How to Create an Accountant’s Copy of your company file in QuickBooks Desktop?

Are you looking for the process to create Accountant’s Copy so they can make changes without interrupting your work? Well, if yes, then reading this post till the end will surely help. There are certain steps that can be followed to create an accountant’s copy of the company file. There is no need to email back and forth or worry about whose changes are the most updated. One can continue to work in your company file while your accountant works on the Accountant’s Copy. To learn the steps involved in this process, make sure to read the post till the end. Or you can also connect with us at +1-844-521-0490 and we will provide you with immediate support services.

Steps to create accountant’s copy

Step 1: Set up QuickBooks

Step 2: Create an Accountant’s Copy

There are two ways to get an Accountant’s Copy to your accountant. You can create a file to put on a USB or online hosting service. Or you can use the Accountant’s Copy File Transfer Service to send a file through the web.

Create a file you can put on a USB

• At first head to the File menu and hover over Send Company File.
• Hover over Accountant’s Copy and then hover over Client Activities.
• After that choose Save File and then Next.
• Now, go for Accountant’s Copy and then Next.
• Fill in the dividing date. Then select next.

You now have an Accountant’s Copy. It has a .qbx extension at the end of the filename. You can put the file on a USB and give it your accountant, attach it to an email, or share it through a cloud service like Box.

Send a file through the Accountant’s Copy File Service

• The first step is to move to the File menu and hover over Send Company File.
• Now, head to the Accountant’s Copy and hover over Client Activities.
• Also, choose Send to Accountant and then Next.

• Go for Accountant’s Copy and then Next.
• Fill in the dividing date. Then select next.
• Also, fill in your accountant’s email addresses.
• Create a file password for the file. Your accountant needs this to open it.
• When you’re ready, select send.

Read Also: Resolve QuickBooks Server Busy Error Message

We end this post here with the hope that the information shared in above might be of some help in setting up an accountant’s copy in QuickBooks. However, if there is any query or if the user requires our assistance, then contact our QuickBooks enterprise technical support at +1-844-521-0490 is recommended. We are a team of certified QuickBooks professionals who work round the clock in providing immediate support services.