How do I send an Accountant's copy to our CPA for year end?

Hello there, LM1951.

Sharing an Accountant's Copy with your accountant is an efficient and reliable way of managing your financial records. By working on the Accountant's Copy, your accountant can keep their changes separate from yours, allowing you to work on the original file without interruption. Once your accountant has completed their work, you can import their changes and update your books seamlessly. I'm here to walk you through the process of creating and sending an Accountant's copy.

To get started, you will need to set up QuickBooks. If you are using QuickBooks Desktop Enterprise, make sure to turn off any Advanced Inventory features you're currently using. You can turn them back on as soon as you send the copy. Then, proceed to create an Accountant's copy. You can save the file on a USB or online hosting service, or use the Accountant's Copy File Transfer Service to send the file through the web.

Here's how to create a file you can put on a USB:

1. Go to the File menu and hover over Send Company File.
2. Hover over Accountant's Copy then over Client Activities.
3. Click Save File. Then, Next.
4. Select Accountant's Copy. Then, Next.
5. Enter the dividing data. Then, hit Next.

You now have an Accountant's Copy of your QuickBooks Desktop company file. This copy has a .qbx extension at the end of its filename. You can easily share this file with your accountant by putting it on a USB, attaching it to an email, or sharing it through a cloud service.

You can check out the steps on how to send a file through the Accountant's Copy File Service in this article: Create an Accountant's Copy of your company file in QuickBooks Desktop.  This article also outlines the steps your accountant needs to follow to download the copy and make any necessary changes.

If you need further assistance with advanced accounting, you can browse through our collection of help articles here: Advanced accounting.

If you have any questions about sending an Accountant's copy, please never hesitate to comment below. I'll be around to offer assistance and support.