Preparing your MAC Computer to access QuickBooks Hosted with the Citrix Receiver or Online Plugin

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1 Please Note: While we try to provide you with the solution you need, we can t promise that the information set out below is totally error free or will necessarily resolve any problem you may have. Preparing your MAC Computer to access QuickBooks Hosted with the Citrix Receiver or Online Plugin This guide is for users wishing to access Reckon Online QuickBooks application through a premium account from a MAC computer. Citrix Technology enables devices of one system to access applications on another system which under normal circumstance are incompatible. With Citrix you can connect devices such as MAC computers, ipads, iphones, Android devices and Blackberry to QuickBooks Hosted. You can also use Citrix technology to connect an ordinary Windows PC to QuickBooks Hosted. The first half of this document will outline how to install the Citrix Receiver on a MAC and configure it to access the QuickBooks Hosted Premium service, and the second half will outline how to install the Online Plug-in. Please note that computer, web, receiver and online plug-in technologies are developing technologies and significant changes do occur from time to time. The steps outlined in this document may need to be adjusted by a future update. Changes can occur at any time and without notice. This guide has been prepared with resources available as at 26 April Previous guides have favoured the use of Citrix Online Plug-In on a MAC and the Citrix Receiver for other devices. Citrix now prefers the Citrix Receiver for all devices. Online Plug-ins are still available, but they are listed in the Legacy section and will not be updated. It is possible that future hardware and software updates may render these online plug-ins unusable. QuickBooks Hosted Premium users should only consider the Online Plug-ins if they are still using older machines (MAC OSX 10.6 and earlier) and experience difficulties with the latest Citrix Receiver.

2 Configuring your MAC to access QuickBooks Hosted Premium Account through the Citrix Receiver App Before you attempt to access Reckon Online QuickBooks application you must first download and install the Citrix Receiver App to allow your MAC to communicate with the Reckon Online QuickBooks Premium Server. Go to the Citrix download website at: and click on the Downloads tab to see the main downloads screen. Click on the Citrix receiver option: In the Client Center, click on Mac OS X: 2

3 The Receiver for MAC screen will open. The title line will contain the version date and the Release Date. Click on the Download button for the Receiver: The Citrix Download Manager will open. Click on Download Now. If you have trouble downloading, then select the option Download your file manually and save to a location on your computer. 3

4 The installation file will save into your Downloads directory. Go to this directory and click on CitrixReceiver_11.x.x.dmg file (from 13/4/2012: 11.5.dmg) to start the installation process. Follow the prompts to complete. We suggest that you now move the Citrix Receiver App, which was installed into the Applications folder, to a more convenient place like your Desktop or Dock. Go to Finder and then Applications and click on the Citrix Receiver icon (care: do not confuse it with the Citrix Receiver mount point that appears on the Desktop, which is very similar). Simply drag the icon to either the Desktop or Dock. 4

5 You must now configure the Receiver for use and for QuickBooks Hosted. Launch the Citrix Receiver and you will be taken to the Citrix Receiver website. Click on the Set Up Now button. You will now be asked for an URL. Enter You will be asked for your Domain, Username and Password. Your Domain and Username is in the style qbi\ : Now the configured Citrix Receiver needs to be added to the Applications folder. On the Citrix Receiver screen that has opened, click on the Add button: You will notice that you will have a QBi icon on your Desktop or Dock. This is the Citrix Receiver App fully configured for QuickBooks Hosted. 5

6 To launch the Reckon Online QuickBooks application, just click on this QBi icon, enter your domain, username and password: Reckon Online QuickBooks application will launch and you will see: You are now ready to use QuickBooks Hosted. 6

7 Configuring your MAC to access QuickBooks Hosted Premium Account through the Citrix Online Plugin Users should attempt to access QuickBooks Hosted through the Citrix Receiver. If attempts to install the Receiver fail, or you are unable to access QuickBooks Hosted with the Receiver, then proceed to install the Online Plug-in. Firstly, if you have installed the Citrix Receiver you will need to uninstall it. 1. In the Applications folder, click on Uninstall Citrix Receiver.app: 2. To the warning Uninstall Citrix Receiver.app is an application downloaded from the Internet, click Open, and then on the next screen click Continue; 3. Enter your username and password for this computer and click OK, and then Finish. 4. You will still have the Citrix Receiver icon on your Desktop or Dock. Click it and select Eject. The icon will now disappear. 5. Go to your Downloads file, click on the downloaded file CitrixReceiver11.x.x.dmg and select Move to Trash. Now download and install the Citrix Online Plugin. Go to the Citrix download website at: and click on the Downloads tab to see the main downloads screen. Click on the XenApp client option: 7

8 On the Find all the down loads you need fast screen, click the dropdown arrow in the Select Download Category (optional) box and select Legacy Clients: The bottom of the screen will then change. 8

9 Click on the Receiver for MAC 11.2 (Online Plug-In) On the Receiver for Mac 11.2 (Online Plug-in) screen, click on the Download button for Citrix Online plug-in for Mac - Web 9

10 The Citrix Download Manager will open. Click on Download Now. If you have trouble downloading, then select the option Download your file manually and save to a location on your computer. You may encounter the error as a Java Applet tries to load. This will be due to Java being blocked by the system or security software. Check all your security systems and ensure Java is not blocked. You will also need to go to your MAC s security folder: System Preferences > Personal > Security and ensure the following configuration: Go back and download the application again, using the Download your file manually method. 10

11 The installation file will save into your Downloads directory. Go to this directory and click on CitrixOnlinePlug-in_web_11.2.dmg file to start the installation process. Click on Install Citrix Online Plug-in.pkg and follow the prompts to install. When complete, you can proceed to the Reckon Online QuickBooks application from the web page: In Select your product, choose QuickBooks Hosted (Premium), then enter your user name (qbi\ ) and password (xxxxxx) and click Login. 11

12 The QuickBooks Hosted entry page will open. You will see at the top a message that an appropriate client is available on this computer. If you see more than one logo, click on the version you wish to use. The QuickBooks Hosted application will open. You are now ready to use QuickBooks Hosted. 12