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rg12
Level 1

How do I send my company file/accountant's copy? (I'm use QB online)

 
1 Comment 1
vpcontroller
Level 11

How do I send my company file/accountant's copy? (I'm use QB online)

@rg12 

 

"How do I send my company file/accountant's copy? (I'm use QB online)"

 

If you're using QuickBooks Online, invite Your Accountant. Your accountant will have access to QuickBooks so it’s easy for you to work together. 

(Left Dashboard > My Accountant > Invite (send Accountant's email).

 

Invite Accountant.PNG

 

Refer to this article for more info:

https://quickbooks.intuit.com/learn-support/en-us/accounting-topics/invite-or-remove-an-accountant/0...

 

Only on QuickBooks desktop, you send the company file/accountant's copy. In QB Online, there is no such thing.

 

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