At the top of the ledger in the Dates dropdown select All. I can see in my example that all the transactions fall into the date range I wanted. Once it’s finished I like to be 100% sure that it’s actually removed the data I want it to remove.
To do this I https://bookkeeping-reviews.com/ a local backup of this file just like we did to start with our working file. Then under ONLINE AND LOCAL BACKUP I like to check off “Complete verification.” Then click the blue OK button. This will allow you to create a file you can send to an auditor with just the data they need to see. In this tutorial, I’ll show you how to create a copy of your QuickBooks Desktop file. Then how to remove specific data, by date, from that file. CPA Upload – Some CPA firms have a file share server.
Once the accountant receives the file, they will need to restore the file to their computer; complete their edits and changes; then create an updated portable copy to send back to the client. Once the client receives the updated portable file, they will need to restore the file to their computer and then work from this version going forward. No need to email back and forth or worry about who’s changes are the most up-to-date.
How Can I Send My Large QuickBooks File to My Accountant Through the Internet?
You need to choose the desired location of where you will save the Accountant’s Copy. I have often found that it is easiest to save it to your Desktop and then move it to your CMP Sharefile account or to a CD, flash drive, email attachment, or link that you receive from us. A backup file just compresses the information into a single zipped up file to be transported via email or a file share. Quickbooks will let you know that everything went through successfully and remind you to provide your accountants with the transfer password you created in step 5. These restrictions are lifted once we send changes back to you.
