· If file size is an issue, you may want to send your QuickBooks file to your accountant by using a QuickBooks accountant copy. A QuickBooks accountant copy freezes the books for a specific timeframe. This option allows the client to share their file with their accountant while continuing to work in their own copy of the www.doorway.ruted Reading Time: 4 mins. · Open the File Explorer into your Windows system. Locate the www.doorway.ru file of the QuickBooks edition on your computer. Go to the downloaded file and right-click on it. Then select the option Run as Administrator to start the installation. . · Here, QuickBooks Desktop saves the Accountant's Copy as an export file .QBX) to the Intuit server, which triggers the system to send an email with a download link to the accountant. Step 2: For Accountant.
There are three basic options for creating a QuickBooks data file that the CPA can use - Backup Copy, Portable Company File or Accountant's Copy. The choice of option will depend upon the level of service being provided by the accountant and the method of transferring the file. The Accountant's File Transfer service in QuickBooks Desktop lets accountants and their clients share an Accountant's Copy through Intuit's secure servers. ProAdvisors and their clients can use this service at no extra charge if they have a ProAdvisor license. Note: If you have questions about using ACFT for multiple ProAdvisor licenses. 7 Steps to Create Accountant's Copy in QuickBooks The steps to creating an Accountant's Copy .QBX) are as follows: Choose File Send Company File. Choose Accountant's Copy Client Activities Save File. Choose a dividing date. • You will be able to work with all transactions dated after the dividing date and we will be able to.
When you have sent the Accountant’s Copy through the QuickBooks File Transfer Service, your accountant will receive an email letting him or her know the file is ready to download. Once your accountant has completed working with your file, he or she will create a change file for you to import back into your company file. 7 Steps to Create Accountant’s Copy in QuickBooks The steps to creating an Accountant’s Copy .QBX) are as follows: Choose File Send Company File. Choose Accountant’s Copy Client Activities Save File. Choose a dividing date. • You will be able to work with all transactions dated after the dividing date and we will be able to. Here, QuickBooks Desktop saves the Accountant's Copy as an export file .QBX) to the Intuit server, which triggers the system to send an email with a download link to the accountant. Step 2: For Accountant.
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