How to Access Clients and Files - Cloud9
Follow the step-by-step process.
Staff Folder Access
1 Cloud9 Icon
Locate the Cloud9 icon on your desktop and play the video or follow the instructions below:
2 EDashboard Icon
Locate the eDashboard icon on your desktop and click.
3 Click Connect
Click “Connect” in RemoteApp pop-up box.
4 User Name & Password
Enter your eDashboard user name and password and click OK.
5 File Explorer
Click on the “File Explorer” button to the left of the drop down window below the tabs.
6 Cloud Files
Select “Cloud Files (H:)” drive from the drives displayed in the left column
7 000 INTERNAL
From the “H” drive, select the file called “000 INTERNAL”.
8 Staff Working Folders
Select “Staff Working Folders” from the “000 INTERNAL” file folder.
9 Search File
Find the file identified with your name.
10 Access Files
Your files will be displayed. You can use and access your files as if they are resident on your desktop.
11 Leave Folder
To leave this folder click the “X” in the upper right hand corner of the window.
This will return you to the “eDashboard” interface.
This will return you to the “eDashboard” interface.
Accessing Client Files
1 Select Client
Select the client you wish to work with from the drop-down window in the center of the page.
2 Green Folder
Once you have chosen the client you wish to work with, click the green folder with the arrow in the left column.
3 Initiate Application
This will initiate the QuickBooks application.
4 User Name & Password
When prompted, enter your QuickBooks user name and password.
5 Minimize
QuickBooks will open. To make the interface less cluttered, click the box in the top right of the top open window within the application.
6 Navigate
You can then navigate with by using the list of open windows by clicking windows from the task bar and selecting an open window from the list.
7 Home
To open new windows of functionality, just select “Home” and then choose a function from the home page.
8 Log Out
Once you have completed your work in QuickBooks be sure to completely log-out by clicking “File” in the top left and then “Exit” in the drop-down options.
9 Exit
Once you have exited QuickBooks, complete your log-out by selecting “File” in the top left of the eDashboard window, and then clicking “Exit” in the drop-down.
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