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BTLNR
Level 1

Send QB file to accountant including saved invoices

I'm using Quickbooks desktop. I send my QB file to my accountant to prepare the corporate taxes and financial statements, I generally send them a back up file. During their work, they routinely request invoices (like capital asset purchase invoices or expense invoices). I have all this saved in my Quickbooks file, so it's easy enough to send it to them, but it would be even easier if they could print it out of their version of the Quickbooks file. How can I send them a file that let's them print/view invoices directly through Quickbooks? 

Thanks,

2 Comments 2
Henock K
QuickBooks Team

Send QB file to accountant including saved invoices

Hi BTLNR,

 

 Welcome to the Community. QuickBooks Desktop is flexible program that gives you the ability to create a Record of Employment. I'd be glad to help.

 

Based on what you've described, I feel you'd benefit more from contacting our support team outside of the community. They'll be able to point you in the right direction regarding this. You can review this article to reach out to our support team.

 

Let me know if you have questions, I'll be happy to help.

4Gal
Level 11

Send QB file to accountant including saved invoices

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