks and online trading firms for their online transmissions.  Data is encoded using state-of-the encryption and transmitted over the secure socket layer (SSL) to prevent interception.  You initiate Remote Access sessions, but permission for each session must be granted by your client using their private password, so they’re always in control of access to their data.


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