How to? Regarding: sharing with my accountant

navygidoc · ‎December 10, 2018

I have quickbooks for mac 2015, V16.0.5 R7

My accountant wants to be able to work on my file from his office. I have created a user account and password for him.

1) How do I "invite" him so that he can do what he needs to do?

2) Do I need to buy another "license" for him to use?

3) Do I need to buy Quickbooks Online or Quickbooks Accountant or Quickbooks 2016?

golfermom · ‎December 10, 2018

You can't invite an accountant to QB Mac. The easiest is for your accountant to remote into your computer and work on your file.

If your accountant has QuickBooks Mac - same year as you - you can send the QB file to your accountant but you can't use your file while the accountant has it.

If your accountant doesn't have a Mac, you can save your Mac file as a Windows file and send it to your accountant. He needs to open it in QuickBooks for Windows in the same year as your Mac version. And, the accountant can send the file back to you to load into your Mac version. This is roundtripping and I wouldn't recommend doing this on a monthly basis. Only use it occasionally. Again, you can't work in your file while your accountant has the file.

Or, you can convert your Mac QB file to QuickBooks Online and both of you can easily view it.

View solution in original post

golfermom · ‎December 10, 2018

You can't invite an accountant to QB Mac. The easiest is for your accountant to remote into your computer and work on your file.

If your accountant has QuickBooks Mac - same year as you - you can send the QB file to your accountant but you can't use your file while the accountant has it.

If your accountant doesn't have a Mac, you can save your Mac file as a Windows file and send it to your accountant. He needs to open it in QuickBooks for Windows in the same year as your Mac version. And, the accountant can send the file back to you to load into your Mac version. This is roundtripping and I wouldn't recommend doing this on a monthly basis. Only use it occasionally. Again, you can't work in your file while your accountant has the file.

Or, you can convert your Mac QB file to QuickBooks Online and both of you can easily view it.

View solution in original post

navygidoc · ‎December 10, 2018

Sounds like I need QB Online ...

Thanks!

Michelle-Long-CPA · ‎December 10, 2018

Here's your options:

Your accountant would need QB 2015 -- if you send him a backup file, then you can't work on the file while he has it -- i.e. there is one master file.

Your accountant could login remotely to work on your QB file but you can't use the computer at the same time.

You could switch to QB Online then you and your accountant share the data and can work in the company at the same time. Plus you can enter transactions from the mobile app and it syncs with QBO -- like an expense and take a pic of the receipt.

I hope this was helpful.

ScaryKerry1979 · ‎December 10, 2018

Am I the only Mac user that can't stand QB online? I have taken all of my clients off the online service. During tax time, the QB online servers were so overrun that I could NOT ACCESS MY CLIENTS' DATA. Their solution was to send me a backup file. Great! But it only works on PC. So....I had to borrow a desktop PC, import the file into QB Desktop for PC (which I do not own and had to pay for) and then finish the taxes on that file. It was a nightmare. I couldn't even bill my client for these countless hours (46 to be exact) as I had been the one to recommend QB online in the first place.

I also do not like the interface. It is completely different from their desktop versions. Also, the idea that all of my data is in a "cloud" and have had issues accessing it at critical moments makes me want to boycott the product all-together

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How to? Regarding: sharing with my accountant