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How do I give a client's QB file to another accountant so they may continue the client's bookkeeping? Sending a backup also sends my "master" account information, my license, etc. I have signed out of the client's "My Company", I have sent a backup file and a portable file and am told none of that has made the "whole" of the client's QB file work as it should.
Is this even possible?
Hello, LOL2020.
To get this sorted out, you might want to ask the client to remove you and add the new accountant to their account so they can continue the bookkeeping without sending any backups.
You can scan through this article for the detailed steps in adding an accountant in QuickBooks: Set up an External Accountant user in QuickBooks Desktop.
Additionally, you can visit the following resources to know more about how accountant's copy works in QuickBooks Desktop:
Create an Accountant's Copy of your company file in QuickBooks Desktop.
Should you need anything else in QuickBooks, please don't hesitate to drop a reply below. I'll be around to keep helping.
Hi, LOL2020.
Hope you're doing great. I wanted to see how everything is going about the client's bookkeeping. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
Thank you, but, no, this hasn't been resolved.
The client does not have QuickBooks, has none of the ownership or responsibility for the QB recordkeeping or bookkeeping.
I am a bookkeeping service provider. This client is set up solely in my QuickBooks, through my license.
I have reduced my client base and this bookkeeping-only client is one I am no longer working with. I sent their new accountant a backup QB file and a portable QB file, The initial problem message I received from the new bookkeeper is: "when I go to pay a online bill it has your email address and it says I don’t have access with my email".I have set her up as a user, her email is the one in "My Company", I have signed out of My Company ... yet she still says she can't "access the account".
It should not be this difficult to remove me & my license from this company's file. I am beyond frustrated & have spent way too much time with this.
Ideas?
You are using QB Desktop, correct? You may ask them to create a new email address and share the password with you. Then open the company file on your machine and set the new email address as the Primary Admin to open the file and the new owner of the file. Create the backup file and send it to them. They can assign another email address to become the Primary Admin and the owner of the file later.
https://www.firmofthefuture.com/content/intuit-account-why-now-for-quickbooks-desktop/
So the new bookkeeper needs to have her own Intuit account within her employer's license & we go from there? Seems simple enough! I'll send this information on & hopefully, we'll get to move forward finally.
Thank you all.
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