This post is brought to you in paid partnership with QuickBooks

Cloud access means accounting software runs entirely online, with data stored on remote servers rather than on local computers. Teams log in via a web browser to work collaboratively from a shared dataset in real time. This eliminates version conflicts, removes the need to email files, and ensures everyone sees the same information.

QuickBooks Online also includes role-based permissions, automatic updates, and encryption, making remote collaboration more consistent and secure.

Key takeaways

• Cloud access lets teams work in real time from any location
• Role-based permissions safeguard sensitive financial data
• Automatic updates remove the need for local maintenance

What is cloud access for accounting systems?

Cloud access means the accounting software runs entirely online, with data stored on remote servers managed by the software provider rather than on a single computer or office server. Users log in through a web browser or mobile app and work from a shared dataset that updates in real time.

The provider is responsible for updates, backups, security patches, and infrastructure maintenance. This removes the need for manual file transfers or version management and ensures distributed teams always have access to consistent, up-to-date financial information.

How to set up QuickBooks Online for remote teams

1. Choose the right subscription plan. Select a QuickBooks Online plan that supports the number of users your team requires and includes the features you need.
2. Assign a company administrator. Designate an admin who will manage user accounts, permissions, and connected applications.
3. Create user accounts with appropriate access levels. Add each team member with their own login and assign appropriate role-based permissions that match their responsibilities.
4. Verify browser and device compatibility. Confirm that all users have supported browsers (i.e., Chrome, Firefox, Safari, Edge) and reliable internet connections.
5. Connect bank accounts and integrations. Link bank feeds, payment processors, and commerce platforms so everyone works from the same transaction data.
6. Migrate existing data if needed. Import your chart of accounts, customer and vendor lists, and transaction history if you’re moving from another system.
7. Enable two-step verification. Activate two-factor authentication for all users to add an essential layer of security for remote access.
8. Review and monitor audit logs. Use the built-in Audit Log to track user activity, monitor changes, and maintain oversight across your distributed team.

Permissions Matrix Table

Role-based permissions control what each team member can see and do in QuickBooks Online.

Examples of the role-based permissions of what people can achieve with QuickBooks online

Use case example

A marketing agency with staff located in three cities uses QuickBooks Online to manage finances collaboratively. The bookkeeper in Manchester enters invoices and reconciles transactions. The finance manager in London reviews and approves entries using role-based permissions. The agency owner monitors cash flow via the mobile app while travelling.

Because all data is stored in one cloud-based system, there’s no need to email spreadsheets, wait for file uploads, or work from outdated information. When the bookkeeper updates an invoice, the manager sees the change immediately.

Integration checklist

• Connect bank feeds for automatic transaction imports
• Link payment processors (e.g., PayPal, Stripe, Square) for revenue tracking
• Add e-commerce integrations (e.g., Shopify, WooCommerce, Amazon) if applicable
• Sync expense management and receipt-capture tools
• Verify that imported data maps correctly to your chart of accounts
• Confirm all connected apps use secure authentication protocols
• Schedule regular reviews of integration activity logs and error reports

Best practices and pitfalls

• Assign individual logins to every team member rather than sharing credentials
• Review and update permissions whenever team members change roles or leave
• Enable two-factor authentication for all users handling financial data
• Keep browsers and operating systems updated to maintain security and compatibility
• Train staff on how to use the Audit Log to track changes and identify discrepancies

QuickBooks FAQ

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