Quickbooks for windows file how to#

This option does not allow the client and the accountant to both work at the same. log files, Loan Manager, Statement Writer, or Fixed Asset Manager files. It doesn’t include your message templates, logos, images, or templates. A portable file is a compact version of your company file and is not a full backup. You can also send your QuickBooks file to your accountant using a portable file. Once the accountant is done, their changes will need to be imported back into the company file by the client, which may require some additional training from the accountant. A client can send their QuickBooks accountant copy via Intuit servers, email, or a syncing application such as Dropbox. This option allows the client to share their file with their accountant while continuing to work in their own copy of the file. A QuickBooks accountant copy freezes the books for a specific timeframe. If file size is an issue, you may want to send your QuickBooks file to your accountant by using a QuickBooks accountant copy. In these circumstances, you may want to create a QuickBooks Accountant Copy or try sending a portable QuickBooks file.

If you have a larger file, you will need to compress the file as most email services do not allow sending or receiving emails over 25MB. It also isn’t recommended because of size limitations. You may ask yourself ‘Can you email a company file.’ The answer is yes, you can send your QuickBooks file to your accountant via email, although it isn’t recommended for security purposes.

Quickbooks for windows file how to#

There are many options of how to send your QuickBooks files, each with its own advantages and limitations. If you use an accounting firm, you’ll need to send your QuickBooks file to your account. Year-end means reconciliations and preparing for tax season.