Accountant Copy Of Quickbooks Password To Secure

Fortunately, the process is very straightforward either way.

Transactions falling before this date can be edited only inside the accountants copy.

Transactions falling after this date can be edited inside both the accountants copy and the clients copy.

If necessary, the client can also use the Save In drop-down list to specify where the accountants copy of the QuickBooks data file should be saved.

This file is given to the accountant via email or snail mail, or on a disc so that he can use it.

QuickBooks saves an accountants copy of the QuickBooks data file.

In other words, the client needs to snail-mail or email the file.

If the size thing fouls you up, you can upload the QuickBooks file to the Intuit website by choosing FileSend Company FileAccountants CopyClient ActivitiesSend to Accountant.

Intuit sends the accountant a message with a clickable link that she can use to grab the file.

The Accountant Transfer File (with the.qbx file extension) is what a client creates and gives to the accountant.

The actual Accountants Copy (with the.qba file extension) is what the accountant works with after he or she opens the Accountant Transfer File.

To do this, the client chooses FileSend Company FileAccountants CopyClient ActivitiesSend to Accountant.

Accountant Copy Of Quickbooks Password To Secure

QuickBooks provides onscreen instructions for sending, or uploading, the accountants copy to the Intuit server, including the steps for adding a password to secure the uploaded file.

As noted, the client provides a password to restrict access to the downloaded file, so the accountant needs this password from the client before the download.

The accountant also needs any QuickBooks password to open the downloaded file.

The Send Company File command saves you much wailing and gnashing of teeth.

It also provides a highly secure way to share accountants copies.

The link in the email message you get from Intuit expires after a few days.

Accordingly, if your client sends you the file on the first day of your two-week vacation, the link wont work when you get back to the office.

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