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.

 

Mac Support, Server Support, Support

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