Install and configure GoToMyQB by running the installation wizard and following instructions. GoToMyQB will install the search page and synchronize with your company's QuickBooks file.
Search QuickBooks Customers, Invoices, Receipts and Vendors from one search page. You can also restrict your search to known fields to limit the returned results.
GoToMyQB works with any modern browser on any device. Valuable information is available on-demand whether you are at your desk, in a meeting or at a customer site.
No bank account, private financial data, human resourece or other sensitive data is exposed in the search page. The QuickBooks search data and QuickBooks database remain on the QuickBooks machine.
Once GoToMyQB is installed, anyone you invite can search for information in QuickBooks by accessing a web page. No more wading through QuickBooks screens to find QuickBooks information.
That's right, GoToMyQB is free for personal use. Download GoToMyQB and get started.
GoToMyQB uses a simple search page to access your QuickBooks information. Enter what you’re searching for and GoToMyQB will do the rest.
Search for words or phrases and browse results. GoToMyQB will automatically suggest results as you type.
GoToMyQB searches QuickBooks Customers, Invoices, Sales Receipts and Vendors and displays categorized results. Each category’s results are formatted to show the best preview possible.
Search results give you a summary, but full details are a click away.
Browse each category, sort, and filter results to get to the information you need. Each set of filters is specifically tailored to the type of information. For example, you can list open invoices sorted by balance.
Generate a simple report to share data or take it offline by exporting results and details with a single click.