Frequently Asked Questions

Virtual Desktop Infra (VDI)

iShine Cloud is able to support Windows, iOS and Android platforms. The minimum requirements are:

  • Windows 7
  • iOS 9
  • Android 5.0
  • MacOS X 10.10

For Windows, press Ctrl-F1, then select “Change a password”

For Mac, press Ctrl-Option-Fn-Delete, then select “Change a password”

Press Shift-F2. iShine Cloud will be minimized as a window and the window size can be adjusted accordingly.

Go to Windows, click on your profile picture and select ‘Sign Out’. Login to iShine Cloud portal again, and from the portal, click on ‘Details’, then ‘Restart’.

After the restart, please proceed to login again.

This is because the default printer set in your local PC may be different from what you use.

Step 1: Outside of the VDI environment, go to your Control Panel and Select Devices and Printers

Step 2: Right-Click on your preferred printer and set it as default printer

Step 3: Re-login to iShine cloud and the printer used should be the same as set as default.


From Outlook, right-click on the attachment, select Save to OneDrive. The attachment will be saved in the Attachments folder in OneDrive.

When creating a new email in outlook,  click on ‘Attach file’,  Select ‘Browse Web Locations’ and click on OneDrive. From there, you can select the files you wish to attach to the email and click insert. You have to choose either to attach the file as a copy or share the link. 

*Note: If ‘Share the Link’ option is selected, users whom you wish to share the file with are required to have access rights. Therefore, it is necessary for you to give access to the users. You may refer to (8) Grant file access permission to user for the steps.

Go to your OneDrive for Business folder, click on (…) to show actions and click on Share. 

A pop-up will appear and you can select who you wish to share the file with. If you wish to share with specific people, select the ‘Specific People’ option and key in their email addresses so that they will receive an email notification on it. Click on ‘Allow Editing’ if you wish to give permission for the users to edit the document.

Once complete, click on Apply and Send.

Right click on the spam mail, select ‘Junk’ and ‘Block Sender’.

Go to the ‘View’ tab at the top of outlook, click on ‘To-Do Bar’ and select ‘Task’. The list of flagged mails will be displayed at the right hand side of outlook.

Right click on the email you wish to flag, select ‘follow Up’ and select ‘Add Reminder’. Fill in the reminder details accordingly to your preferences. The time can be modified directly instead of choosing the 30 minutes interval from the dropdown list. Once you have set the details, click on ‘Ok’ to apply the reminder.

You can create an association of file type to a default program. 

Step 1: Go to your Control Panel and select ‘Default Programs’

Step 2: Select ‘Associate a file type or protocol with a program’

Step 3: Look for the file type you are unable to open up. For example, (.jpg) and select it. 

Step 4: Once selected, click on ‘Change Program’

Step 5: Select your preference and you can select ‘More options’ to view more programmes available.

Once completed, click on ‘OK’ to apply the changes.


Step 1: Go to your email settings and click on ‘Add Account’ 

Step 2: Select ‘Exchange’

Step 3: Key in your Email Address and Password(Password to login iShine Cloud VDI)  and click Manual Set up

Step 4: Key in the details required as shown below:


Username: <Your email address>

Once filled up, proceed to finish up the process.


Step 1: Go to your settings, select ‘Acounts & Passwords’ and ‘Add Mail Accounts’

Step 2: Select ‘Exchange’

Step 3: Key in your Email Address and Password(Password to login iShine Cloud VDI) and click Manual Set up

Step 4: Key in the details required as shown below:


Username: <Your email address>

Once filled up, proceed to finish up the process.


If you only wish to edit the date for a few people, you need to go to Leave Admin> Set Entitlement. Change the leave type to ‘Annual (Brought Forward)’ and you should be able to edit the expiry date for the selected employees. 

After you have edited the dates, kindly click ‘Update’ to save the changes.

