What Are the Steps to Create and Send an Accountant’s Copy in QuickBooks?

[yoviji9894]

I need to create and send an accountant’s copy of my QuickBooks file. Could someone provide a step-by-step guide on how to do this? What are the essential steps for creating and sending the accountant’s copy, and are there any tips for ensuring everything is correct before sending? Thanks for your help!

[kathygriffin856 · Accepted solution]

An Accountant's Copy in QuickBooks allows you to work on your company file while your accountant reviews and makes adjustments. Here's how to create and send it:

1. Open QuickBooks:

   • Launch QuickBooks and open your company file.

2. Create Accountant’s Copy:

   • Go to the File menu.
   • Select Send Company File and then choose Accountant’s Copy.
   • Click on Save File to create an Accountant’s Copy. You’ll be prompted to choose a location to save the file on your computer. Save it in a location where you can easily find it, like your Desktop or Documents folder.

3. Set Up Restrictions (Optional):

   • You can set a closing date and password for the Accountant’s Copy if desired. This restricts changes to the period before the closing date, ensuring accuracy for your accountant.

4. Send the Accountant’s Copy:

   • Once saved, you can send the file to your accountant via email, file-sharing service, or another method of your choice.
   • If using QuickBooks Online, you can directly send the Accountant’s Copy through the File menu by selecting Send Company File and choosing Accountant’s Copy.

5. Communicate with Your Accountant:

   • Inform your accountant that you’ve sent the file. Ensure they have all the necessary instructions or information they might need.

6. Wait for Feedback:

   • Your accountant will review the Accountant’s Copy, make necessary adjustments, and then send the updated file back to you.

By following these steps, you can efficiently create and send an Accountant’s Copy in QuickBooks, ensuring a smooth collaboration with your accountant.