I’ve got you covered, @CASAROCHESTER.
There are two ways to get an Accountant's Copy to your accountant successfully. You can resend the copy by attaching it to an email or share it through a cloud service like Box. Otherwise, follow these steps below using the Accountant's Copy File Transfer Service.
Here’s how:
- Go to the File menu and hover over Send Company File.
- Choose Accountant's Copy and click Client Activities.
- Select Send to Accountant and then Next.
- Select Accountant's Copy and then Next.
- Enter the dividing date, then press Next.
- Type in your and your accountant's email addresses.
- Create a file password for the file, then select Send.
Once done, they’ll receive an email from Intuit containing a link to download your company file. They’ll need to access it and enter the password you've created. Please know that they only have two weeks to download the copy you sent.
Check out this detailed guide to create and send your file in QuickBooks Desktop. It has the information you need to know so they can start the modification. After that, use this reference to import your accountant's changes or until you remove the Accountant's Copy restriction.
I'd appreciate it if you can give me updates on your accountant's copy situation. It's my pleasure to be of great help. Take care and have a good one!
