cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Have questions about what to do to prepare for tax time? Our year-end hub will walk you through the process.
Created with Sketch. Find out how to upgrade your subscription, manage your password, view account fees, request a refund, and much more on our account management page.
QuickBooksHelp
Intuit

Using the Workpapers download to .zip file feature

Learn how to use the Workpapers download to .zip file feature in QuickBooks Online Accountant.

We’ve introduced the ability to back-up your year-end work offline in the cloud. But we have also created an alternative option for individuals who would like to archive their work on their own computer.

  1. Log in to QuickBooks Online Accountant.
  2. Open the client file to be archived.
  3. Click the Accountant tools briefcase icon in the top-left corner of the screen and select Workpapers, or you can access Workpapers under the Your Books section of the left navigation menu.
  4. Select Workpapers.
  5. Complete any year-end tasks (for example, reviewing and adjusting financial statements).
  6. Go to Tools and select Download to zip option.
    Workpapers_Download_to_zip_CA

The download begins.
Start_Download_1
You can cancel the download at any time with the Cancel button.

Note: In order to successfully complete the download to .zip file, WorkPapers must remain open during the download.

The download takes a few minutes and you will be alerted in Workpapers when it is complete.

The download stores as a .zip file in your Downloads folder.

Was this helpful?

You must sign in to vote, reply, or post

Need to get in touch?

Contact us