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Buy nowHi there, blacknats.
Allow me to share some information about exporting accountants' copy from QuickBooks Online (QBO).
Accountants' copy is only available in QuickBooks Desktop. You can add your accountant as a user in your Online account to allow them to log into your books. They can also make any adjustments they need to do without dealing with file transfers.
To add or invite an accountant user:
Here's an article you can read for more details: Invite or remove an accountant.
I've added this article in case you'll want to add and manage your users in QBO: Add, delete, or change user access.
Feel free to drop a comment below if you need more information about the Accountant's copy. I'm always here to help. Have a great day.
This is awful! I don't want to share access with anyone. Is there a way to just export a file and send it to him?
Thanks for returning to this thread, motodp.
I understand you don't want to share access with anyone in your QuickBooks Online (QBO) account. Don't worry. I can show you how to export your data from QBO so you can send them to your accountant.
There are a few ways to convey your data out of QBO. Reports, forms, and lists have a download button, which allows you to save copies of these onto your computer's hard drive.
To do that:
Once done, you'll see a .ZIP file containing the exported data.
To export non-posting transactions and attachments, you can find the steps in this article: Export reports, lists, and other data from QuickBooks Online.
If you want a continuous backup of your data, you can look for a third-party app in the QuickBooks App Store that caters to this feature.
Additionally, you'll also want to import data into QBO using Excel. For the complete steps, please visit this link: Common questions about importing data to QuickBooks Online.
Keep in touch if you have additional concerns about exporting files from QBO. I'm always available 24/7 to address your questions. Take care, and have a good one!
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