Keeping track of your client's financial workflows is crucial for their accounting needs, CPATaxGuy. I'll help you with managing their data so they can ensure the accuracy of their books.
QuickBooks Desktop and QuickBooks Online are two different platforms. Some specific processes and features aren't similar between these programs, even when converting QBDT files to QBO. That said, it's best to advise your client to reach out to an accountant who's well-versed in doing accounting tasks on the desktop program.
In addition, users need to ensure their accountant's QuickBooks version matches their QBDT or Enterprise versions. As the product offers best-in-class data security, financial advisors are unable to update their client's company files. With that, the QuickBooks Desktop provides an Accountant's Copy feature to streamline an easier process of managing these tasks.
Also, they can set up an external accountant user for their company data without the need to sign as an Admin. This permission allows them to access all areas of QuickBooks, except customer credit card numbers. Thus, if your client is using the QuickBooks Enterprise version, they can refer to these steps:
- Go to Company Users and select Users and Roles.
- Enter your Admin Password, then click OK.
- From the User List, select New.
- Enter a User ID and an optional Password.
- From Available Roles, click External Accountant role, and then hit Add.
- Enter the user’s email address. Then, select OK to confirm.
I'm adding this reference for additional information: Set up an External Accountant user in QuickBooks Desktop.
Additionally, company users can create an accountant's copy of their file to send the data to their accounting professional without them being interrupted while doing tasks. I'll also include this resource to learn more about it: Accountant's File Transfer Service.
Moreover, you can share this guide to help their accountant convert their data so they can effectively make changes to their books: Use an Accountant's Copy working file in QuickBooks Desktop.
I'll be on this thread if there's anything else you need further assistance with when handling accounting data and customer books. Feel free to leave them in the comments below. Keep safe and have a great day ahead!
