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From the File menu section and go to the Send Company File.You can use a USB to keep this file and send it to your accountant, send it via email, or transfer it through a cloud service like Box. qbx extension at the end of the filename. Now you have an Accountant’s Copy from step 2, with a. Step 3: Send the QuickBooks Accountant Copy to your AccountantĪs we have discussed there are two different ways to transfer your copy to the accountant. Now you can transfer the Accountant’s Copy (.qbx) to your accountant to make changes and you continue your work.Make confirm you have to create an Accountant’s Copy and then select the Next option.Now click on the Client Activities then hit on the Save File button.Go to the File section then choose the Accountant’s Copy option.In the second option, use the Accountant’s Copy File Transfer Service method to transfer your file via the web.

In the very first option, create your company file copy to put on a USB or online hosting service. You have two different options to create an Accountant’s Copy and send it to your accountant. Step 2: Create a QuickBooks Accountant Copy Of course, you do not have to follow this step if you are using QuickBooks Desktop Pro or Premier, or are not using Advanced Inventory. Not to worry because you can turn on back once you are done with sending the Accountant’s Copy. Make sure to turn off all Advanced Inventory features currently you are suing with QuickBooks Desktop Enterprise. So this is the important step you have to remember before getting started. Steps For Working Of QuickBooks Account Step 1: Set Up your QuickBooks Account So be here to get the instruction to create and send your QuickBooks file. Once they are done with the changes, import their activity, and update your file. They will alter your data without disturbing your work. You just have to create and send a QuickBooks accountant copy to your accountant. This will help you when you want to review your books. Remember these steps involve only for the QuickBooks Desktop for Windows users.

Here you will know how to create a sample of your company file and how can you send it to your accountant. QuickBooks accountant copy is a copy of your company file that permits your accountant to make changes to your file while you are working in the file.