• How To Use the Accountant’s Copy

  Filed under General Tips, Insider Tips, Money In, Short-Cuts
  May 26
  Finally, and EASY way to get your QuickBooks file to your accountant!

  Especially with the size of QuickBooks files getting bigger with time, it can become a real challenge to transfer your financial information electronically to your accountant. And then, when adjustments need to be made, it can be even more difficult to coordinate those changes without losing data or entering transactions multiple times.

  Today’s QuickTip shows you how to solve all those frustrations!

  Watch it now and you’ll learn just how easy it is to work with your accountant and keep your books in tip-top condition.

  

  Have you used the Accountant’s Copy in previous versions of QuickBooks and had problems? What other difficulties have you had in sharing your financial information with your accountant?

  I’d love to hear from you! Just comment below to contribute to the discussion and get the kinks worked out.

  ~Gabrielle

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  Tagged as: accountant's copy, QuickBooks file type, share QuickBooks file, transfer QuickBooks information
  
  5 Comments

5 Responses to “How To Use the Accountant’s Copy”

1. QB QuickTips » Blog Archive » QuickBooks 2009 – Not Your Typical Update said on December 1st, 2009 at 11:44 pm

   [...] How to Use the Accountant’s Copy (video) [...]

2. The Freelance Bookkeeper » Freelance Bookkeeping: Are You Keeping Up With The Times? said on April 27th, 2010 at 7:36 am

   [...] (such as QuickBooks Online Edition), a hosted solution (such as RightNetworks.com), or at least a QuickBooks Accountant’s Copy and/or file transfer services for near immediate delivery. You will be able to serve many more [...]

3. 

   Logic Gates said on January 28th, 2011 at 3:19 pm

   .:. I am really thankful to this topic because it really gives useful information ;~*

4. 

   JohnRaveling said on September 29th, 2011 at 5:57 pm

   Accountant’s Copy. I lost my “Name File”, while in “Accoutant’s Copy” mode.

5. 

   Gabrielle Fontaine said on September 29th, 2011 at 7:04 pm

   Hi John,

   I’m not sure what you mean by losing your “name file”. If you mean that somehow your data file was damaged while you had an outstanding accountant’s copy, you have a choice. You can either notify your accountant and ask him/her to simply convert their copy of your file to a working company file and then provide you with a backup copy (you will lose any work you had done since sending out the accountant’s copy). Or, if your accountant will not be sending back your information and you have a more recent backup copy, simply restore that. (You do have a backup copy, right?)

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