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Learn about the Accountant's File Transfer Service

by Intuit Updated 1 year ago

Learn about the benefits of the Accountant File Transfer Service (ACFT) in QuickBooks Desktop.

The Accountant File Transfer Service is a secure and easy way to share Accountant’s Copies between accountants and clients in QuickBooks Desktop. Here’s a brief overview of this service and how to get started.

What's an Accountant's Copy

Let’s talk about an Accountant’s Copy. When an accountant needs to review their client’s books, they can create and share an Accountant's Copy. This copy lets the accountant make changes in the company file without interrupting the client’s work in QuickBooks Desktop. Then, the accountant simply exports the changes to the Accountant's Copy. And the client imports the changes to automatically update their company file.

What's the Accountant’s File Transfer Service

The Accountant’s File Transfer service in QuickBooks Desktop lets accountants and their clients share an Accountant’s Copy through Intuit’s secure servers. ProAdvisors and their clients can use this service at no extra charge if they have a ProAdvisor license.

Note: If you have questions about using ACFT for multiple ProAdvisor licenses, contact ProAdvisor Customer Support.

How to use the Accountant’s File Transfer Service

Using the ACFT service depends on whether you’re a client or an accountant. Learn how to use this service as a client to create an Accountant’s Copy. Or, as an accountant, learn how to get and work with the Accountant Copy. You can also share an Accountant’s Copy through a USB or an online hosting service.

Note: If you’re not a ProAdvisor, you can purchase this service for a small fee. Call ProAdvisor Sales to get started.

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