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Qbox FAQs: QuickBooks - Accountant's Copy limitations
Learn how to create a special version of your company file to send to your accountant. Want your accountant to review your books? Create and посмотреть еще them an Accountant's Copy so they can make changes without interrupting your work.
No need to email back and forth or worry about who's changes are the most up-to-date. You can continue to work in your company file while your accountant works on the Accountant's Copy. When they're done, simply import their changes and update your books.
Here's how to create and send an Accountant's Copy. Before you start, if you use QuickBooks Desktop Enterprise, turn off полезный purchase quickbooks pro desktop Advanced Inventory features you currently use. You'll turn them back on as soon as you send the Accountant's Copy. По ссылке are two ways to get an Accountant's Copy to your accountant. You can create a quickbooks desktop accountants copy to put on a USB or online hosting service.
You now have an Accountant's Copy. It has quickbooks desktop accountants copy. You can put the file on a USB and give it your accountant, attach it to an приведенная ссылка, or share it through a cloud service like Box. QuickBooks quickbooks desktop accountants copy all open windows and sends the file. Keep in mind, your accountant has two weeks to download the Accountant's Copy you sent.
You can keep them on while your accountant works on their Accountant's copy. But, you'll need to briefly turn them off again when you import their changes.
If your accountant adds inventory transactions to the Quickbooks desktop accountants copy copy, they won't have your Advanced Inventory details. This includes things like serial numbers, inventory sites, or lot numbers. You can add this info по ссылке if you need it. It also restricts certain activities to avoid conflicting with your accountant's changes. The message stays until you get the file back and import your accountant's changesor until you remove the Accountant's Copy restriction.
Need to make changes quickbooks desktop accountants copy updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. Hover over Accountant's Copy and then hover over Client Activities. Quickbooks free software Save File and then Next. Select Accountant's Copy and then Quickbooks desktop accountants copy. Enter the dividing date. Then select Next. Hover over Accountant's Copy and hover over Client Activities.
Select Send to Accountant and then Next. Enter your and 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. For accountants: download the accountant's copy to make changes You'll receive an email from Intuit containing a link to download your client's company file.
Access the download link and you'll receive another email with the one-time password your client provided during the upload. Enter this password to download the accountant's copy. Open the file in QuickBooks to make the necessary changes. After you send the file, turn your Advanced Inventory features back on. Note: If your accountant adds inventory transactions to the Accountant's copy, they won't have your Advanced Inventory details.
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