You need to carry out a leave balance transfer in order for the new year’s balance to be reflected.
Under eLeave > Leave Admin > Leave Balance Transfer. Choose the options of your preference. After that, click begin.
When you perform the leave balance transfer, the system will take the leave balance as of previous year, apply the transfer policy, and transfer to the opening balance as of current year.
After carrying out this process, the leave balance for current year should be correctly displayed.

Yes. You can cancel the leave as a Leave administrator. Go to Leave Admin > Leave Cancellation. You can select an individual employee by selecting the ‘face’ icon.
Search for the leave record by clicking ‘Go’.
Select the leave which you wish to cancel (by ticking the box) and click ‘OK’ to cancel the leave. 

To encash an employee’s leave, you will need to go to Leave Admin –> Adjustment –> Then select Adjustment Type: Leave Encashment (Deduct).

After doing this, go to ePayroll –> Payroll Admin –> Process eLeave Items –> Process Leave Encashment. This will add the Leave Encashment to the users Employee Pay Information page.


Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List. These can all be accessed from the Reports page, and individually customized/filtered depending on your criteria, and can be generated in Excel or PDF.

You can import the following lists to and from MS Excel or CSV files:

  • Customers
  • Suppliers
  • Products and services
  • Chart of accounts
  • Bank statements
  • If you would like to import individual transactions (e.g. invoices, deposits, receipts, expenses, etc.), you would need to make use of a third-party app to do it – QuickBooks itself does not have that function.

Yes, there is an option to send such documents via email, at the bottom right corner. Just click the arrow, choose the option ‘Save and Send’, and send out the email accordingly. You may want to first set up the email template in your company settings.

You cannot input or change income accounts for invoices and sales receipts directly – they have to be tied to a specific product or service, which in turn is tied to a specific income account. Therefore, if you want to link an invoice or a sales receipt to a hereto unused income account, you will need to create a new product/service and link it to that income account.

From the drop-down list accessed from the gear icon on the top right of your screen, there is an option called ‘Custom Form Styles’ under the ‘Your Company’ category. Do note that customization is limited, and not everything can be changed – anything you would like to customize that is not offered within the options provided cannot be changed.

There is no major difference, other than the ‘Cheque Expenses’ function being able to automatically generate a running sequence for you, so you can use Cheque Expenses for your Payment Vouchers, and instead to key in petty cash expenses into ‘Expenses’.

You can review your entries from the various reports (most commonly used would be the Balance Sheet and the Profit & Loss), and click on transactions to edit them directly for any errors discovered.

From the drop-down list accessed from the gear icon on the top right of your screen, there is an option called ‘Reconcile’ under the ‘Tools’ category. Key in the relevant information asked, and the system will bring you to a page where you can tick off transactions appearing in the Bank Ledger account based on whether they appear on the bank statements or not, and you can complete your bank reconciliation once all transactions (less the outstanding cheques/deposits) are ticked and matched.

For each transaction (regardless of whether it is an invoice, deposit, sales receipt, expense, cheque expense, etc.), there is a ‘More’ option at the bottom middle of the screen. From there, there will be the delete option.

There is no easy way to retrieve something deleted – you will have to go to the audit log (gear icon on top right of screen, ‘Audit Log’ option under ‘Tools’ category) to look for when you performed the action of deleting. 

There will be a ‘View’ option to look at the last details of the transactions you deleted. However, you will be unable to restore any deleted transactions nor search them, and will have to key in a new transaction if you deleted any by accident. It is recommended to void rather than to delete any transactions, as voided transactions remain in the system and can be searched, retrieved, and amended, but will not affect your numbers in any way.

Closing books will require users to have the Company Administrator access or higher, as currently the function is available only to users with such access rights. However, users with such access rights also have visibility to the billing subscription information, and therefore not provided to iShine clients. 

QuickBooks has already received feedback on decoupling this particular function from the Company Administrator access right to put it to lower access rights and will work on possibly implementing this feature – at the moment, please contact the team directly whenever you would like to close your books.