If you want to upgrade your Mac to macOS Sierra, please follow these instructions from Apple:
Remote Desktop For iPhone & iPad
Having Remote Desktop on your iPhone or iPad is extremely convenient, especially when you’re on the go and need to look something up.
Here are the steps to set up your iPhone or iPad:
- From your iPhone or iPad, go to the App Store
- Search for Microsoft Remote Desktop.
- Download the free app.
- Open the App.
- Press the Plus sign in the upper right hand corner
- Press Desktop
- Press PC Name and enter: mac.blueisleasp.com
- Press User Accounts
- Press Add User Account
- For your username enter: roro\USERNAME (replace USERNAME with the name that we provide)
- Enter your password, and press Save.
- It will bring you back to the Edit Desktop screen, press Save.
- Press on the connection that you just created, it will connect you to the server.
- You may see a screen asking to verify the server.
- Make sure that ‘Don’t ask me again for connection to this computer’ is selected
- Press Accept
- You will then be connected to the server.
If you are having any trouble at all connecting with your iPhone or iPad, please contact Brianna for support.
Allow printing from Server to your local printer
If you want to print from Microsoft Remote Desktop (MRD), follow the steps below:
- Open Microsoft Remote Desktop.
- Select the connection you want to edit.
- Right click on the connection and click Edit.
- Select Session
- Select Forward printing devices.
- Close the window.
Changing your server display settings for Mac
The best settings for Mac are the following:
1. Open Microsoft Remote Desktop
2. Select the connection that you wish to edit the display settings for.
3. Select Edit
4. For the Resolution, select Native.
5. Colors: select Highest Quality (32 bit)
6. Full screen mode: select OS X Native.
7. Select Start session in full screen
8. Select Scale content.
Once you have finished changing the settings, close this window.
Go ahead and connect to the server. Once you are logged on, move your mouse to the very top of your monitor. A white menu bar will appear.
- Click on Window.
- Select Full screen.
- Click on Window in the menu bar again.
- Select Scaling.
You will now be able to resize the Server window to your desired size.
If you are having any issues with getting these settings right, please email Brianna.
Saving Data to your Mac from the Server
If you want to have access to your Mac desktop and files, follow these instructions.
- Open Microsoft Remote Desktop.
- Select the connection that you would like to edit.
- Right click on that connection and select Edit or have the connection selected and click on edit at the top of the window.
- The connection window will pop up. Click on Redirection at the top.
- Make sure that Enable Folder Redirection is selected.
- In the lower left and corner of this window, select the + button.
- A window will pop up. In the path field, click on the down arrow button.
- Select Browse.
- A finder window will pop up. Click on Desktop on the left hand side.
- Click Choose, this will close the window.
- Click OK to close the small window.
- 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: 
The new version of Microsoft Remote Desktop looks like this:
Microsoft Remote Desktop for Mac
Microsoft has come out with a new version of their software to connect to our server.
CLICK HERE to go to the App Store on your Mac to download the newer version.
Follow these steps to get your connection to the server setup:
- Open Microsoft Remote Desktop.
- You should be able to find this by going to Finder, Applications and scroll down until you see the App.
- Click on New in the upper left hand corner of the window.
- Fill in the fields & check marks to match the image below, replacing USERNAME with the one provided to you, and enter in your password.
- Click on the Session tab.
- Match the check marks and drop down menu to match the image below.
- Close this window – all of your settings are saved automatically.
- Double click the connection you just created in the main Microsoft Remote Desktop window. This will open up the server.
If you experience any issues at all, don’t hesitate to contact us.
BlueIsle Bookkeeping
Support Team
805-880-1689
support@blueisleinc.com
How to properly switch between different QuickBook files
If you are a client that uses multiple QuickBook files, please follow these steps to switch from one file to another:
- When you are ready to switch, go up to File at the top left corner of QuickBooks.
- Click on Exit.
- QuickBooks will then close.
- Please use the shortcuts that we have created for you on your server desktop.
- Double click the QuickBooks shortcut you would like to open.
- Enter in your username and password.
If you are missing a shortcut, please let our support team know, and we can create that for you.
By following the steps above, it will help in keeping your file’s integrity.
If you have any questions, please contact support: support@blueisleinc.com