How to Send an Accountant’s Copy of QuickBooks to Client?

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Putting those features into QB Pro would make QB Pro a bigger and more expensive product for all users, when only accountants need the extra features. Second, the accountant’s copy file makes use of Intuit’s online services, which means that you and your clients would need to purchase a new QB license every 3 years. In that sense, the upgrades never end, so there is no work around. Operating the online services that are the backbone of accountant’s copy files takes money, so if there were no upgrades to provide money, accountant’s copy files couldn’t exist for very long. QB Pro is under $200, or about $70 per year over the 3 year period. Likewise, if you find the cost of QB Premier Accountant to be excessive, you probably don’t have clients that need to make use of the features that software provides.

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Click Options, and from the Backup Options windows, choose a location to save the backup copy of your company file. Check with your accountant to see if they provide a secure method for transferring large files, for instance, a client portal. Now you have learned how to share QuickBooks Online with accountants. It is an easy way to let your accountant work on your QuickBooks Online company file. Also, if you no longer want to share QuickBooks Online with accountant, delete them from the record.

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