Saving Data to your Mac from the Server

If you want to have access to your Mac desktop and files, follow these instructions.

  1. Open Microsoft Remote Desktop.
  2. Select the connection that you would like to edit.  Screen Shot 2016-09-03 at 1.40.57 PM
  3. Right click on that connection and select Edit or have the connection selected and click on edit at the top of the window.
  4. The connection window will pop up.  Click on Redirection at the top.Screen Shot 2016-09-03 at 1.41.21 PM
  5. Make sure that Enable Folder Redirection is selected.Screen Shot 2016-09-03 at 1.42.19 PM
  6. In the lower left and corner of this window, select the + button.
  7. A window will pop up. In the path field, click on the down arrow button.Screen Shot 2016-09-03 at 1.42.31 PM
  8. Select Browse.Screen Shot 2016-09-03 at 1.42.39 PM
  9. A finder window will pop up.  Click on Desktop on the left hand side. Screen Shot 2016-09-03 at 1.43.19 PM
  10. Click Choose, this will close the window.
  11. Click OK to close the small window.Screen Shot 2016-09-03 at 1.43.37 PM
  12. You should see a path with your desktop in it listed in the window.

Now to check your connection, double click on the server connection that we just edited.  This will connect you to our server.  Once you are logged in, click on the Folder icon next to the Start button.  This opens up a Windows Explorer window.  On the left hand side, you should see a drive – titled Desktop.  If you click that, you should be able to see everything that is currently on your computer’s desktop.

When you are in Quickbooks, you can now save as a PDF or Excel spreadsheet right to your desktop.  When you are prompted to save it to a location, just navigate to the Desktop Drive that we just set up, and you will be able to save it to your Mac.

If you are experiencing trouble setting this up, please email Brianna and she will be able to assist you.

 

New Remote Connection software for Macs

Microsoft came out with a new version of their software for Remote Desktop.
Click HERE to view it.  You will want to download it from the App Store on your Mac.  Once you have it installed on your Mac, this will enable you to connect to our Server, use QuickBooks and print to your local printer.

 

Now that it’s installed, open up Microsoft Remote Desktop (MRD).  It will be in your Applications folder.

 

If you have been using the old version of Microsoft Remote Desktop, the files will work with the new version of Remote Desktop.
To do that, you want to import the file:
1.   With MRD open, go to the menu at the top of your screen and click on File.
2.   Then select Import.
3.   A finder window will pop up, asking you to locate the .rdp file that you have been previously using.  Select the file, and click Open.  You should be able to use the file now.  If you need assistance with creating a new file, please email Brianna and she can make a new one for you and email it to you.

 

If you want to create a new connection in Microsoft Remote Desktop (MRD), follow the steps HERE.

 

The old version of Microsoft Remote Desktop looks like this: Screen Shot 2016-09-03 at 1.31.58 PM
The new version of Microsoft Remote Desktop looks like this:Screen Shot 2016-09-03 at 1.32.04 PM