Yes, you can, Brent86. I'll walk you through the process on saving an Accountant's copy in QuickBooks Desktop (QBDT).
To get started, you'll need to set up QuickBooks. If you are using QDBT, ensure to turn off any Advanced Inventory features you're currently using. You can turn them back on as soon as you have the copy. Then, proceed to creating 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:
- Go to the File menu and hover over Send Company File.
- Hover over Accountant's Copy then over Client Activities.
- Click Save File. Then, Next.
- Select Accountant's Copy. Then, Next.
- Enter the dividing data. Then, hit Next.
This copy has a .qbx extension at the end of its filename. You can also 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.
Check out how to create an Accountant's Copy for more insights on how to create and share an Accountant’s Copy.
Keep in touch if you have additional concerns about accounting tasks in QuickBooks. We're always available 24/7 to address your questions, Brent86.
