Sending us your Quickbooks File

Always ask your accountant to open the company file in the same version as yours. If your accountant opens the company file in a later version of QuickBooks, the file will get updated, and you can’t access it in your QuickBooks Desktop. There is a lot of confusion among both clients and accountants about the myriad of ways a client can get their QuickBooks files into their accountant’s hands. Here is a rundown of options and their pros & cons.

Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done. This is how you can set up the External Accountant. In this process of QuickBooks Desktop share with accountant, your accountants don’t need to log in and yet access the QuickBooks Desktop. In addition, the Audit Trail feature helps in tracking the changes made by External Accountant users in QuickBooks Desktop.

Steps to Create Accountant’s Copy in QuickBooks 2017

Once the update has been downloaded and installed, restart QuickBooks. A full 88 pages plus video training that shows everything that you can do in Enterprise – from initial set up, reporting, inventory, and more. Unlimited help and support from our team to answer any questions and consult with you along the way. Reconciliations with transactions that were all dated in the current period are saved. Creating backups will be required before, during or after importing. Discuss this with your accountant if you are not sure which date to use, however it is usually the period end date for the period the accountant will be working on.

In the Create Backup box that pops up select whether you’d like your backup stored online or locally. Give the Accountant’s Copy transfer file (.qbx) to your accountant and continue to work. Choose a dividing date.• You will be able to work with all transactions dated after the dividing date and we will be able to work with transactions prior to that date. For example, for year-end tax preparation purposes, you would select December 31 of the prior year as the dividing date.

She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Corporate tax deadlines are soon approaching and a lot of people are scrambling to get their company financials in order, hopefully however your year-end bookkeeping doesn’t exist. Folks are now left with wondering how to get their QuickBooks file to their CPA.

No. 4: The Company File is Damaged or Corrupted

The accountant will be able to open, view, and manage your account by importing that file into the QuickBooks Online or QuickBooks Desktop software. If the company file is damaged or corrupted, you will not be able to create an Accountant’s copy. You can solve this problem very conveniently with the help of the QuickBooks doctor tool. With the help of this tool, you can fix several errors concerning company and network files.

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It will popup a warning and suggest saving to a different drive. It’s a good idea to save to a different drive for a real backup but for a temporary backup, the same drive is fine. You should be aware that there are some limitations to the things that we can adjust with an Accountant’s Copy file, and thus it may not be suitable for all companies. For example, we cannot add, edit, void or delete payroll, estimates, sales orders, transfers of funds between accounts, or inventory build assemblies. Company File – I never send a QuickBooks company file to a CPA, always a backup.

How to Send an Accountant’s Copy of QuickBooks to Client?

This password will be used by your accountant to use the Accountant’s copy. The passwords used for Admin login can be used here also, just ensure you inform your accountant about this. Ensure that you coordinate with your particular accountant before selecting the date. In the File menu of your QuickBooks account, select Accountant’s copy.

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Visit our “Solutions” page to see the areas of your business we can help improve to see if we’re a good fit for each other. The Mac equivalent of a .qbw file for the 2019 version of QuickBooks for Mac. The Mac equivalent of a .qbw file for the 2016 version of QuickBooks for Mac. Registered copies of QuickBooks store your licensing information in this format.

When the https://bookkeeping-reviews.com/ successfully gets into the QuickBooks Online access, they can use all the features available on your current version of QuickBooks Online. If your accountant is already having a subscription to QuickBooks Online for Accountants then they will simply receive the link to access the QuickBooks Online company after you invite them. Your accountant may be prompted to create a username before logging into the company . When an accountant reviews and modifies the .qba files you’ve sent them, they will then return them to you in this format. You can then import the .qby file to update your corresponding originals stored in the .qbw format.

Inquire with your CPA if they have a file share to upload your file to. Once the green check is on the file just right click on Share DropBox Link and then copy the link into an email to your CPA. Voila, your CPA now has a link to download your QuickBooks Backup file. Some of the other alternatives to DropBox are Google Drive and Microsoft SkyDrive.

For those that make regular use of the features of the products, QB Pro and Premier offer solid values. Intuit offers a file-transfer process you can instigate through QuickBooks and complete through the company’s file servers. To use this procedure, you create an Accountant’s Copy, a process you begin from the software’s File menu. You establish a dividing date that essentially freezes all transactions before it and leaves more-recent activity live so you can continue to work on and add to it.

One of the most common great ways to green your business business owners come across is how to email QuickBooks files. This question is a regular one among QuickBooks users who wish to transfer a QuickBooks file to their respective accountants. A Backup Copy of the Company file is free from the limitations of being opened in different versions of QuickBooks Desktop. You can create a backup copy of your company file using QuickBooks 2018, and your accountant can open it in QuickBooks 2019. So if your accountant is using a different version of QuickBooks Desktop, then make sure to send a backup copy of your company file.

Create and send them an Accountant’s Copy so they can make changes without interrupting your work. To share your QBO account, you can invite more than two accountants. By submitting this form, you agree that Planergy may contact you occasionally via email to make you aware of Planergy products and services.

You can continue to work in your company file while your accountant works on the Accountant’s Copy. When they’re done, simply import their changes and update your books. Here’s how to create and send an Accountant’s Copy. If you are using QuickBooks Desktop Enterprise, it is important to disable the Advanced Inventory features before you create the accountant’s copy. Once you are done sending the Accountant’s Copy, you can turn on the Advanced inventory feature again.