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Create And Send Accountant’s Copy in QuickBooks- 2021 Methods

  • Oriana Zabell
    • 21 posts
    September 3, 2021 7:33 PM EDT

    Once you have created the accountant’s copy you can send it to the accountant to make the mandatory changes in the company file. However, if you are looking for the stepwise instructions to send accountant’s copy in QuickBooks Desktop then go through the following points:

     

    1: At first, go to the File menu and then click the Send Company File.

    2: Hover your cursor over the Accountant's Copy and then choose the option Client Activities.

    3: After that, select the Send to Accountant followed by Next.

    4: Move to the Accountant's Copy > Next.

    5: Enter the dividing date and click Next.

    6: Insert the email address of both your client and your client’s accountant. 

    7: Generate a strong file password for the file. Thus, this password is further required to open the file. 

    8: Finally, select the Send option.

     

    We hope that the steps mentioned above will help you to send the accountant's copy. If you have any further query related to create and send accountant’s copy then talk to our experts by dialing the Asquare Cloud Hosting Contact Number 855-856-0053.

     

  • Peter Groft
    • 676 posts
    December 13, 2022 4:22 AM EST

    Create a file you can put on a USB

    1. Go to the File menu and hover over Send Company File.
    2. Hover over Accountant's Copy and then hover over Client Activities.
    3. Select Save File and then Next.
    4. Select Accountant's Copy and then Next.
    5. Enter 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 to 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

    1. Go to the File menu and hover over Send Company File.
    2. Hover over the Accountant's Copy and hover over Client Activities.
    3. Select Send to Accountant and then Next.
    4. Select Accountant's Copy and then Next.
    5. Enter the dividing date. Then select Next.
    6. Enter your and your accountant's email addresses.
    7. Create a file password for the file. Your accountant needs this to open it.
    8. When you're ready, select Send.

    Greetings,
    Peter

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