The Desktop App supports QuickBooks sharing on PCs and Macs
QuickBooks file sharing is safe and easy with My Docs Online and the Desktop App. Share any QuickBooks file with colleagues, your accountant, or even yourself when you’re on a different computer. Our file locking technology allows you to open and update QuickBooks directly from your My Docs Online account while keeping the file locked so that no one else can make changes while you’re using the file.
What is a file lock and why is it important when updating QuickBooks? In simple terms a file lock is used to prevent two people from opening and updating the same QuickBooks file at the same time. If that were to happen one person’s updates would wipe out the other’s. That’s a bad situation for any file type but especially bad for something as important as QuickBooks.
The Desktop App File Locking feature supports all PC and Mac desktop versions of QuickBooks.
To use the Desktop App for File Locking for QuickBooks sharing follow the following steps:
- Select the QuickBooks file you have previously uploaded to My Docs Online and click “Lock & Open”
- The file will be locked on the MDO servers, downloaded to your PC or Mac, and opened for editing in QuickBooks
- After you complete your editing Save and Close the QuickBooks file (or close QuickBooks)
- In the Desktop App Click “Save & Unlock” for the file. Your changes will be uploaded to the MDO servers and the file will be unlocked. The date and time for the file will be updated
If you change your mind and need to discard your changes right-click the file and select “Unlock without Saving”.
The Desktop App can handle any type of file
The My Docs Online Desktop App can “Lock & Open” ANY kind of file, including the examples shown in the box on the left. All versions of Windows and Mac OS X are supported, and you use the regular program for that file type on your computer, giving you a familiar, fast and powerful way to edit and update a shared file. When you are done editing the file or document you simply “Save & Unlock” so your colleagues can access it.
What about security?
Access to an account via the Desktop App is secured using a Login ID and password, and SSL encryption is automatic.
How do I get started?
If you don’t have a My Docs Online account, Try it today for FREE and discover why our customers have relied on us since 1999.
Using your existing account or your trial account, get the Desktop App and upload your QuickBooks file.
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