quickbook for mac free only need to access company file

Quickbook Only Need To Access Company File Portable Copy Of

The actual Accountants Copy (with the.qba file extension) is what the accountant works with after he or she opens the Accountant Transfer File.

Consider this scenario: You have a client who needs help finishing the years accounting period.

First, you can drive over to his shop, probably getting stuck in traffic along the way, and find yourself wondering whether you can bill the client 150 for your travel time.

Second, you can have the client use the Accountants Copy feature of QuickBooks to send you a copy of the QuickBooks data file.

You can review this accountants copy of the data file, make whatever fixes or changes are appropriate, and then send the changes to be made back to the client.

The client can easily import these changes into his existing QuickBooks file and go off on his merry way.

Then your client creates and sends you a file (through postal mail, email, or some other secure electronic format), or Intuit, the maker of QuickBooks, sends the file to you.

Fortunately, the process is very straightforward either way.

QuickBooks displays the Save Copy or Backup dialog box, asking the client whether he wants one of the following: A backup copy of the file, which is a second copy of the QuickBooks file you create (usually) so that youll have a copy of the file in case something bad happens to the original QuickBooks data file.

Quickbook Only Need To Access Company File Portable Copy Of

A portable copy of the file, which is a real live copy of the QuickBooks data file thats been slightly scrunched in size so that its easier to move around (such as by emailing the file as an attachment).

QuickBooks next displays another dialog box to insist that your poor stressed-out client confirm that he really wants an accountants copy rather than simply a portable copy of the file.

When a client clicks the Next button to continue with the creation of an accountants copy, QuickBooks asks him for the dividing date.

Transactions falling before this date can be edited only inside the accountants copy.

Transactions falling after this date can be edited inside both the accountants copy and the clients copy.

Another message appears, telling the client that QuickBooks must close all the windows to create an accountants copy.

Use the File Name box of the Save Accountants Copy dialog box to name the accountants copy of the QuickBooks data file.

If necessary, the client can also use the Save In drop-down list to specify where the accountants copy of the QuickBooks data file should be saved.

This file is given to the accountant via email or snail mail, or on a disc so that he can use it.

QuickBooks saves an accountants copy of the QuickBooks data file.

Then this data file is transmitted to the accountant by the client.

In other words, the client needs to snail-mail or email the file.

Your email provider may limit the size of attachments (including QuickBooks files) that you can send via email.

If the size thing fouls you up, you can upload the QuickBooks file to the Intuit website by choosing File Send Company File Accountants Copy Client Activities Send to Accountant.

Intuit sends the accountant a message with a clickable link that she can use to grab the file.

Quickbook For Mac Free Only Need To Access Company File