Accessing Web-Based Accounting Software via Citrix Workspace: A Guide – Mowery & Schoenfeld

Prerequisites for Accessing Web-Based Accounting Software

Before you begin, ensure you have:

To access web-based accounting software, you'll need to install Citrix Workspace:

1. Check if Citrix Workspace is installed on your computer.

2. If not installed, download Citrix Workspace from the official website.

3. Follow the installation prompts to complete the setup.

Once Citrix Workspace is installed, follow these steps to access your accounting software:

1. Navigate to the accounting software's website.

2. Locate and select the link to download the Workspace launcher.

3. Click the downloaded launcher to open Citrix Workspace. This will grant you access to the software portal.

When facing login issues:

1. Double-check your login credentials for accuracy.

2. Determine if you need to set up the software as a new device or profile.

3. Ensure you have the correct version of the software installed.

4. If problems persist, contact your IT support team for assistance.

5. In some cases, a fresh setup or reinstallation may resolve access problems.

To obtain access to QuickBooks Online:

1. Contact your organization's designated administrator or account manager.

2. Wait for an email invitation to set up your account.

3. Follow the setup instructions in the invitation email.

4. Confirm with the administrator which specific client or company file you need access to.

If you're having trouble accessing QuickBooks Desktop on a shared server:

1. Use the QuickBooks Database Server Manager to scan the QuickBooks folder (typically located in C:\WinCSI\QuickBooks).

2. Ensure all users have closed the QuickBooks application before initiating the scan.

3. After the scan completes, attempt to log in again. This process can help resolve file access and database connectivity issues.