![]() ![]() ![]() ![]() The process to create an accountant’s copy works the same way if you’re using the Pro or Premier version of the desktop program. I can help provide clarifications about the Accountant’s Copy feature in QuickBooks. Please feel welcome to send a reply if there's any additional questions. I've included a detailed resource about working with the Accountant's Copy of company files which may come in handy moving forward: Use the Accountant's Copy There's also an Accountant's Copy File Service which can be used to send it. They can transfer files to you by putting them on a USB drive, attaching them to emails, sharing through a cloud-based service, or etc. Now they'll have a copy of their company file that can be given to you. In your top navigation bar, go to File, Send Company File, Accountant's Copy, then Client Activities.Afterwards, they can generate an Accountant's Copy. If they're using any Advanced Inventory features, they'll need to turn them off initially. Your client can send you an Accountant's Copy of their company file by creating it and giving it to you. He or she will then use the password you created to open the file.Thanks for becoming part of the Community, TLLCPA. Your accountant will receive an e-mail with a link that downloads your Accountant’s Copy. For security reasons, do not include the Accountant’s Copy password. (Optional) Write a note to your accountant with instructions for the Accountant’s Copy.Strong passwords include:At least seven characters. You can use the same password you use for your Admin password, but be sure to tell your accountant this password. Your accountant will use this password to access the Accountant’s Copy.Choose a password to protect the Accountant’s Copy.You will receive a confirmation e-mail when the Accountant’s Copy is successfully uploaded to the Intuit server. Enter your name so that your accountant knows who sent the Accountant’s Copy.QuickBooks uses this e-mail address to send your Accountant’s Copy to your accountant. Enter your accountant’s e-mail address and re-enter it to confirm it is correct. Enter your accountant’s e-mail address, your name and your e-mail address.(Be sure to coordinate with your accountant before choosing this date). Confirm you want to send an Accountant’s Copy and click Next.Select Client Activities & then click Send to Accountant.Go to the File menu and click Accountant Copy,.To send your company file using the Accountant’s Copy File Transfer: Continue working with your company data.The QuickBooks application title bar now shows “Accountant’s Changes Pending.” (Optional) Change the suggested location for the file.(Optional) Change the filename that QuickBooks suggests for the accountant’s copy.The dividing date is the date that separates the part of your company you’ll be able to work on from the part your accountant will work on. Go to the File menu, click Accountant’s Copy, click Client Activities and then click Create Accountant’s Copy.( NOTE : this service isn't available for EasyStart editions)Ĭreating an Accountant Copy of my Company File: ![]() Here’s another question we ge asked quite a bit: how can I send my company file to my accountant over the Internet? Read on for the answer: ![]()
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