GoToMyQB™ installs on a machine that is running QuickBooks desktop - the host machine. Once installed, it will index the customer and transaction data (sensitive information such as bank accounts is not indexed) and will deploy a self-contained website with a built-in search engine. The website can then be accessed by any device that can connect to the host machine.
No. GoToMyQB installs on host machine that runs QuickBooks Desktop. People who want to access that specific instance of Quickbooks will connect to a web page that runs on the host machine which will serve up QuickBooks data from any browser.
GoToMyQB installs with a default administrator username admin and password admin. You can add more users via GoToMyQB Control Panel that installs in your System Tray. Open it by right-clicking the GoToMyQB icon in the System Tray and selecting Manage Users. PLEASE change the default password to your GoToMyQB as soon as possible.
If you are experiencing problems connecting to Quickbooks, try these steps:
When GoToMyQB installs, it will automatically attempt to connect to QuickBooks and ask you to grant permissions (you need to be using QuickBooks as an administrator). Sometimes problems can occur during this step in the process. You can check the status in the GoToMyQB Control Panel. Open it by right-clicking the GoToMyQB icon in the Sytem Tray and selecting the Data Status... item.
If you see an error message, click the Grant GoToMyQB permissions to read QuickBooks data link and follow the instructions.
If the above doesn’t help and you don’t see the problem/resolution in this FAQ, please contact support using the form at the top of the page.
In order to make GoToMyQB accessible from outside your private network, one of two things needs to happen:
Not at this time. GoToMyQB is designed specifically to access and search QuickBooks remotely.