Remote Data Entry

I am a QuickBooks Pro 2007 single user. I do all the accounting for our very small business. I would like to contract out most of the data entry for bills and invoices. I found a person to do this who wants to work from her home. I would not want this person to have access to any financial information in my company file. Is it possible to create a "reduced" version of my company file that she could use and then somehow merge the data she enters back into my "full" company file? If this isn't possible, what would be the best way to accomplish the data entry task? Any help would be appreciated. Gary

Reply to
Gary Sprader
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While I think you might be better off with a remote login (such as logmein.com) or Terminal Server, and a user account that has limited access. You could try a program like "Data Transfer Utility" to do what you suggest,

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Gary

Reply to
Gary E

Or you could take a look at the Importer and Exporter offered by Baystate Consulting at:

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Regards, Karen

Reply to
karen.magno

The clerk would have to access the file remotely and be limited as to what she can see and do by the security features built into QuickBooks. If the security features in Pro 2007 are not flexible enough then upgrading to QuickBooks Enterprise or another program that has more security options is your next viable option.

As far as the export and import programs on the market, great for IT consultants migrating data from one program to another. Their use by some clerk, don't make me laugh. It just isn't going to happen.

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Reply to
Allan Martin

Gary: We provide a web based software InLattice.Net to process QuickBooks invoices, POs and Payments.

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We upload vendor list, payment terms, item list and account list to the we server (kind of your reduced version of QuickBooks) to facilitate the bill entry on the web and to ensure that there are no errors while posting the bills to QuickBooks. User can also create customers invoices on the web and import it to QuickBooks.

If any tweaking is required to support your specific requirements, we may be able to do it at no additional cost to you.

Please contact us at 'inlattice at infonics dot com'

Thanks.

Reply to
InLattice

Although not of help yet - there is a new product/service coming out that would enable web-access to your data file where you or a consultant could setup a custom form on the internet that would enable your remote person to enter all bill, invoices, etc. on the internet and have it automatically drop it into your QB data file...I'm on their beta team as soon as it get released - I'm itching to get my hands on it :) You can look at it at

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Perhaps this'll help you

Reply to
brandon.barons

The web site looks great. I have this one entered in my OneNote QB notebook.

Reply to
Allan Martin

our site is interesting.

What I'm looking for is a way to access my accounting via wireless out in a truck. The crooks at QuickBooks wants $20 a month for this service that should cost NOTHING.

Your site has no pricing, what would something like this cost a small company such as mine? Rich

Reply to
Rich

Certainly for a small insignificant company like yours the price would be nominal.

Reply to
Allan Martin

You can do this with a cell phone data plan and a remote access program like logmein.com

Speed is OK if you are in the fast service area but lousy if you are not.

Reply to
Karl

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