How do I use the Remote option for Connecting SAGE Online to QuickBooks on a remote machine?
1. If you have not already done so, download the Remote Connector from sagemember.com and install the Remote Connector on the machine where QuickBooks is installed.
2. Open the company file you want to connect to in QuickBooks using an administrator account in single-user mode.
3. Open the Remote Connector from the system tray and add a user on the Users tab. Enter a User and Password and select the level of access in the Data Access menu.
Note: You will need the URL for the Tools --> Options area within SAGE Online.
4. Open SAGE Online and go to Tools --> Options --> Quickbooks. From here choose Remote as your connection type. Provide the URL(or the Remote Machine's IP Address and port chosen), Username, and Password you setup in Step 3. Then hit Test Setup. When you first connect, a dialog will appear in QuickBooks on the remote machine prompting you to authorize the application. After authorizing the application, you can then execute commands to QuickBooks.
This does not always work due to certain network and security factors within your system.
|Type:||How To||Publish Date:||5/11/2022 3:14:44 PM|
|Applies To:||Online||Last Updated:||5/12/2022 1:12:43 PM|