Accountant's Copy

I switched QuickBooks from the desktop version to the online version, but I can't see the functions for creating and sending accountant copies. How can I make an accountant copy like the desktop version? Or should I share the data with my accountant in another way?

The function to create and send accountant copies is not an option in QuickBooks Online, @TBSIHQ. I'll share some insights about this.

Yes, you'll need to share the data with your accountant since QuickBooks Online doesn't have the option to create and send accountant copies. If you haven't added an accountant, you may follow the steps below so they can review, make corrections, and collaborate on any issues you may have with your books.

1. Sign in to QuickBooks Online as a primary admin.
2. Click the Gear icon ⚙, then select Manage Users.
   
3. In the Manage Users page, select the Accounting Firms tab.
4. Enter the email address of your accountant, then select Invite.
   

They will receive an email about the invitation. Once accepted, the status on the Manage Users page changes from Invited to Active. Then they will get a link to access your QuickBooks Online company and do the accountant's copy. For more details, open this article: Add accountant users in QuickBooks Online.

For more details on how to add admin and manage user types in QuickBooks Online, you can refer to these articles:

• Add and manage users in QuickBooks Online
• User types in QuickBooks Online

You can always swing by anytime if you have other questions or concerns. I'm here to lend a hand. Thanks for posting, and have a great rest of the week.