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Everything you need to know about banking in QuickBooks Online - Discover more
stonie-ks5-gmail
Level 1

I need to send my yearly books to my accountant 1st September 2022 to 31st March 2024 how do I do this ?

 
2 REPLIES 2
On Beta
Level 3

I need to send my yearly books to my accountant 1st September 2022 to 31st March 2024 how do I do this ?

You should ask your accountant, what specific report they need from you (e.g Balance Sheet). You can generate reports and export it to Excel or PDF and share it with your accountant later. Another option, invite your accountant to access your QBO account.

LollyNino_C
QuickBooks Team

I need to send my yearly books to my accountant 1st September 2022 to 31st March 2024 how do I do this ?

Welcome to the Community, Stonie.

 

I recognize the importance of being able to send your yearly books to your accountant. Let me guide you through the process and ensure your reports contain accurate information.

 

There are a few ways to extract data from your account and send it to your accountant. You can generate reports, export them to Excel or PDF, and share them with your accountant later.

 

  1. Go to the Gear icon at the top, then select Export data under Tools
  2. On the Reports tab, pick the desired date range.
  3. Add or remove items from the Reports and Lists tabs by toggling the slider.
  4. Hit Export to Excel.

 

I've added this short clip as a reference.

 

 

For the Reports: 

 

  1. Click Reports on the left side. 
  2. Search for and select the report you want to export.
  3. Hit the Export icon at the top of the report. 
  4. Choose Export to Excel.

 

See this short clip as a reference.

 

 

Moreover, if you need to export a different report, you can check this article guide to learn more about how to do it: Export your reports to Excel from QuickBooks Online.

 

You also have the option to invite your accountant to access your QuickBooks Online account. It would help if you inquired with your accountant about the specific report they require from you, such as a balance sheet.

 

Additionally, I've included articles about managing reports in QBO:

 

 

Please let me know if you need additional assistance with your QuickBooks Online data files. We're always available to provide guidance on the next steps or answer further questions.

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