David-212915
QuickBooks Team

Account management

Hello again, @MissyI. I'd be glad to provide clarification on this process. 

 

This is generally how users of QuickBooks Desktop will share their file with an accountant. A person with an accountant version would be able to run reports on the data and work on the file. The following article provides further insight into these files and workflow: Use the Accountant's Copy.

 

As always, I'm a few clicks if you have questions on this article or anything else. Cheering you to continued success.