cancel
Showing results for 
Search instead for 
Did you mean: 
Goodbye1
Level 1

accountants copy

  I am trying to send an accountant file which i have done for the 6 years we have been open.  I am unable to do that now as it says i have 204 mb of data and can only have 201.  I am only trying to send one mth but it doesnt even give me that option.  What do i need to do as i have to be able to send and receive these files?

1 Comment 1
Charies_M
Moderator

accountants copy

Thanks for sharing your concern with us, Goodbye1.

 

If you're using QuickBooks Online (QBO), there's no need to send your accountant a copy of your file. Instead, you'll want to add your accountant as an Accountant User in your QBO account. This allows them to go in and do the tasks they need to anytime without dealing with file transfers and Accountant Copies. 

 

To add or invite an accountant user:

 

  1. Select the Gear icon on the Toolbar, then Manage Users.
  2. Select the Accountants tab.
  3. Invite your accountant.
  • If this is your first time adding an accountant, enter your accountant's email, and select Invite.
  • If you've added an accountant already, select Invite accountant. Then enter the accountant's name and email address. Select Save.

To give you more information about transferring the accountant files, here's an article made handy for you: Accountant's File Transfer Service.

 

If you don't want to add them as one of the authorized users of your account, you can export your QBO data and save it on the flash drive. From there, you can manually send them to your accountant.

 

Also, you might want to check out our Help Articles to guide you on the future task and acquire tips while working with QuickBooks.

 

Your accountant will receive an email invitation with instructions for signing into your company.

Need to get in touch?

Contact us