I have given our auditor a copy of our backup. They cannot access the attachments. From what I've read, I need to provide a copy of the file called "Attach". Can I email this file to them after I've given them the backup copy? And if so, how do they access it now?
Hi there, @kjohnston99. I've got all the steps you'll need to make sure your auditor can access the file.
I'd recommend sending them an Accountant's copy. This way, they can make changes without interrupting your work. Once your accountant is done, they can simply import the changes and update the book.
The way this works is that:
You send your accountant a QBX file (Accountant’s copy).
They import it with their Accountant’s version into a QBA file, in which they make their changes.
They create a QBY file and send it back to you.
Before you start, if you use QuickBooks Desktop Enterprise, turn off any Advanced Inventory features. Once you send it, you can turn it on again. However, if you're using QBDT Pro and Premier, you can skip this step.
Then, there are two ways to get an accountant's copy to your accountant. You can make a file to put on a USB or in online hosting service. You can also use the Accountant's copy File Transfer Service to send a file through the web.
Here's how to email this file to your accountant:
Go to the File menu and hover over Send Company File.
Hover over Accountant's Copy and hover over Client Activities.
Select Send to Accountant and then Next.
Select Accountant's Copy and then Next.
Enter the dividing date. Then select Next.
Enter your and your accountant's email addresses.
Create a file password for the file. Your accountant needs this to open it.
When you're ready, select Send.
Then, you can turn your Advanced Inventory features back on after sending the copy.
For accountants: download the accountant's copy to make the changes.
You'll receive an email from Intuit containing a link to download your client's company file.
Access the download link and you'll receive another email with the one-time password your client provided during the upload.
Enter this password to download the accountant's copy.
Open the file in QuickBooks to make the necessary changes.
Once you've sent the copy, QuickBooks will add an Accountant Changes Pending reminder to your company file name. Moreover, it will restrict few activities. This way, you can avoid conflicting with the modifications made by your accountant.