How to remote access QuickBooks

Accountant working on a laptop from her home living room scattered with toys using QuickBooks remote access to get taxes done


It’s tax time. No one has to tell an accountant or CPA how stressful this time of year can be. Just getting your client’s data can be a formidable task—especially if their receipts or information isn’t well organized, or they’re simply too busy or unavailable, causing you to chase them down to get the information you need.

Today, QuickBooks has about 26.56 million businesses using their software; QuickBooks Online has 5.3 million users worldwide. While the software facilitates information-gathering, consider how much easier your job would be if you could remotely access your client’s financial documents for review, discussion and ultimately, for input into the appropriate tax forms.

Pays off for you and your clients.

Remote desktop access software affords both you and your clients many benefits. To start, you have more flexibility. You can access your client’s computer at any time—without disturbing them during their work hours. Within minutes, you have secure screen sharing for sensitive, or any, data, without your client having to hand over their QuickBooks credentials.

Can’t connect with your client because they’re just too busy? No worries—you can get the information you need, whenever you need it, around the clock. And you don’t have to make in-person visits, which cuts down on travel time and the high cost of gas, and lets you work with multiple clients at one time—all from the comfort of your home. But how do you remotely access QuickBooks?

Four ways to remotely access QuickBooks. And one is free.

There are two versions of QuickBooks Remote Access—QuickBooks Access and Full Desktop Access. However, QuickBooks is purpose-built for accounting functionality, not remote access.

There are other options for remote access to QuickBooks on the market today that are purpose-built for remote access from a proven, longstanding software provider trusted for remote access functionality, reliability, and security. GoTo, a leading provider of SaaS and cloud-based remote work tools for collaboration and IT management, offers two remote access solutions.

GoToMyPC lets you connect office files, data and applications on the go with award-winning remote desktop software, at a fraction of the cost of QuickBooks Remote Access. And you can use it for more than just accessing QuickBooks, maximizing the value you can get from it. For example, you can use it for other areas of your business or to remotely access your personal computer when you need to access a file or system on the go. You can also add and delete computers, so you when you are finished assisting one client for tax season, you can help someone else.

GoTo Resolve also offers remote access software, and it’s free for up to 5 devices with additional pricing tiers to choose from based on your needs. GoTo Resolve is built with industry-leading, government-approved security protocols that include zero trust security, identity-based access control.

How to use GoTo remote access software

To use GoToMyPC or GoTo Resolve:

  • Sign into your account.
  • Find the computer you want to access in your list of installed devices.
  • Click Connect.
  • Enter your Access Code or Signature Key, and you’re in.
  • When you’re done, simply end the session.

Bottom line—remote access clearly works in an accountant’s favor by facilitating secure access to client data, especially during tax season. And with such features as zero trust architecture, it helps clients rest easy. Check out GoTo’s remote access solutions.

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