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

You can also send your QuickBooks file to your accountant using a portable file. A portable file is a compact version of your company file and is not a full backup. It doesn’t include your message templates, logos, images, or templates. It also doesn’t include your .tlg or .log files, Loan Manager, Statement Writer, or Fixed Asset Manager files. This option does not allow the client and the accountant to both work at the same. However, like the accountant copy, a portable file can be sent via email or syncing application such as Dropbox.

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Once the what is business accounting has completed work on your file, he should give you a change file that will have a .qby extension. This file should be imported into your company file. Change the suggested location for the file and the filename that QuickBooks suggests for the Accountant’s Copy.

The only reason why I could ever think about using this median was if I was required by a board of directors to deliver an encrypted thumb drive with the company information attached. If your CPA requests a physical media request that you email it. If they still tell you they still need one the above then I might consider finding a new CPA. The following walkthrough is done in QuickBooks Pro 6.

See the website for more information or register here. Please remember to provide accountant with USERNAME and/or PASSWORDS. On the top, select your recipient, then either drag files to or click on “Browse files”, to browse for and add attachments. In the tell us where to save the backup copy field, select browse and select the location in which the backup copy should be saved. In the folder where QuickBooks is stored, right-click the file and select the sharing and security option.