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I'm using Quickbooks Online. How do I export my data to give to my accountant. I am relatively new to Quickbooks. My impression is that I have to export some type of QB file (QBO? QBB?). I'm not seeing any obvious way to do that.
My account mentioned sending him the QB file. But is it different for Quickbooks Online?
Solved! Go to Solution.
You may invite your accountant to access your account. She/he will need to open a QBO Accountant account to access your QBO account later.
You may invite your accountant to access your account. She/he will need to open a QBO Accountant account to access your QBO account later.
I dont regard this as "Solved". My accountant does not want to log into my account in any form - this is not best practice - they want the QBO file exported, period. All you provide is an excel export which is NOT ACCEPTABLE.
I got your point here and I appreciate you for sharing this with us, @knarayen.
I can see how this feature would be helpful for you and your business. I'm going to submit feedback to our Product Developers Team for consideration in future updates. I also encourage you to send feedback as well. This helps us know how this option makes your QuickBooks experience smoother.
Here's how:
I'm adding this reference so you're able to track the status of your request as well as the latest updates from our developer team: Customer Feedback for QuickBooks Online.
For now, you can invite your accountant or export your report to an excel file. For reference, I've added these articles on how to invite your accountant and exporting files in QuickBooks:
You can always drop by here in the Community for any questions you need help with. We're here for you if you need further assistance. Stay safe.
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